Microsoft Copilot Review
AI assistant built into Excel, Outlook and the Microsoft suite.
At a glance
Microsoft Copilot is best for Firms standardised on Microsoft 365. There is a free trial, so you can test it on real work first.
- Pricing
- Custom
- Model
- Custom
- Best for
- Firms standardised on Microsoft 365
- Rating
- 4.0 / 5
Copilot is useful to accountants mainly because it lives inside Excel and Outlook, where the work already happens — formula help, data summarising and email drafting without switching tools.
Data handling under a Microsoft 365 tenant is also easier to reason about for client confidentiality.
What we like
- Works inside Excel and Outlook
- Enterprise data handling under your tenant
- No new tool for staff to learn
What to watch
- Requires a Microsoft 365 licence
- Excel capability varies by task
Microsoft Copilot alternatives
If Microsoft Copilot is not the right fit, these are the closest comparable tools we have reviewed.
| Tool | Best for | Pricing | |
|---|---|---|---|
| ChatGPT | Everyday research and drafting | Free plan | Compare → |
| Claude | Working through long documents | Free plan | Compare → |
| NotebookLM | Working within a fixed document set | Free plan | Compare → |
| Perplexity | Quick research with sources | Free plan | Compare → |
| Ramp | US companies wanting to kill expense reports | Free plan | Compare → |
| Dext | Firms drowning in client paperwork | Free trial | Compare → |
Frequently asked
What is Microsoft Copilot?
Copilot is useful to accountants mainly because it lives inside Excel and Outlook, where the work already happens — formula help, data summarising and email drafting without switching tools. Data handling under a Microsoft 365 tenant is also easier to reason about for client confidentiality.
How much does Microsoft Copilot cost?
Microsoft Copilot does not publish a fixed public price; pricing is quoted per customer.
What are the best alternatives to Microsoft Copilot?
The closest alternatives are ChatGPT, Claude, NotebookLM, Perplexity.
Ready to try Microsoft Copilot?
There is a free option, so you can test it before committing.
Visit Microsoft Copilot →