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Copilot for Finance - how to setup environment with data

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Posted on 2 Apr 2025 17:40:52 by ÅS-02041732-0

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Hi

I am using Copilot for Finance (preview version) but get error message when I click "Sign in to get started". Se attached image. Seems like I need to pre-setup an "environment" with data to be able to use the plugin in Excel. I have searched the web and watched YouTube videos but cant get a clear description on how to add my Excel sheets to an environment that will enable me to use it with Copilot for Finance. I have a business paid subscricption to Copilot with all rights.

Hope someone can help me.

Copilot for finan...

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