Microsoft tests AI financial tools in Excel and launches reusable Skills feature

New Products

Summary

Microsoft has started testing new AI financial tools in Excel for Microsoft 365 Insider users on Windows 10, Windows 11, and macOS. The new Copilot in Excel Skills feature lets users package repetitive actions into reusable instructions through SKILL.md files stored in OneDrive. Microsoft also added a prebuilt library of financial skills and initial partners such as LSEG and Ramp. The update includes planning mode previews and a ‘show changes’ pane that separates AI edits from human edits for better traceability.

Classifications

industries
Fintech & Banking
applications
Accounting and Taxes

AI Classifications

Labels
Spend Management Software Expense Management Software Accounting Automation

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