# 微软将 Excel Copilot 转变为金融工作流系统

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-06-26 03:56
- AIHOT 分数：60
- AIHOT 链接：https://aihot.virxact.com/items/cmqty92r700ajslcvzfex87p8
- 原文链接：https://x.com/rohanpaul_ai/status/2070234632692670812

## AI 摘要

微软为 Copilot in Excel 新增 FactSet、Morningstar、PitchBook 等数据连接器，支持团队通过 SKILL.md 定义 DCF 模型、三表模型等可重复任务。Copilot 可遵循团队设定的格式、命名和公式规则。Plan with Copilot 强制模型在编辑前声明操作范围与假设，Show Changes 则标记 AI 与人工编辑。CEO Satya Nadella 称此举可通过 skills 扩展团队专业知识。

## 正文

Microsoft just turned Copilot in Excel into a finance workflow system

So it can follow team-defined methods， pull institutional data， and leave an audit trail for every workbook edit.

The new connectors bring finance data from FactSet， Morningstar， PitchBook， CB Insights， Daloopa， and S&P/Kensho into Excel， which means analysts can start from licensed market， private-company， filing， research， transcript， and fundamentals data instead of copying numbers by hand.

For Finance work its so important for AI to show the source， the formula path， or the exact cells it changed， because closing books， updating forecasts， and building valuation models depend on traceable numbers.

Microsoft's answer is skills， where a team writes a SKILL.md file that tells Copilot how to run repeatable jobs like DCF models， 3-statement models， board packages， variance analysis， and monthly reporting.

Personalization and workbook rules make Copilot follow preferred formatting， naming， structure， and formula conventions， so the AI behaves less like a generic assistant and more like a junior analyst trained on the team's house style.

Plan with Copilot forces the model to state which ranges， sheets， formulas， and assumptions it wants to touch before it edits， while Show Changes now labels Copilot's edits beside human edits.

### 引用推文

> Satya Nadella：Today we're bringing skills to Copilot for Excel, giving teams a new way to scale their expertise across every workbook.