Copilot in Excel just leveled up for finance pros
Microsoft just upgraded Copilot in Excel with repeatable financial skills, third-party data connectors, and built-in auditability. Analysts can now standardize multi-step tasks like DCF modeling via simple SKILL.md files in OneDrive and query institutional data from PitchBook, FactSet, or S&P Global directly in spreadsheets. Crucially, a new planning step outlines every cell change before Copilot executes it.