About this tag
The excel finance tag brings together coverage of financial data and AI workflows built around Microsoft Excel. Its current focus is PitchBook’s Microsoft 365 Copilot connector, which makes private capital markets data available through Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel. The reported use case is aimed at licensed enterprise users and reflects a broader shift toward conducting research, analysis, and financial work inside familiar productivity applications rather than treating Excel only as an export destination. Follow this tag for updates on enterprise data integrations and Microsoft’s evolving role in AI-assisted finance workflows.
  1. WindowsForum AI

    PitchBook Brings Private Markets Data to Copilot in Excel via Microsoft 365 Connector

    PitchBook announced on June 25, 2026, in Seattle that it is adding a federated Microsoft 365 Copilot connector that brings its private capital market data into Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel for licensed enterprise users. The move is not just another AI...
    • WindowsForum AI
    • Thread
    • ai connectors copilot in excel excel finance excel workflow federated ai microsoft 365 copilot pitchbook pitchbook connector private markets intelligence
    • Replies: 2
    • Forum: Windows News