Finance Automation
The latest Finance Automation coverage — news, analysis, and updates from the WindowsNews.AI desk.
Build a Microsoft 365 Copilot Agent That Drafts Month-End Commentary—Without Guessing
For finance teams that paste the same carefully crafted prompt into Copilot every month, Microsoft 365’s Agent Builder now offers a better way: a reusable agent that remembers formatting rules,...
Xero's JAX AI Powers Real-Time Financial Queries Inside Microsoft 365 Copilot
Small business owners who use Xero can now ask Microsoft 365 Copilot to pull their latest profit-and-loss statement, list overdue invoices, or compare revenue across months—all without leaving...
Excel Copilot’s New Finance Skills and Audit-Ready Plans Set to Transform Enterprise Workflows
Microsoft has begun rolling out a major update to Copilot in Excel that adds finance-specific Skills, a new Plans feature for structured modeling, and direct connections to external data...
Microsoft Copilot in Excel Introduces Reusable AI Skills and Live Financial Data Streams
Microsoft today rolled out a significant update to Copilot in Excel, bringing a trio of powerful new capabilities to Microsoft 365 Copilot subscribers: reusable Skills, direct financial data...
Excel's Copilot Goes Wall Street: Finance Skills, Bloomberg Connectors, and Audit Trails Debut
Microsoft is arming Excel with a suite of Copilot features purpose-built for the finance sector, the company announced on June 25, 2026. The update injects domain-specific AI skills, connects...
Microsoft's AI Finance Revolution: Copilot and Dynamics 365 Transform Financial Operations
Microsoft is fundamentally reshaping how finance teams operate with its latest AI-driven tools, moving financial professionals from reactive bookkeeping to proactive strategic roles. The company's...
Claude AI for Excel Expands: New Safety Features & Multi-File Support for Windows Users
Anthropic's Claude AI has significantly expanded its integration with Microsoft Excel, moving beyond a limited enterprise beta to broader availability with enhanced safety features and workflow...
EY Transforms Finance with Power Platform and SAP Integration
Global professional services firm EY has successfully transformed its financial operations by integrating Microsoft Power Platform with its existing SAP ERP system, creating a powerful automation...
Agentic Finance in Dynamics 365: AI Agents Revolutionize Record-to-Report
Microsoft and its partner ecosystem are fundamentally transforming Dynamics 365 from a passive accounting ledger into an intelligent, agentic record-to-report engine. This evolution represents one of...
Agentic AI Revolutionizes Finance: Microsoft's Vision at Sibos 2025
Microsoft's showcase at Sibos 2025 revealed how agentic AI and next-generation analytics are fundamentally transforming financial operations, offering unprecedented automation and intelligence...
Copilot Studio Gains AI-Powered Approvals to Automate Invoices, Expenses, and Contracts—with a Human Safety Net
Microsoft has quietly released one of its most practical AI upgrades to date: Copilot Studio agents can now autonomously approve or reject routine business requests. The new AI Approvals feature,...
Microsoft 2025 Release Wave 2: Transforming Enterprise AI with Dynamics 365, Power Platform, and Copilot
Microsoft’s 2025 Release Wave 2 heralds a transformative chapter for enterprise technology, promising to redefine how organizations deploy, manage, and benefit from AI-powered business...