Where it runs
Runs across ERP and finance data for AP, AR and controllership teams.
ERP & Finance
Why it exists
Answering "where is this invoice and why has it not been paid" means three systems and a person who knows where to look.
What it does
A conversational agent over invoicing and finance data that answers in plain language, scoped to what the person asking is allowed to see, with the source record one click away.
What changed
- Invoice questions answered in seconds, self-serve
- Fewer interruptions to the finance team
- Answers that carry their source, so they are trusted
Built with
- Dynamics 365 Finance
- Copilot Studio
- Dataverse