More agile finances with Integrated AI
Automate reconciliations, variance analysis, and collection processes from Excel, Outlook, and your financial systems.
Intelligent agents for processes specific financial
They help finance teams work with data, detect discrepancies, generate analyses, and execute tasks from within the Microsoft 365 environment.
connected financial data
Information from Excel, Outlook, ERP, and other financial systems.
AI integrated into the daily workflow
Support for routine tasks without taking the user away from their work tools.
Real-time insights and actions
Identifying differences, automatic summaries, and suggested next steps.
Three agents to speed up the work financial
Each agent focuses on a specific process: reconciliation, variance analysis, or collections management. The key is to bring AI to the exact point where the team works.
Financial reconciliation agent
Compare financial information across multiple data sources, such as intercompany invoices, accounts receivable/payable, or tax transactions versus tax returns.
Analysis of variance agent
Review financial results and generate comments on deviations between budget, forecast, actual data, periods, products, geographies, or business units.
Accounts receivable collection agent
It prioritizes communications, generates personalized messages, and tracks responses in accounts receivable processes.
Financial processes where AI contributes immediate impact
Financial agents help solve specific tasks within the daily workflow: comparing data, analyzing deviations, and managing collection communications.
Financial reconciliation in Excel
Compare two data sets within an Excel workbook, suggest reconciliation rules, propose mappings, and classify transactions according to their level of matching.
Payments from Outlook
Consult customer information, summarize incoming emails, help draft responses, and record relevant communications in the enterprise system.
Deviation analysis
Review financial results, identify outliers, recommend next steps, and share findings via email or Teams.
Bring AI into everyday life Finance
We help you identify the best starting point, connect your financial systems, and launch your first real-world use case with Microsoft 365 agents.
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AI on a trusted technological foundation
We support organizations in the adoption and implementation of AI solutions with certified experience, business focus and advanced knowledge of the Microsoft ecosystem.
