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.

Nance + Outlook.

Email, documents & spreadsheets

Invoices, reminders and supplier requests land in Outlook all day. Nance reads them, files them and acts on them inside the boundaries you set.

Book a demo See how she works

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.

Why connect Nance to Outlook.

The connection and the colleague in one

She reads Outlook, 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 Outlook 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 Outlook is read, matched and booked in your accounting system. Exceptions come to you with context.

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.

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

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.

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 Outlook in an afternoon, and we walk you through it.

Book a demo See pricing