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Copilot for accountancy

Microsoft's AI layer that combines GPT and Claude models with your own organisational data and the Microsoft 365 apps.

Recommended for accountancy

Copilot excels at deep Microsoft 365 integration and grounding on your own data via Microsoft Graph, which suits drafting annual accounts and notes.

GDPR profileOur summary of what the provider itself publishes about your data: EU hosting possible, no training on your data for business use, and self-hosting available. Caution applies to a model with a documented problem, such as an investigation by a regulator. How we measure
GDPR: Caution
QualityQuality from blind duels on LMArena: users choose between two anonymous answers. A difference of about 20 points is noticeable, a few points is noise. How we measure
1485Elo, independent
Editorial scoreOur own assessment on 10 of suitability for professional work, price and privacy. This is a judgement, not a measurement; that is why it always sits alongside the Elo. How we measure
8,3
Entry price
from €10 / month
Full GDPR check

What Copilot does in accountancy

Core tasks in accountancy
  • Drafting annual accounts and explanatory notes
  • Analysing transactions and discrepancies
  • Researching tax regulations
  • Writing advisory reports for clients
Where Copilot is strong
  • Deep Microsoft 365 integration
  • Grounding on your own data via Microsoft Graph
  • Strong enterprise governance and compliance
  • Choice between GPT and Claude models

Copilot has a specific GDPR concern. The Claude models within Copilot officially fall outside the EU Data Boundary. If you want strictly EU-only processing, exclude the Claude models in the admin panel. Weigh this heavily before deploying it in accountancy.

Confidentiality and GDPR

GDPR: Caution

Never rely blindly on AI output for figures or tax rules: have an accountant verify everything. Mind the confidentiality of client records.

Microsoft 365 Copilot (business) falls under the EU Data Boundary and does not train on tenant data. Consumer Copilot does train by default, with an opt-out.

Rule of thumb Use the business variant with a data processing agreement, and keep a human in the loop for decisions that matter.
Caution the Claude models within Copilot officially fall outside the EU Data Boundary. If you want strictly EU-only processing, exclude the Claude models in the admin panel.

Prices

Microsoft 365 Personal/Familyfrom €10 / monthPersonal €10/month, Family €13/month, Premium €22/month (higher Copilot limits); Copilot Pro has been discontinued
M365 Copilot Business$21 / seat / monthAnnual ($25.20 monthly); limited-time offer from $18; requires an M365 licence
M365 Copilot (Enterprise)$30 / seat / monthAdd-on to an M365 licence; $31.50 when billed monthly

Other models for accountancy

Claude for accountancyAnthropic · editorial 9.01506Le Chat (Mistral) for accountancyMistral AI · editorial 8.41426Perplexity for accountancyPerplexity AI · editorial 8.0–Gemini for accountancyGoogle · editorial 8.61527
All options for accountancy
Professional tools on Copilot

We are not aware of a professional tool for accountancy that publicly runs on Copilot.

Questions about Copilot for accountancy

Is Copilot suitable for accountancy?
Yes. Copilot excels at deep Microsoft 365 integration and grounding on your own data via Microsoft Graph, which fits accountancy well. Always assess the specific task and keep a professional in the loop.
Can I put confidential data into Copilot?
Never rely blindly on AI output for figures or tax rules: have an accountant verify everything. Watch the confidentiality of client records. Microsoft 365 Copilot (business) falls under the EU Data Boundary and does not train on tenant data. Consumer Copilot does train by default, with an opt-out.
How much does Copilot cost?
There is Microsoft 365 Personal/Family (from €10 / month), M365 Copilot Business ($21 / seat / month), M365 Copilot (Enterprise) ($30 / seat / month). Check current prices on the official site.
Next stepAll 39 options for accountancyProfessional tools and general assistants side by side, compared on GDPR profile, price and quality.

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