Tag collection

#accounts-payable

2 solutions tagged “accounts-payable”.

Workflows

Built by Microsoft

Invoice Processing

Finance

Two invoice-processing workflows: log extracted email attachments to a self-provisioning Excel ledger, or use a Dataverse ledger with extraction status and duplicate tracking. Choose based on your use case and licensing.

JL PB

Isha Gautam, Jasmita Lamba, and Pulkit Bhagat

Agents + workflows

Built by Microsoft

Accountant Document Intake & Q&A

Finance

A workflow reads every invoice, spreadsheet, Word file or scanned PDF dropped in SharePoint and writes figures, reasoning and anomalies to Dataverse. A Q&A agent answers from that data through MCP, excluding duplicates and test rows from totals, and opens the source file only when needed.

Adriana Trujillo