Optimize processes with agent-led time, expense, and approvals

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Apr 30, 2025	Oct 2025

Business value

Copilot and agentic automation detect work from Outlook and Teams. By streamlining time entry, expense report creation, and approval processes, the solution reduces administrative burdens and improves invoice accuracy. This business value results in faster invoicing, fewer errors, and greater satisfaction for project managers, consultants, and invoice administrators.

Feature details

By using Copilot and agentic automation, you can remove inefficiencies in the invoice process. The solution automatically detects work from Microsoft Outlook calendars and Microsoft Teams meetings. These features enable automated creation and submission of time entries. You don't need alerts and reminders that often frustrate project managers, consultants, and invoice administrators.

The automation also helps create, submit, and check policy for expense reports from emails and receipt scans. It includes automatic policy validations. Project managers can upload documents with rules to flag approvals that need review while allowing others to approve automatically.

Overall, these advanced technologies use natural language inferences and automation to help project-centered companies submit accurate invoices, reduce corrections, and remove frustrations and last-minute issues for everyone involved.

Geographic areas

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Language availability

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