Expense 365 AI Agent
Apps 365 & HR365 · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
Expense 365 AI Agent is an intelligent, AI-powered expense management assistant built as an agent for Microsoft 365 Copilot within the Microsoft 365 ecosystem. Embedded directly within Microsoft 365 Copilot and Microsoft Teams, the Agent helps employees, managers, and finance teams create, track, review, and manage expense records instantly using natural language.
Designed to simplify expense operations, Expense 365 AI Agent provides real-time access to expense information—such as expense amounts, approval status, expense categories, reimbursement details, and spending insights—without navigating multiple screens or complex systems.
Show the rest of the publisher’s description (26 more lines)
Built on secure Microsoft 365 infrastructure, the Agent enhances expense visibility, process efficiency, and decision-making while maintaining enterprise-grade security, governance, and compliance.
- AI-Powered Expense Assistant: An intelligent conversational agent for Microsoft 365 Copilot that enables users to interact with expense data using natural language queries.
- Conversational Expense Search: Quickly search and retrieve expense records by expense number, employee, approval status, category, amount, or date
- Expense Creation & Submission: Create and submit new expense entries directly through a guided AI-powered experience
- Expense Approval Tracking: Instantly view the status of expenses, including pending, approved, partially approved, and rejected submissions
- Secure Microsoft 365 Integration: Built on Microsoft 365 infrastructure, ensuring enterprise‑grade security, tenant isolation, and compliance with Microsoft standards.
- Modern UI/UX for Productivity: An intuitive interface designed to improve user experience and simplify expense management processes.
- Modern Conversational Experience: Provides a clean, chat-based interface that reduces dependency on traditional navigation and enables faster access to expense information
- Works with Expense 365: Fully integrated with Expense 365, ensuring AI responses align with existing expense data, workflows, approval processes, and organizational policies
Features
Pricing
KB & Installation
Support
Security & Compliance
Get Started Today: Click the blue "Get it now" button above to start your free, fully featured 14-day trial of Expense 365 AI Agent for one Microsoft 365 tenant. You can turn your trial into a full version by purchasing a license from our website.
Expense 365 AI Agent& Microsoft Teams App Apps365
Link for the knowledgebase: Expense 365 AI Agent knowledgebase
To know more similar products: Apps 365
Prerequisites
An active Expense 365 SharePoint app deployment is required to use the Expense 365 AI Agent.
Recommended browsers
Edge-based on Chromium, Google Chrome, Safari, and Firefox. Internet Explorer is not recommended.
The trial can be turned into a full version by purchasing a license from our website, click here to purchase
For more information, please visit our website Expense 365 AI Agent
Support
If you are looking for more features, we can add them with additional customization costs. If you have any questions, please visit our website for answers on live chat or Raise a support request for this add-in by visiting the support page. Support
Preview
5 images
Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
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
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence 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.