Use Cases — Finance

Automate the data work. Focus on decisions.

Invoice processing, expense review, financial reporting, budget forecasting — theywork365 finance agents handle the data-heavy workload inside your secure M365 environment, with full audit trail.

Start your first Finance agent How it works

  • 90%

    Faster invoice processing

  • 100%

    Audit trail on every action

  • 0

    Data leaving your perimeter

The challenge

Finance teams handle enormous volumes of structured data — invoices, expenses, budgets, reports — and spend most of their time extracting, reconciling, and formatting it rather than analyzing it. theywork365 finance agents automate the extraction and reconciliation layer, so your team focuses on variance analysis, strategic decisions, and business partnering.

Agents

What Finance agents can do for you.

Each agent is built specifically for your processes and data. Pricing is per action — you pay only for the value delivered.

  1. 01

    Invoice Processor

    per Invoice processed

    Reads incoming invoices (PDF, email attachments), extracts line items and totals, matches to purchase orders, flags discrepancies, and routes for approval — reducing processing time from days to minutes.

    Before

    AP teams manually key invoice data into ERP, check against POs, and chase approvals over email. Processing takes 2–5 days per invoice. Errors cause payment delays.

    After

    Invoices are processed in minutes. Matched invoices go straight to payment queue. Discrepancies are flagged with context for human review only.

    How the agent works — step by step

    1. 1

      Invoice arrives via email or supplier portal

    2. 2

      Agent extracts: vendor, date, line items, totals, VAT, payment terms

    3. 3

      Matches invoice to corresponding PO in ERP system

    4. 4

      Flags any discrepancies: price differences, missing PO, duplicate

    5. 5

      Routes clean invoices to approval workflow automatically

    6. 6

      Logs all actions in audit trail and updates AP dashboard

  2. 02

    Expense Reviewer

    per Report reviewed

    Analyzes employee expense reports against company policy: checks category compliance, receipt presence, amount limits, and duplicate submissions — then prepares a structured approval summary.

    Before

    Finance reviews expense reports manually, one by one. Policy violations are caught inconsistently. Approved expenses sometimes violate policy simply because the reviewer was in a hurry.

    After

    Every expense report gets a consistent policy check in seconds. Finance only reviews the flagged items — the compliant reports are approved automatically.

    How the agent works — step by step

    1. 1

      Employee submits expense report via M365 or expense tool

    2. 2

      Agent reads each line item and checks against expense policy

    3. 3

      Verifies: receipt attached, category correct, amount within limit, not duplicate

    4. 4

      Flags violations with specific policy reference and recommended action

    5. 5

      Auto-approves fully compliant reports below approval threshold

    6. 6

      Generates approval summary for finance manager with flagged items highlighted

  3. 03

    Financial Reporter

    per Report generated

    Generates structured financial reports — P&L, cash flow, budget vs. actuals — directly from your ERP data. Delivers formatted reports to leadership on a defined schedule, ready for board presentation.

    Before

    Monthly reporting takes the finance team 2–3 days of data extraction, formatting, and checking. The CFO receives reports 5–7 days after month-end.

    After

    Reports are generated automatically on day 1 after month-end. The finance team spends their time on commentary and analysis, not data assembly.

    How the agent works — step by step

    1. 1

      Scheduled trigger fires at month-end (or on demand)

    2. 2

      Agent connects to ERP and extracts actuals for the period

    3. 3

      Calculates variances vs. budget and prior period

    4. 4

      Generates structured report: P&L, cash flow, KPIs, variance commentary template

    5. 5

      Formats output as branded Excel/PDF ready for presentation

    6. 6

      Posts to Finance Leadership channel and SharePoint archive

  4. 04

    Budget Forecaster

    per Forecast run

    Produces rolling 3-month budget forecasts by combining actual spend, committed costs, historical patterns, and business signals — delivered to finance and department heads every month.

    Before

    Budget forecasting is a manual process: finance collects inputs from each department, consolidates in Excel, and publishes 10 days after month-end. The forecast is already stale.

    After

    The forecast is produced automatically on day 2 after month-end, combining actuals with pattern-based projections. Department heads receive their own view immediately.

    How the agent works — step by step

    1. 1

      Agent pulls actuals from ERP at month-end

    2. 2

      Calculates run-rate and applies seasonality adjustments from historical data

    3. 3

      Incorporates committed costs from purchase orders and contracts

    4. 4

      Generates 3-month rolling forecast by cost center and category

    5. 5

      Distributes personalized views to each department head via Teams

    6. 6

      Produces consolidated CFO view with variance to annual budget

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