Expense Agent (Preview)
Microsoft · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 9 captures on record
What the publisher says
As described on Microsoft Marketplace.
Expense Agent is an AI-powered expense management experience for Dynamics 365 Business Central that automates the entire employee expense process—from receipt capture to reimbursement. In this moment, this agent is in public preview status.
Employees can submit receipts using different channels and not directly in Business Central UI. Expense Agent extracts expense details, categorizes and itemizes expenses, applies company policies, creates expense records, groups them into expense reports, and routes them through approval workflows—all while maintaining auditability and financial control inside Business Central.
Show the rest of the publisher’s description (75 more lines)
Expense Agent reduces manual data entry, accelerates reimbursement cycles, improves policy compliance, and provides finance teams with greater visibility and operational efficiency.
Benefits
- Eliminate manual expense entry and receipt processing
- Reduce employee effort and reimbursement delays
- Enforce company expense policies automatically
- Improve expense accuracy and audit readiness
- Automate approvals and posting workflows
- Keep financial control and accounting inside Business Central
- Enable expense submission without requiring Business Central licenses
Features
Receipt Capture & Submission
- Submit receipts through dedicated Expense Agent web application
- Submit expenses by forwarding receipts to a monitored mailbox
- Upload receipt images and PDF documents
- Support for mobile and desktop expense submission
- Support for multiple receipt formats and layouts
- Process itemized receipts and travel documents automaticallyAI Receipt Processing
- Automatic receipt extraction
- Automatic generation of expense records
- Background processing with status tracking
- AI-assisted review before submissionIntelligent Categorization & Itemization
- Automatic expense category assignment
- Automatic expense subcategory assignment
- AI-driven itemization of expenses
- Support for category-specific processing rules
- Category suggestions based on receipt content
- Automatic population of expense metadataMileage Expenses
- Create mileage expenses directly in a web app
- Enter start and destination points
- Automatic mileage calculation
- Route suggestions
- Fastest and alternative route selection
- Round-trip support
- Route evidence attachment for audit purposesPer Diem Expenses
- Automatic extraction of itinerary details
- Calculation of travel allowance periods
- Policy and location driven per-diem calculation
- Different models of per-diem calculationExpense Policy Compliance
- Automatic validation against company policies
- Soft warnings with user justification
- Hard validation blocks
- Policy-based reimbursement control
- Missing information detection
- Refundability checks
- Threshold and limit validationExpense Reports
- Automatic creation of expense lines
- Automatic grouping into expense reports
- Monthly report consolidation
- Draft → Submitted → Approved lifecycle
- Expense report editing before submission
- Expense report tracking and status visibilityApproval & Workflow Automation
- Expense report submission workflows
- Approve or send back with comments
- Automated workflow orchestration
- Approval policy validation
- End-to-end audit traceabilityFinancial Integration
- Native Business Central integration
- Expense posting
- Employee reimbursement support
- Automatic creation of all applicable entries
- Support for project and task allocation
- Billable/non-billable expense supportAdministration & Governance
- Centralized Expense Agent setup
- Shared mailbox configuration
- Consumption-based billing support
- Policy and rule management
- Review of agent processing activities
- Visibility into extracted vs. categorized data
- Full audit trail and user validation controls
Supported Editions:
Premium and Essential edition of Dynamics 365 Business Central.
Supported Countries:
Australia, Austria, Canada, Denmark, France, Germany, New Zealand, Spain, United Kingdom, and United States.
Supported Languages:
Danish, English, French, German, and Spanish.
Preview
5 images
Agent build and provenance
Sign in to see the provenance.
The evidence, the layer-by-layer tracing, the risk basis, and the cross-marketplace links are open to signed-in accounts.
Sign inSources
Publisher resources
3 linksEvidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.