AI-Agents for Finance in Wholesale Distribution working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Bring unresolved supplier bills into payables chat before due dates.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
13 toolsSurface bills needing receipt evidence before payment review.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
10 toolsKeep purchase evidence together in the finance handoff folder.
Your finance team gets the approved order and signed supplier terms together, ready to review when an invoice arrives.
8 toolsPrepare a fresh bill review when amended order terms change approval needs.
Keep bill approvals tied to current purchase orders. Your finance operations manager gets a fresh review before the order moves forward.
Surface receiving gaps before bill review decisions.
Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.
9 tools