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All use casesFinance and admin

AI for finance and admin

Finance and admin work depends on finding the right file, getting the numbers right and never changing something by accident.

1

Find it without knowing where it is

The agent searches file names and the text inside Word, Excel, PowerPoint and PDF files across connected stores.

There was a spreadsheet in my OneDrive about the office fit-out costs. I don't remember where it is. Find it and tell me the total.

2

Compare and save back

Work comes back as a spreadsheet or PDF in the folder you expect.

Compare the latest price list in the Sales SharePoint with last year's, and save the differences as a spreadsheet back in the same folder.

3

Follow up payments safely

Connect your payments app and turn on Ask before changes, so nothing is changed until you approve it.

Look up this customer in Stripe, list any failed payments or overdue invoices, and draft a friendly reminder.

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