Microsoft rolled out new features for Copilot in Excel aimed at financial teams. It now includes ready-made skills for common tasks, connections to six financial data sources, and full transparency of its actions.

Copilot uses templates to perform tasks like company valuation models or quarterly closes step-by-step instead of improvising. It pulls data directly from sources like CB Insights, PitchBook, FactSet, and S&P Global without manual input.

Before making changes, Copilot shows a detailed plan of affected cells and formulas. All edits are logged and marked as done by Copilot. The update is available for Microsoft 365 Copilot users on Windows, Mac, and browser.