Tag collection

#finance

3 solutions tagged “finance”.

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

Agents

Sales Analyser

Finance

An agent that turns monthly sales spreadsheets in SharePoint into trustworthy analysis: it cleans and reconciles the data, computes YoY, MoM, QoQ and YTD metrics with live currency conversion and outlier flags, explains every transformation, and delivers a branded PDF report and an Outlook-ready newsletter email.

Adriana Trujillo