AI Data Analysis Tools for Finance with Microsoft 365

Find AI data analysis tools for the finance industry that integrate with Microsoft 365. Compare features and setup.

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ChatGPT

Conversational AI assistant by OpenAI for text, image, voice and code tasks.

$20
Microsoft Copilot

AI assistant by Microsoft embedded across Windows, Office 365 and Edge.

$20
Harvey

Generative AI for law firms and legal departments.

Casetext CoCounsel

AI legal assistant by Casetext (Thomson Reuters) for legal research and review.

$250
Fireflies.ai

AI notetaker that records, transcribes and summarizes meetings.

$10
Fathom

Free AI notetaker for Zoom, Meet and Teams with instant summaries.

tl;dv

AI meeting recorder for Google Meet, Zoom and Teams with insights.

Rewind

Personalized AI assistant that records everything you've seen and heard.

$19
Freshworks Freddy AI

AI assistant inside Freshdesk and Freshservice for support and IT.

$15
Writer

Enterprise generative AI platform with brand-safe LLMs.

$211
Microsoft Excel Copilot

AI assistant inside Excel for analysis, formulas, and visualization.

$10
Numerous.ai

AI spreadsheet add-on for Excel and Google Sheets.

Formula Bot

AI tool that translates natural language into Excel formulas.

$19
Airtable AI

AI features in Airtable for databases and workflows.

$20
Power BI Copilot

AI assistant inside Microsoft Power BI for reports and insights.

$10
Read AI

AI meeting copilot that analyzes engagement and sentiment.

$19
Avoma

AI meeting assistant and conversation intelligence for sales.

$24
Sembly AI

AI meeting assistant that records, transcribes, and analyzes meetings.

$10
Workato

Enterprise intelligent automation platform with AI features.

Motion

AI calendar and task manager that auto-schedules your day.

$12
Greenhouse AI

AI features inside Greenhouse ATS for sourcing and screening.

Lever AI

AI features inside Lever ATS for talent acquisition.

Lattice AI

AI features in Lattice for performance management and HR.

$11
Vic.ai

AI for accounts payable automation and invoice processing.

BlackLine AI

AI features in BlackLine for financial close and accounting.

Lexis+ AI

AI assistant inside Lexis+ for legal research and drafting.

Westlaw Precision AI

AI features in Westlaw for legal research and analysis.

vLex Vincent AI

AI legal assistant on the vLex global legal research platform.

Palantir AIP

AI platform for enterprise and government decision-making.

Amazon Bedrock Agents

AWS service for building generative AI agents that use tools and data.