Expenses and advances, handled in Teams and posted to Business Central.
Employees capture bills and request advances in a chat. Managers approve where they already work. Finance gets clean, coded entries in Microsoft Dynamics 365 Business Central instead of spreadsheets.
An employee asks for an advance in plain language. The agent confirms what it is unsure of and builds the request.
From a photo of a bill to a posted entry.
Each step is visible to the employee, the approver, and finance. Nothing posts until a person has approved it.
- 01Capture
Photo or PDF of the bill, from Teams or the web.
- 02Extract
Vendor, amount, and date are read from the receipt.
- 03Verify
The employee confirms or corrects each field.
- 04Bundle
Bills are grouped into a report for a trip or month.
- 05Approve
The approver acts in Teams or the web console.
- 06Post
Approved items post to Business Central.
One process, three points of view.
Employees
- Submit expenses and request advances from a chat in Teams
- Duplicate warning before a bill is submitted twice
- Bundle bills into a report and track its status
- See what is approved, posted, and reimbursed
Approvers
- Approve, reject, or change an amount with a stated reason
- Full report view with every line and receipt
- Decisions reach the employee straight away
- No separate app to install or remember
Finance
- Dashboard of reports awaiting settlement and posting
- Business Central posting state and failure reasons
- Review queue for suspected duplicates
- Leadership reporting on spend by team and period
Built on your ledger, not beside it.
Expense Agent reads its reference data from Microsoft Dynamics 365 Business Central and writes approved transactions back. Tested against live Business Central sandboxes.
Need Business Central itself? See our consulting practiceMaster data sync
Employees, vendors, G/L accounts, and dimension values are read from Business Central, so every line is coded against real records.
Journal posting
Advances and employee-paid reimbursements post as journal lines with the right account and dimensions.
Employee ledger reconciliation
Advances and settlements are reconciled against the employee ledger in Business Central.
Admin-managed connection
The Business Central tenant, company, and credentials are configured by your administrator in settings.
Run it in your own environment.
Deploy Expense Agent on infrastructure you control, and choose the AI provider it uses.
- Your database
- Receipts and other files
- Secrets and credentials
- The AI provider you configure: Anthropic, OpenAI, or Google
- Microsoft Business Central APIs
- Microsoft Bot Framework, for Teams notifications
Self-hosted deployment means your database, your storage, and your credentials stay in your environment — not “fully offline.” Receipt and expense interpretation calls out to whichever AI provider you configure (Anthropic, OpenAI, or Google), Business Central sync uses Microsoft’s cloud APIs, and Teams notifications require your deployment to expose a reachable endpoint for Microsoft’s Bot Framework. Everything else — your database, your files, your secrets — never leaves your infrastructure.
AI assists. People approve.
Human in the loop
Extracted values are shown for confirmation. Only approved items are posted.
Duplicate checks
Likely duplicates are flagged at capture and routed to a finance review queue.
Traceable changes
Amount changes by approvers carry a reason that the employee and finance can see.