Expense 365 AI Agent

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.

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

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