Financial Plan Stress Test

Financial Plan Stress Test is an agent for Microsoft 365 Copilot that pressure-tests budgets, forecasts, business cases and financial datasets before it’s too late.

It anticipates the questions an expert reviewer would ask, so you have the answers ready before anyone asks them.

It surfaces the assumptions, costs and gaps a board would challenge, and produces a structured, evidence-anchored risk review grounded in the real figures from your models and datasets.

Your financial documents are never stored outside of your Microsoft tenant.

Main features

• Point it at your file: Upload a spreadsheet or share a link from SharePoint, and the agent reads your plan, forecast, business case or dataset as it stands.
• Maps the whole thing: Runs a single, comprehensive pass over every tab and section, so nothing is skipped before it reaches a verdict.
• Reads the figures: Challenges growth rates, cost estimates, missing scenarios and best-case reliance, and checks figures that should tie across tabs, flagging breaks with values and locations.
• Identifies what matters: Surfaces the key assumptions your outcome depends on, ranks top risks, and provides evidence from your own input.
• Flags what holds up: Calls out what is solid and well-evidenced, so you know what you can stand behind.
• Readies you for the questions: Anticipates what a board, backer or finance lead would ask, so you walk in prepared.

Problems it solves

• You find out where your numbers are weak before anyone else does. A fast, honest second opinion grounded in your own figures, not invented benchmarks.
• You walk into any review with the answers already prepared. The hard questions are mapped before they are asked.
• It spots where the numbers do not line up, fast. Compares budgets and forecasts across divisions, departments or tabs and flags inconsistencies.

Target audience

Founders, finance leaders, and product or commercial teams who need a fast, structured challenge to a financial plan, whether they built it, inherited it, or need to defend it.

Limitations / account dependency

• An active Financial Plan Stress Test account is required (one-time sign-up before automated review is enabled).
• Requires a Microsoft 365 work or school account and uses Microsoft Entra ID single sign-on (SSO).
• This tool provides analytical assistance only and is not financial, investment or accounting advice.
• Your financial documents are never stored.

Sign up / get started / help

• Sign up / request access: You can create your account directly inside the agent during first-time setup.
• Help / usage guide: View support guide
• Contact us: Support@dovetail.team

Supported languages

• All languages supported by Microsoft 365 Copilot.