Agent for incoming invoices at a tax firm
Feasible in principle. We found 3 points to settle. An agent in Copilot Studio reads new emails with invoices, files them in SharePoint and suggests a booking.
- LicensingThe agent needs a Copilot Studio permission. Your Microsoft 365 licenses cover the mailbox and SharePoint.
- CostsWith about 300 invoices a month, pay-as-you-go billing is enough. Your IT sets it up in Azure.
- DataInvoices are PDFs and larger than a text file. An additional connector is needed for that.
We will go through more than 10 follow-up questions with you. Setup in two to three days.

