AI-Agents for Accountants working with Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Reply to client emails and brief the backup on deadlines before return.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsPrepare transaction CSVs with balance differences called out.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
7 toolsTotal current invoice balances by customer and currency.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsPrepare customer balance write-off requests for the designated approver.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
12 toolsPrepare receipt-backed expense entries for posting review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
4 tools
