Recent Discussions
Variance Analysis Not Available In Excel Add-In
In the Excel Add-in for Co-pilot For Finance, the Financial Reconciliation is available but the Variance Analysis is not (says its coming soon), but in your documentation it says Use Excel to Analyze Variances was available in public preview in Jun 2025. (https://learn.microsoft.com/en-us/copilot/release-plan/2025wave1/copilot-finance/use-excel-analyze-variances) However in Geographic Area's it says released into Microsoft Azure Geographic area: United States. Does this mean when you signed up for the Co-Pilot for Finance and entered your user details if you entered a non US geographic location you will not see this (even if your enterprise is using US based licence agreement)? Or is there some other reason why this option is greyed out in the Excel Add-In?
Invoice PDFs issues
Hello, I’m using Copilot for Finance and I’m testing a scenario where a client asks for their invoices. I respond using Copilot for Finance, which suggests an email version and retrieves the relevant invoices. However, it is unable to attach them as files. In your opinion, where could the problem be? Why is Copilot for Finance unable to attach the invoices to the email? Thxs
Input Data Options
Hello Everyone, Considering that lots of organizations with huge volumes of transactional data can exceed Excel's 1Million row limit, it might be a good idea to enable Copilot for Finance to use datasets loaded in PowerPivot, which do not have the 1 Million limit per dataset, to perform the reconciliation. You thoughts are appreciated on this.
What's new in Microsoft 365 Copilot for Finance
You can check the What's new in Copilot for Finance here What's new or changed in Copilot for Finance (preview) | Microsoft Learn A lot of additions in the Reconciliation in Excel such as partial matching and performance improvements Collections in Outlook, you can connect your outlook add-in to SAP, Business Central or any ERP using custom connectors and reply to customers with account statements
