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Finance & procurement

Finance & Procurement

Where's my PO? Answered.

The finance inbox stops being a status board, and approvals stop stalling silently in someone's holiday.

~50%

fewer 'where is it up to' emails

4–6 weeks

to build

01What people ask itAsked by anyone who has ever emailed finance to ask 'has this been approved yet'

In their words, not ours.

  • “What's the status of my purchase request?”
  • “Do I have budget left on this cost centre?”
  • “Who needs to approve this, and have they seen it?”
  • “Is this supplier approved, and what are the terms?”
  • “What's the process for a new vendor?”

What it does about it

  • Looks up the live approval state and who it is sitting with
  • Explains the procurement steps that apply at that value
  • Nudges the approver, and escalates when it has sat too long

What it reads — and only this

  • Purchase and approval records
  • Delegation of authority
  • Approved supplier list

Where people use itTeams, where the chasing currently happens anyway. Nothing from the open web, and nothing the model merely remembers.

Built withCopilot Studio / Dataverse / Power Automate / Teams

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