LISA Contract Agent
Bluefort · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
LISA Business Contract Entry Agent brings Agentic AI into Microsoft
Dynamics 365 Business Central, transforming how subscription contracts and
Show the rest of the publisher’s description (51 more lines)
changes are processed.
Instead of manually interpreting customer emails,
attachments, and contract updates, the Agent reads inbound communications and
converts them into structured Sales Quotes and Sales Orders aligned with LISA
Business subscription logic.
Whether creating a new subscription, upgrading seats, adding
add-ons, applying proration, or scheduling a future cancellation, the Agent
ensures every action follows defined commercial and financial rules—maintaining
governance while accelerating throughput.
Pricing, discounts, and billing logic remain controlled by
Business Central. The Agent assists execution—never overrides policy.
The result: faster contract processing, fewer errors,
improved auditability, and scalable recurring revenue operations.
Key features
AI interpretation of inbound customer requests
Interpret emails and attachments to generate structured Sales Quotes and Sales
Orders directly in Business Central.
Subscription-aware order conversion
Automatically convert approved Sales Orders into LISA Business subscriptions or
apply structured changes to existing contracts.
Mid-term change automation
Support add-ons, removals, upgrades, downgrades, and future-dated
cancellations—including proration and credit scenarios.
Controlled invoicing logic
Auto-invoicing only triggers when predefined conditions are met, ensuring
compliance with internal governance.
Full audit traceability
Maintain a clear chain between inbound email, agent action, sales document, and
subscription change.
Pricing governance preserved
All pricing and discount rules remain governed by Business Central—AI assists
execution without altering approved logic.
Scalable batch operations
Designed for high-volume subscription businesses where manual contract entry
does not scale.
Business benefits
Accelerate contract throughput
Reduce manual subscription administration and process contract changes faster
without adding headcount.
Eliminate billing errors at source
Standardize how subscription requests are interpreted and applied, reducing
disputes and credit notes.
Improve audit confidence
Every AI-assisted action is logged and traceable—critical for growing recurring
revenue businesses.
Scale recurring revenue operations
Move from manual contract handling to intelligent, AI-supported lifecycle
management.
Empower finance and operations teams
Shift focus from data entry and correction to strategic oversight and revenue
growth.
Preview
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
4 linksLinked repositories
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