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Expense Agent

Live webinar | Tuesday 11 August | 10:00am (BST)
Lesson 5

From receipt to reimbursement

Everyone has them. Receipts tucked into wallets, screenshots lost in camera rolls, and PDFs sitting in inboxes waiting to be claimed.

Microsoft's new Expense Agent for Business Central is designed to take the hassle out of employee expenses. Employees can submit receipts through a dedicated web app or a shared mailbox, while AI automatically extracts information, categorises expenses and prepares them for review and approval.

In this practical webinar, we'll follow an expense through the entire process, from receipt submission to reimbursement. We'll also explore setup requirements, Copilot Credits, licensing considerations and where Expense Agent can deliver the greatest value.

Join us to see why one of Microsoft's newest Business Central agents is generating so much interest.

 

What we’ll cover

In this session, we'll walk through the complete process and explore what it takes to get started within Business Central.

During this webinar, we'll cover:

  • How employees can submit receipts through a web app or shared mailbox without needing a Business Central licence 
  • How AI extracts information, categorises expenses and creates expense reports automatically
  • The complete journey from receipt submission through to approval and reimbursement
  • Key setup requirements, configuration options and licensing considerations
  • How Copilot credits are  used and where Expense Agent can deliver the greatest business value



Why attend?

Expense Agent is one of Microsoft's newest additions to Business Central, and it's already attracting significant attention.

This session will help you understand what it does, how it works in practice, and whether it's a capability worth considering as part of your future finance and expense management strategy.

Who should attend?

This session is ideal for:

  • Finance directors and managers
  • Accounts payable teams
  • Business Central users
  • IT and digital transformation leaders
  • Organisations looking to streamline expense management processes
  • Businesses exploring Microsoft's latest AI capabilities within Business Central

 

Ready to join us?

Simply click the link below and complete the booking form to secure your place on the webinar. We look forward to seeing you there!

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