01 / CAPTURE
One case per invoice
Bring invoices from a shared AP mailbox or manual upload into a register linked to the original document.
Practical workflow kits for Microsoft 365
Clearer work.
Fewer loose ends.
We are developing focused workflow kits for teams whose important work still gets lost between email, spreadsheets, and the system of record.
Our first pilot concept gives construction finance teams a visible owner, decision, and next action for each supplier invoice.
Early-stage offer · No live customer results claimed
Invoice control boardFictional preview
Awaiting review02
Needs attention03
Ready for entry01
Summit Equipment RentalsFraser Crossing · Missing cost codeNeeds detail
Pacific Controls Ltd.Burrard Retrofit · Priya NairOverdue
Evergreen FastenersHarbour Pump Station · ApprovedReady
One place to see what is stuck.Illustrative interface, not a live customer system.
Built around the handoff before accounting entry.Shared AP inbox → accountable review → visible exceptions → human finance entry
The first workflow
Know who owns every invoice.
A focused approval layer for trade contractors and small general contractors who already use Microsoft 365 and want to keep their accounting system.
02 / ROUTE
Give the next step an owner
Use a customer-maintained project routing table and human approval decisions with a recorded history.
03 / RESOLVE
Surface what is blocked
Separate missing details, overdue reviews, supplier queries, and possible duplicates from work ready for finance.
See the idea in action
A working demo, with fictional data.
Explore a sample invoice queue, select a case, and try approval, supplier query, and reassignment actions.
It is an interactive prototype, not an installed Microsoft 365 solution. Its sample records and decisions remain in your browser session.
Open the interactive demoThe design principle
Every invoice should have a clear owner, a current status, and a next action.Product hypothesis to validate with construction finance teams.
A focused first fit
Designed for teams between email and a full AP platform.
✓
Microsoft 365 is already in use
The proposed workflow uses Outlook, SharePoint, Power Automate, and Teams or Outlook approvals.
✓
Finance keeps its ledger
Approved cases enter a ready-for-entry queue. A person verifies and posts the bill in the existing accounting system.
✓
Approval chasing is measurable
A promising pilot has around 50 or more invoices per month and a real delay or follow-up burden to improve.
Early pilots
Does this match the problem your team actually has?
Tell us about your invoice volume, routing method, and biggest blockers. We will use those answers to assess pilot fit.
Review the pilot application