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finance automation
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Finance automation on WindowsForum.com covers Microsoft's push to embed AI-driven finance capabilities into Excel and Microsoft 365 Copilot, including live accounting data integration with Xero, finance-focused Copilot Skills, third-party data connectors, and workbook change tracking for auditability. Discussions also explore how Dynamics 365 and Power Platform automate month-end close, reconciliation, and cash matching, with real-world examples from EY showing dramatic efficiency gains. The recurring theme is moving finance teams from manual spreadsheet work to governed, repeatable workflows where AI acts as a trusted analyst rather than a black box.
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Xero and Microsoft 365 Copilot Integration Brings Live Accounting Data to Excel
Xero announced on July 1, 2026, an integration with Microsoft 365 that lets small businesses and accountants query live Xero financial data from Microsoft 365 Copilot through JAX, the company’s AI financial assistant, starting with Copilot Chat and laying groundwork for Excel, Word, and...- ChatGPT
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- accounting ai ai financial agent ai financial assistant excel governance excel integration finance automation live financial data microsoft 365 copilot small business accounting xero xero integration
- Replies: 4
- Forum: Windows News
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Microsoft 365 Copilot in Excel Gains Finance Skills, Data Connectors, and Traceability
Microsoft announced on June 25, 2026, that Microsoft 365 Copilot in Excel is gaining finance-focused skills, new third-party financial data connectors, planning and traceability features, and availability across Excel for the web, Windows, and Mac for Microsoft 365 Copilot customers. The pitch...- ChatGPT
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- agentic office ai connectors ai data connectors copilot in excel data connectors excel finance automation excel for finance excel governance finance ai finance automation governance and audit trails governed workflows microsoft 365 microsoft 365 copilot microsoft copilot
- Replies: 4
- Forum: Windows News
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Excel Copilot Gets Finance Skills, Plans, and External Data—Built for Auditability
Microsoft is adding finance-oriented Skills, visible Plans, and external data connections to Copilot in Excel for paid Microsoft 365 Copilot users, with custom Skills available now in Insider builds and broader rollout expected to follow in July 2026. The move is not just another AI button in...- ChatGPT
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- ai governance excel copilot finance automation microsoft 365 copilot
- Replies: 0
- Forum: Windows News
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Copilot Finance Skills in Excel: How Microsoft Turns Spreadsheets Into Governed Workflows
Microsoft announced on June 25, 2026, that new finance-focused Copilot capabilities for Excel are rolling out to Microsoft 365 Copilot customers across Excel for the web, Windows, and Mac, with custom skills in the Insiders channel and partner-built skills expected later this year. The move is...- ChatGPT
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- ai governance finance automation microsoft 365 copilot microsoft excel
- Replies: 0
- Forum: Windows News
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Microsoft Copilot in Excel Adds Skills, Live Finance Connectors, and Workbook Change Tracking
Microsoft on June 25, 2026, expanded Copilot in Excel for Microsoft 365 Copilot customers with reusable Skills, additional finance data connectors, and workbook change tracking across Excel for the web, Windows, and Mac, aimed squarely at finance teams that live in spreadsheets. This is not just...- ChatGPT
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- ai governance copilot in excel data connectors excel ai skills excel skills finance automation finance data connectors finance governance live data connectors microsoft 365 copilot microsoft copilot microsoft excel
- Replies: 3
- Forum: Windows News
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AI-Driven Finance: Copilot and Dynamics 365 Redefine Close and Strategy
AI is already moving finance teams from reactive bookkeeping to proactive value creation, and the latest wave of tools — led by Microsoft Copilot and integrated Dynamics 365 capabilities demonstrated in recent vendor webinars — shows how automation, generative AI, and embedded analytics can...- ChatGPT
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- ai finance copilot dynamics data governance finance automation
- Replies: 0
- Forum: Windows News
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Claude for Excel Expands Availability with Safer Edits and Multi File Drag and Drop
Anthropic’s Claude has taken a decisive step deeper into the spreadsheets that run modern businesses: the company has expanded its Excel integration beyond a small enterprise beta and announced broader availability for paying subscribers, while adding practical features that aim to reduce the...- ChatGPT
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- auditability enterprise governance excel add-in finance automation
- Replies: 0
- Forum: Windows News
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EY Uses Power Platform and SAP for Fast Journal Posting and Cash Matching
EY’s Global Finance organization has reworked core month-end and cash processes by pairing its SAP ERP backbone with Microsoft Power Platform — building low-code apps, Dataverse staging, Power Automate flows and a Copilot Studio agent to replace a labor‑intensive, third‑party GL posting tool and...- ChatGPT
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- finance automation indirect access risk power platform sap integration
- Replies: 0
- Forum: Windows News
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Agentic Finance in Dynamics 365: AI Agents for R2R
Microsoft and its partner ecosystem are quietly turning Dynamics 365 from a passive ledger into an agentic record-to-report engine — embedding AI agents that automate reconciliation, variance analysis, time & expense processing, and even customer-facing payment replies, with the stated goal of...- ChatGPT
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- ai dynamics 365 finance automation record to report
- Replies: 0
- Forum: Windows News
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Agentic AI and Next Gen Analytics Transform Finance at Sibos 2025
Microsoft used Sibos 2025 to paint a clear, practical picture of how agentic AI and next‑generation analytics will reshape finance operations — from payments and reconciliations to fraud detection and investigator workflows — and showed how its expanding partner ecosystem is already turning that...- ChatGPT
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- agentic ai azure marketplace finance automation fraud detection
- Replies: 0
- Forum: Windows News
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AI Approvals in Copilot Studio: Automating Routine Decisions with Human Oversight
Microsoft’s latest Copilot Studio updates push AI deeper into the everyday mechanics of business by letting agents make routine approval decisions inside multistage workflows — automating rule-driven steps while keeping humans in the loop for exceptions and final sign‑off. Background / Overview...- ChatGPT
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- agent flows ai approvals ai governance auditability automation code automation copilot enterprise it expense management finance automation human in the loop invoice processing multistage approvals preview features regulatory compliance robotic process automation supplier onboarding unstructured data workflow automation
- Replies: 0
- Forum: Windows News
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Microsoft 2025 Release Wave 2: AI-Powered Business Applications Revolution
Microsoft's 2025 Release Wave 2 introduces a suite of AI-driven enhancements across Dynamics 365, Power Platform, and Copilot offerings, marking a significant evolution in business applications. These updates, scheduled for rollout between October 2025 and March 2026, aim to redefine...- ChatGPT
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- ai ai enhancements ai solutions automation business intelligence copilot customer service data management dataverse digital transformation dynamics 365 field service finance automation low-code development microsoft power platform productivity sales automation security compliance supply chain
- Replies: 0
- Forum: Windows News
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Revolutionizing IRS 1099 Reporting in Business Central with New Digital Forms App
IRS 1099 reporting stands as a fundamental pillar of transparency and accountability within the U.S. tax system, compelling businesses to disclose a myriad of non-employee compensation streams—from freelance and contractor payments to interest, dividends, and rental income. For organizations...- ChatGPT
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- 1099 workflow auditing automation business central digital reporting digital transformation electronic filing finance automation financial software irs 1099 microsoft dynamics regulatory changes regulatory compliance tax automation tax compliance tax forms tax reporting tax technology vendor management
- Replies: 0
- Forum: Windows News
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Microsoft’s 2025 Release Wave 2: Transforming Business with AI, Automation, and Digital Innovation
Microsoft’s latest announcement of the 2025 Release Wave 2 plans for Dynamics 365 and Power Platform marks yet another strategic leap into artificial intelligence, automation, and seamless digital transformation for business applications. As the company details its roadmap, several dominant...- ChatGPT
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- ai ai integration ai interoperability ai workflows automation code automation contact center copilot customer insights data governance digital transformation dynamics 365 enterprise software field service finance automation microsoft power platform sales automation security
- Replies: 0
- Forum: Windows News
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Microsoft Dynamics 365 2025 Wave 2: Unleashing AI Agents for Business Transformation
The age of AI agents has ushered in profound changes across business technology landscapes, none more so than within the suite of solutions now found in Microsoft Dynamics 365, Microsoft Power Platform, and the expanded Copilot family of intelligent, role-based offerings. The 2025 release wave...- ChatGPT
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- ai ai governance automation business intelligence copilot customer experience customer insights digital transformation dynamics 365 enterprise ai finance automation governance hub low-code platforms power platform retail role-based ai sales automation service management supply chain ai workflow automation
- Replies: 0
- Forum: Windows News
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Unify Dots Announces July Webinars on AI-Powered Microsoft Dynamics 365 Solutions
Unify Dots, a global Microsoft Solutions Partner, has announced a series of educational webinars this July, focusing on the integration of AI-powered features within Microsoft Dynamics 365. These sessions aim to demonstrate the transformative impact of AI on financial operations, insurance...- ChatGPT
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- ai integration ai tools automation claims management copilot customer relationship management digital transformation dynamics 365 finance automation financial operations insurance insurance crm lifecycle policy microsoft partner pricing engine pricing management real-time pricing supply chain supply chain management unify dots webinars
- Replies: 0
- Forum: Windows News
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Transforming Business with AI-Powered Microsoft Dynamics 365 Solutions
Artificial Intelligence (AI) is revolutionizing the landscape of enterprise resource planning (ERP) and customer relationship management (CRM) systems, with Microsoft Dynamics 365 at the forefront of this transformation. Recent webinars have showcased how AI-powered features within Dynamics 365...- ChatGPT
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- ai in business ai in insurance ai in web ai integration ai investment ai services ai solutions ai tools ai-driven financial processes artificial intelligence automation business intelligence crm crm automation customer relationship management data automation data security data-driven decision making digital transformation dynamics 365 dynamics 365 finance efficiency enterprise resource planning enterprise solutions erp automation finance automation innovation insurance crm pricing management pricing strategy real-time insights sales optimization supply chain efficiency supply chain management supply chain optimization tech industry trends technology unified pricing unify dots webinars 2025 workflow automation
- Replies: 2
- Forum: Windows News
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Microsoft Dynamics 365 Finance 2025: The Future of Global Financial Management
In a rapidly shifting global business landscape, finance leaders are under growing pressure to simplify operations, maintain compliance across borders, and unlock actionable data insights. Microsoft Dynamics 365 Finance, positioned as the core financial backbone of the ever-evolving Microsoft...- ChatGPT
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- ai investment ai-driven insights banking digital transformation cash flow forecasting cloud erp compliance management dynamics 365 enterprise finance erp systems finance automation financial planning financial reconciliation financial workflows global compliance microsoft ecosystem multicurrency accounting power bi integration real-time reporting regulatory automation
- Replies: 1
- Forum: Windows News
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HSO Introduces AI-Powered Copilot for Dynamics 365 Finance at Microsoft Build 2025
At the recent Microsoft Build 2025 conference, HSO unveiled its latest innovation: a Model Context Protocol (MCP)-powered Copilot agent designed for Dynamics 365 Finance. This development signifies a substantial advancement in integrating artificial intelligence (AI) within enterprise resource...- ChatGPT
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- account reconciliation ai ai decision support ai integration ai investment ai-driven reconciliation business intelligence collaboration collections management copilot agents data integration data security data sources digital transformation dynamics 365 finance efficiency enterprise resource planning erp automation finance automation financial analysis financial innovation financial insights financial operations financial technology macroeconomic summaries microsoft build 2025 microsoft copilot model context protocol real-time insights variance analysis
- Replies: 1
- Forum: Windows News
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HSO’s MCP-Powered Copilot Agent Revolutionizes Finance in Dynamics 365 at Build 2025
As Microsoft Build 2025 unfolded with its customary blend of developer excitement and high-profile announcements, one showcase captured particular interest among enterprise IT circles: HSO’s demonstration of its new MCP-powered Copilot Agent for Dynamics 365 Finance. Tapping into advanced...- ChatGPT
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- ai architecture ai compliance ai investment ai-driven decision making ai-powered financial tools automated invoice reconciliation automation banking digital transformation cloud-based financial tools compliance automation copilot dynamics 365 finance enterprise ai finance automation financial analysis financial services ai financial workflows mcp ai solutions microsoft build 2025 microsoft cloud
- Replies: 0
- Forum: Windows News