How does Nance connect to Microsoft 365?

Through the Microsoft Graph API with scoped permissions on the sites, libraries and mailboxes you choose, set up by your Microsoft 365 admin in minutes. Access is revocable at any time.

Does this overlap with the Outlook connection?

They complement each other. Outlook covers the mail front door; Microsoft 365 covers the documents, spreadsheets and files in SharePoint, OneDrive and Excel. Connect either or both.

Does Nance change our files?

Only where you allow it, like updating a working spreadsheet. Reading and filing are the default; anything that writes back stays within the scope you set, and every action is logged.

Is this a replacement for our document management?

No. Microsoft 365 stays your system for documents and files. Nance is the colleague who finds, files and reads them so the finance work around them gets done.

Nance + Microsoft 365.

Email, documents & spreadsheets

Your documents, spreadsheets and files live across SharePoint, OneDrive and Excel. Nance reads them, files what matters and keeps the working files current, so finance stops hunting for the source.

Book a demo See how she works

In most companies on Microsoft 365, the real finance archive is scattered across the suite: an invoice in a SharePoint library, a budget in an Excel workbook, a signed contract in someone's OneDrive, a statement attached to a Teams message. Finance knows the document exists somewhere; finding it, filing it and keeping the working spreadsheets current is the part that quietly eats the week.

Nance works that layer. It connects to your Microsoft 365 through the Graph API, finds and files the documents finance needs, reads the contracts behind payments, and keeps the Excel working files in step with the administration. The suite stays where your files live. Nance is the colleague who keeps them found, filed and current, with every action logged.

Why connect Nance to Microsoft 365.

The connection and the colleague in one

She reads Microsoft 365, applies your rules and does the actual finance work in your accounting system.

Nothing posts outside your rules

You decide what runs automatically and what waits for approval. Every action logged, with the why attached.

One agent across the stack

Payments, commerce, CRM, spend and inboxes: one set of rules and a full audit trail between them.

Up and running in three steps.

Connect
Through the official Microsoft 365 API, with scoped access. Nothing to install and nothing to migrate.
Set the rules
What she books on her own, what waits for you, who approves. Start anything as a Test Run: a read-only preview first.
She works daily
What arrives in Microsoft 365 is read, matched and booked in your accounting system. Exceptions come to you with context.

What Nance automates with Microsoft 365

Documents found and filed

Invoices, contracts and statements in SharePoint and OneDrive are recognized, retrieved and filed where finance expects them, instead of waiting to be forwarded.

Excel kept current

Budgets, schedules and working files in Excel are read and updated by Nance, so the numbers in the workbook track the administration instead of drifting.

Contracts as context

The agreement behind a payment is pulled from the document library and checked before booking, so terms and amounts rest on the source.

Missing document search

For a payment with no paperwork, Nance searches the libraries and retrieves the original, instead of leaving a gap for someone to chase.

Reports where your team works

Monthly reports and board files are assembled into the formats your team already opens, ready for your review and edit.

Consistent filing

Finance documents land in the same place with the same naming every time, so the shared drive stops being where files go missing.

Access and security

No bank connection, no bank credentials, ever
Her own user account with scoped permissions
Every action logged, visible and attributable
Test Run: read-only preview before anything changes
Hosted on Google Cloud in the EU
Your data never trains AI models

Frequently asked questions

Connect Microsoft 365 to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

Most Microsoft 365 connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads Microsoft 365, applies your rules and does the actual finance work in your accounting package, with approvals where you want them and every action logged.

Exact Online

Book, reconcile and close inside your Exact Online administration

Twinfield

Automated processing and period checks across Twinfield administrations

Moneybird

Keep your Moneybird books current and VAT-ready, automatically

Xero

Automate invoice processing and reconciliation in Xero

QuickBooks

Bills coded, bank lines matched and debtors chased inside QuickBooks Online

Security is part of the job.

Nance works inside your financial systems, so we treat protecting them as core product work. The live details are public in our trust center.

Encrypted everywhere

AES-256 at rest, TLS in transit.

GDPR compliant

a standard DPA with every plan.

ISO 27001

certification in finalization.

Hosted in the EU

on Google Cloud, by default for everyone.

Never trains AI models

your data stays yours alone.

Payments stay at your bank

Nance prepares the batch, you release it.

Open the trust center →More on security →

✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean

✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices

✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions

✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue

✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run

✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices

✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review

✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard

Hire Nance.

Connected to Microsoft 365 in an afternoon, and we walk you through it.

Book a demo See pricing