Expense Agent (Preview)

Expense Agent automates the entire employee expense lifecycle—from receipt capture to reimbursement—inside Dynamics 365 Business Central. Finance teams and employees benefit from AI-driven extraction, categorization, and policy enforcement that eliminates manual data entry, accelerates reimbursement cycles, and strengthens audit readiness. The agent is currently in public preview.

Key Capabilities

• Multi-channel receipt capture — employees submit receipts through a dedicated web app, a monitored shared mailbox, or mobile and desktop uploads, without needing a Business Central license.
• AI receipt processing — automatically extracts expense details from images and PDFs, generates expense records, and tracks background processing status for AI-assisted review.
• Intelligent categorization and itemization — assigns categories and subcategories, itemizes receipts and travel documents, and applies category-specific processing rules based on receipt content.
• Mileage and per-diem handling — calculates mileage from route suggestions with round-trip support and audit-ready route evidence, and derives per-diem allowances from itinerary details and policy-driven models.
• Policy compliance enforcement — validates expenses against company policies with soft warnings requiring justification, hard validation blocks, threshold checks, and refundability detection.
• Automated reports and approvals — groups expenses into reports with a draft-to-approved lifecycle, routes them through approval workflows, and posts all applicable financial entries, including project and billable allocations.

Integration & Compatibility

Expense Agent is a native Copilot Agent for Dynamics 365 Business Central, Microsoft's SMB ERP, delivered as a cloud SaaS experience. It integrates directly with Business Central's expense posting, employee reimbursement, and project allocation functions, while centralized administration covers shared mailbox configuration, policy management, and consumption-based billing. It is supported on both the Premium and Essential editions of Business Central in Australia, Austria, Canada, Denmark, France, Germany, New Zealand, Spain, the United Kingdom, and the United States, with interface support for Danish, English, French, German, and Spanish.

Who It's For

Ideal for small and midsize organizations running Business Central whose finance and accounting teams are burdened by manual expense entry, slow reimbursement cycles, and inconsistent policy enforcement. It suits controllers, AP and finance operations leads, and compliance-focused buyers across professional services, project-based industries, and any organization with frequent employee travel or billable expenses that need audit-ready traceability.