How To Set Up Power BI Copilot And What It Really Costs
Power BI Copilot needs a paid Fabric capacity, not Pro. Here’s the full setup, what an F2 really costs, and what the tool does once it’s running.
AI Tools for Finance
I test AI tools on real finance work before writing about them. Claude, ChatGPT, Copilot, Gemini, and the finance-specific tools that keep turning up in sales demos. Comparisons with a verdict at the top, plus the three tool guides below.
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My AI finance stack, and what I dropped
The question I get more than any other is some version of: fine, but what do you actually use? Fair question, and most answers to it are useless because they list everything the writer has an affiliate link for. So this is the short version, organized by what each thing is for, with a link to the post where I put it through real work. There is also a section on what I stopped reaching for, which is usually the more useful half. Current as of 29 August 2026. This page gets updated rather than rewritten, so the date at the top is the one that matters. The whole stack on one screen The job What I use Where I put it through real work…
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How To Use Copilot Finance Skills In Excel
Microsoft shipped finance skills into Copilot for Excel. What is in the box, what it misses, and the two skills I wrote to cover a monthly close.
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Claude Projects for Finance, One Project Per Cycle
A Claude Project is a workspace with its own knowledge base, its own instructions and its own memory. You load the documents once, write the standing instructions once, and every conversation inside it starts already knowing your business. Most explanations stop at calling it a folder for chats. That undersells the part that matters for finance work, which is that each project accumulates its own separate context and keeps it away from everything else you do. The decision that matters is how you slice them Nearly everyone starts with one project called Work, fills it with everything, and then wonders why the answers get vaguer. The knowledge base is doing its job. You gave it too many jobs. Anthropic’s documentation is explicit that each project…
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Copilot for Finance, and What Your License Includes
Most people do not choose Microsoft Copilot. It arrives, because the company already pays for Microsoft 365 and somebody in IT switched it on, and then the question becomes what you can do with it. That is the honest framing for this whole page. With Claude or ChatGPT you pick a tool and learn it. With Copilot you find out what your license includes and work from there. So this starts with the license, because that is where everyone gets stuck, and then covers each surface in the order you are likely to reach for it. Start here, because the license decides everything else Microsoft 365 Copilot is a paid add-on. It is not included in a standard Microsoft 365 Business or Enterprise subscription, and…
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How To Use Gemini Notebook for Finance
Google renamed NotebookLM and gave every notebook a cloud computer that runs Python on your files. I gave it a P&L, a general ledger, six months of bank data and 336 manager comments, and it built my month-end review pack in 20 minutes.
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How I Use Microsoft Copilot Cowork for Finance
Microsoft Copilot Cowork went GA in June 2026 and your M365 license probably covers it. Here’s how I set it up for finance work, taught it my month-end, and put it on a schedule so it runs without me.
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I Turned Claude Into My Accountant
I turned Claude into my accountant. It coded every transaction, caught $115K in problems, and booked the month-end entries. Here’s exactly how the close ran, step by step.
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How to Build a Copilot Studio Agent for Finance
I built a Copilot Studio agent on 18 months of real P&L. It answers from my own files, writes the month-end variance pack straight to SharePoint, and scans the bank data every weekday morning for duplicate payments. Here is the full no-code build, plus what it costs and where it breaks.
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ChatGPT Work vs Claude Cowork, Three Finance Jobs Tested
I ran ChatGPT Work and Claude Cowork through the same three finance jobs on day one, same files and skills. Here is which AI agent I would trust with your close.
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