AI-Agents for Claims in Accounting and Bookkeeping working with Microsoft Office 365

Merge claim file pages in the requested order for each packet.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools

Keep claim emails and their attachments together for file review.

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools

Archive flagged claim attachments and surface missing files.

Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.

Works with5 tools

Archive old claim attachments and report retrieval failures.

Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.

Works with5 tools