Finance agents

AI agent

Finance agents assists with financial reconciliation and collections in Excel and Outlook.

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TypeAI agent
RoleBundled component
AvailabilityDemonstrated, not sold
DeploymentSaaS
Intended for—
SecurityNot recorded
StatusActive
Sold withinMicrosoft 365 — Included with the parent
PricingNot recorded

What it does

marketplace.microsoft.com

Sources

Pricing

Official documentation · 14 Oct 2026

"an additional free or paid license"

Description

Official documentation · 14 Oct 2026

"data reconciliation and collections"

What it does

Official documentation · 14 Oct 2026

"automated reconciliation report creation"

Sold within

Official documentation · 14 Oct 2026

"right alongside you in Microsoft 365 applications"

Name

Official documentation · 14 Oct 2026

"Finance agents is your AI assistant for finance."

URL

Official documentation · 14 Oct 2026

"Finance agents is your AI assistant for finance."

Deployment

Official documentation · 14 Oct 2026

"online versions of the Copilot application"

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