Nance
NanceMicrosoft Teams

Nance + Microsoft Teams.

Communication

Your team already lives in Teams. Nance works there too, as a colleague you message: approve what needs approving, send her a document, ask what something cost, and get on with your day.

The finance work that slows a company down is rarely difficult. It is just badly placed. The payment run waits in a mailbox until someone surfaces from back-to-back meetings. The receipt stays in a coat pocket because filing it means opening a laptop. The question about an invoice gets forwarded three times before it finds the person who knows.

Putting Nance in Teams moves that work to where your team already is. An approval arrives with the context to judge it and a button to tap. A receipt is handled from the restaurant doorway. A question about the books gets an answer in the time it takes to type it, with the entries linked so you can check her working.

What that buys you is not a faster tool, it is a finance function that stops depending on someone being at their desk. Approvals happen the day they arrive instead of the week they arrive. Documents reach the books on the day they exist. Nobody chases anybody for status.

The work itself happens in your accounting system, under rules you set, with every action logged and attributed. Payment runs show where the line sits: Nance prepares the batch and hands it to you, and you release it at your own bank. She never holds your banking credentials and never moves money herself.

Why connect Nance to Microsoft Teams.

The connection and the colleague in one

She reads Microsoft Teams, 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.

  1. Connect

    Through the official Microsoft Teams API, with scoped access. Nothing to install and nothing to migrate.

  2. 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.

  3. She works daily

    What arrives in Microsoft Teams is read, matched and booked in your accounting system. Exceptions come to you with context.

What Nance automates with Microsoft Teams

Approve a payment run between meetings

The prepared batch arrives with suppliers, amounts and anything unusual flagged, and a button to tap. No mailbox archaeology, no waiting for someone to get back to their desk.

Deal with a receipt in ten seconds

Photograph it, send it, forget it. Nance books it under your rules, so expenses stop piling up in coat pockets until month-end.

Get an answer instead of asking around

What did we pay this supplier? Has that customer settled up? Ask in the chat and the answer comes back with the entries behind it linked, not a screenshot from memory.

Know where you stand before the first meeting

What ran overnight, what was booked, what is waiting on you. The state of the books arrives without anyone assembling it.

Approvals in a channel

Coming soon to Teams: route approvals and findings into the channel where the right people already are, so decisions stop travelling by forwarded email. Available in Slack today.

Escalations to the team that owns them

Coming soon to Teams: send payment approvals to finance and debtor escalations to sales, with the underlying entries linked. Available in Slack today.

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 Teams to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

Most Microsoft Teams 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 Teams, applies your rules and does the actual finance work in your accounting package, with approvals where you want them and every action logged.

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.

Hire Nance.

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