The four agents, on Microsoft Copilot
Cash Flow Forecast Agent for Microsoft Copilot
It rolls your approved receivable, payable and planned cash rows into a transparent 13-week forecast: week, opening cash, inflows, outflows, closing cash and the assumption behind each line.
Setup guide →Budget Variance Agent for Microsoft Copilot
It maintains your approved budget sheet and explains budget-to-actual variance with the source row linked: account, budget, actual, variance, source, explanation.
Setup guide →Management Reporting Agent for Microsoft Copilot
It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.
Setup guide →Spend Request Agent for Microsoft Copilot
It normalizes incoming spend requests and runs your policy and evidence checks: request, amount, policy check, evidence, approver and status.
Setup guide →How setup works on Microsoft Copilot
With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.
Honest limits
Notebooks need a work or school Microsoft 365 Copilot license. In consumer Copilot, treat each session as fresh: re-attach the files and re-paste the usage prompt.
Questions people ask
Which AI agents for finance teams run on Microsoft Copilot?
All four: Cash Flow Forecast Agent, Budget Variance Agent, Management Reporting Agent, Spend Request Agent. Each is $19 one-time - three plain-text files that live in a Microsoft 365 Copilot Notebook.
Why run finance teams agents on Microsoft Copilot?
With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.
Is this affiliated with Microsoft Copilot?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Microsoft Copilot or its makers.
AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers.