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Who uses what

Team tool Company-wideShowback · not an invoice
TeamMicrosoft 365QuickBooks OnlineHubSpotSlackRampOtter.aiZoom WorkplaceShare a year
FinanceCompany-wideUsesNot usedCompany-wideUsesNot usedNot used$5.6k
SalesCompany-wideNot usedUsesCompany-wideNot usedUsesUses$13.8k
OperationsCompany-wideNot usedNot usedCompany-wideUsesNot usedNot used$3.9k
HRCompany-wideNot usedNot usedCompany-wideNot usedNot usedNot used$3.9k

Company-wide tools are split evenly across 4 teams. Tools on several teams split evenly unless you charge them to the owning team.

Excel Copilot can save a monthly analysis as a skill

Microsoft 365 · Aug
NewAvailableIncludedFinance
What changed

Excel skills package the steps of a recurring analysis so Copilot can rerun them on new data.

Who it’s for

Finance, and anyone rebuilding the same workbook every month.

What you can do now

Save your month-end variance steps once and rerun them next month.

What stays with your people

Explaining why the numbers moved.

What comes next

Turn one monthly workbook into a skill before the October close.

Vendor source(opens in a new tab)