Automated PO Capture
Captures and extracts outgoing PO details
Invoice Agent
FinancePurchase Order and invoice processing across Microsoft 365
Use cases
Configures PO, Invoice, Finance Notification, and Agent Sender Email mailboxes
Estimated setup time
30-45 Minutes
About Invoice Agent
Invoice Agent automates purchase order and invoice processing in Microsoft 365. It uses AI to monitor documents, extract key business and financial data, store them securely in SharePoint, match vendor invoices to purchase orders, and update finance teams through Teams and Outlook - reducing manual entry, improving accuracy and audit-ability, and accelerating reviews and approvals.
Standard Features
Pre-built capabilities included in the standard version of the agent.
PO Repository
Stores and indexes Purchase order data
Invoice Ingestion
Extracts invoice lines, amounts, and taxes
Approval Automation
Speeds invoice review and approvals
M365 Integration
Connects the workflow securely across M365