Microsoft Copilot now available in Excel: finance automation and major data connectors

Microsoft 365 Copilot in Excel now supports new skills for automating multi-step financial workflows, including processes like DCF modeling, variance analysis, and monthly reporting.0 Expanded financial connectors bring direct access to trusted sources such as CB Insights, FactSet, Morningstar, and S&P Global, streamlining data import for analysis. Personalization options and workbook rules further standardize workflows, while Plan with Copilot provides detailed traceability for changes. View article on AlternativeTo »More about Microsoft Excel | Microsoft Excel Alternatives