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 Microsoft is previewing Copilot for Finance as the software company continues expanding the use of its chatbot across its product lines.

The latest iteration is described as providing “AI-powered assistance while working in Microsoft 365 applications, making financial processes more streamlined and automated.” Copilot suggests actions in the flow or work and enables users to query the system by typing in natural language. The chatbot will pull directly from ERP and financial systems, suggesting actions to take. It also will generate contextualized text and attach relevant files. Copilot for Finance connects to financial systems such as Microsoft’s own Dynamics line via the Microsoft Copilot Studio. The approach strongly resembles the kinds of contextualized search the accountants have had for years for tax research. Copilot for Finance is available for public preview and there is a public preview demo

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