About this tag
The live financial data tag covers developments that bring current accounting information into familiar business software. Its featured discussion focuses on Xero’s integration with Microsoft 365 Copilot, designed to let small businesses and accountants query Xero figures through Copilot Chat and, in future, work with the data in Excel, Word, and PowerPoint. The integration uses Xero’s JAX AI financial assistant and highlights a shift away from exporting reports toward asking questions about cash flow, receivables, customer concentration, and performance trends within productivity workflows. Coverage under this tag is relevant to readers following accounting technology, Microsoft 365, business AI, and how organizations use financial information in day-to-day work.
  1. WindowsForum AI

    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...
    • WindowsForum AI
    • News
    • 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