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.
Copilot for Finance
Microsoft Copilot lives where most finance teams already work, which makes it the tool you are more likely to be handed than to choose. Excel, Copilot Studio agents, Copilot Cowork, and where it still falls behind Claude on analysis. Written from the Microsoft stack, because that is the stack most of us are stuck on.
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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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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 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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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 vs Claude vs Copilot for Excel (I Tested All 3)
I set up a test of chatgpt vs claude vs copilot on the same three finance tasks and I could not believe how different the results turned out to be.
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Copilot agents for finance, and the 25-query ceiling
Learn how finance professionals are using Microsoft Copilot Agents to automate reporting, research market trends, and build custom tools.
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Claude For Excel Vs Copilot, What I Found
I tried Claude For Excel vs Copilot head to head so you don’t have to, and the results were surprising.
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Microsoft Copilot Tips for Finance Teams
In this guide, I’m going to walk you through the Copilot tips and tricks I use to thrive during close, budget season, and reporting chaos.
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Copilot for Excel, revisited two years after I panned it
I reviewed Copilot for Excel in September 2024 and my verdict was that it was slow, that the formula suggestions missed more than they landed, and that it could not follow logic across tabs. I stand by all of that. It was the honest read at the time. Two years is a long time in this. So I have rewritten this page against what Microsoft documents today, and the short version is that the ceiling moved a long way while the floor stayed roughly where it was. There is also something on the calendar. The =COPILOT worksheet function ends on 14 September 2026. If you built anything on it, that is a migration with a fixed date. Checked against Microsoft’s documentation on 29 August 2026….
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