Outlook AI integration: finance mail handled automatically

In most companies on Microsoft 365, the finance department effectively lives in Outlook. Invoices arrive in three different mailboxes, payment reminders compete with newsletters, and a supplier changing bank details is one unread email among forty.

Nance connects to those mailboxes and works them like a colleague who never falls behind: documents extracted, requests verified, follow-ups sent, decisions queued where a person should look. Your inbox stays the front door. It stops being the bottleneck.

What Nance automates with Outlook

Invoice retrieval

Purchase invoices arriving in Outlook mailboxes are detected and extracted into your accounting flow, whether they come as attachments or portal links.

Missing document search

For every payment without paperwork, Nance searches the mail history, retrieves the document or asks the sender for a copy.

Supplier request verification

Changed bank details and payment requests are checked against your records before anyone acts on them, which is exactly where fraud likes to enter.

Shared mailbox triage

The finance@ mailbox gets sorted continuously: invoices to processing, reminders to the worklist, noise out of the way.

Outgoing follow-up

Customer reminders and supplier chasers go out from the right address, in your tone, on the schedule you choose.

Teams handoff

Items that need a human decision can land directly in a Teams channel, with context attached, instead of being forwarded around.

Connect Outlook to Exact Online, Twinfield, Moneybird & Xero

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

Frequently asked questions

How does Nance connect to Outlook?

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

Can it handle shared mailboxes?

Yes, shared mailboxes are usually the most valuable ones to connect. That is where invoices and reminders pile up between owners.

Does Nance send mail by itself?

Only message types you have approved, using templates you control. Anything sensitive can stay behind a manual approval step.

We also use Exchange rules and a scan service. Do those break?

No. Nance works alongside existing rules and scan services, and usually picks up exactly the documents those tools miss.

Finance mail in Outlook, handled before stand-up