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Finance agents in Microsoft 365 Outlook (Preview)

by Microsoft Corporation

Finance agents are the next-generation AI assistant for finance professionals.

What if you had a finance assistant working right alongside you in Microsoft 365 applications?

Finance agents (preview) empower finance professionals to stay in the flow of work by seamlessly connecting productivity tools with existing financial systems, such as ERP, to support critical business processes and generate insights and actions in real-time. Finance agents (preview) accelerate time to impact for finance professionals by surfacing insights to support strategic decision-making and reducing the time spent on manual, repetitive work.

With Finance agents (preview), common financial tasks, such as collections, can now be completed in Outlook, reducing the need to log in to ERP systems, while still maintaining financial data integrity and compliance. Finance agents in Microsoft 365 Outlook (preview) have prebuilt integrations with Dynamics 365 Finance. Additional integrations with other ERPs will be available in future updates.

Notable capabilities include:

  • Email Summarization & Composition

  • ERP data retrieval – customer details, aging history, invoices, and recent customer activity

  • ERP data updates – customer contacts & invoices

Finance agents (preview) are a Production-ready preview. For more information, see https://learn.microsoft.com/en-us/copilot/finance/welcome.

For some capabilities, a Microsoft 365 Admin Center Administrator may be required. Finance agents may be subject to an additional free or paid license. For more details, please access the Finance agents website or contact your Microsoft representative.

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

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