Microsoft Supercharges Excel Copilot With Finance-Grade AI Tools, Live Market Data, and Full Audit Transparency
Summary
Microsoft supercharges Excel Copilot with finance-grade AI tools, including customizable workflow skills for DCF modeling and variance analysis, live market data connectors from FactSet, S&P Global, and PitchBook, and full audit transparency through a new 'Plan with Copilot' feature that previews changes before execution.
Key Points
- Microsoft is launching new Copilot features in Excel specifically designed for financial professionals, including customizable skills for repeatable workflows like DCF modeling, variance analysis, and monthly reporting that guide Copilot through structured, finance-grade processes.
- New financial data connectors from providers including CB Insights, Daloopa, FactSet, Morningstar, PitchBook, and S&P Global are being added, allowing finance teams to pull trusted market data, private company intelligence, and institutional research directly into Excel workbooks.
- Transparency and traceability are central to the update, with a new 'Plan with Copilot' feature that outlines intended changes before execution, and all Copilot edits are now attributed and visible in the Show Changes pane, ensuring every calculation remains auditable and reviewable.