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Store the file in SharePoint and create one case from the AP inbox or a manual upload.
First product hypothesis
Construction invoice control, before accounting entry.
A proposed Microsoft 365 workflow that helps finance see what is waiting, who owns it, and what needs to happen next—while keeping the existing accounting system.
The problem to test
Approvals spread across inboxes are hard to manage.
For a construction finance team, the question is often simple: who should review this invoice, is the cost code complete, and what is holding it up?
When those answers live in email threads, finance has to chase them manually. The kit is designed to create a consistent control layer between the shared AP inbox and the accounting process.
Proposed outcome
Know who owns every supplier invoice before it becomes late, mis-coded, or lost in an email thread.This outcome is a product promise to test, not a measured customer result.
Proposed workflow
From intake to a clear finance handoff.
Complete details
Finance verifies supplier, amount, project, cost code, due date, and owner.
Review
Route to the project approver, then a second approver when the configured threshold requires it.
Hand off
Show approved cases in a ready queue. Finance enters the bill and records that step.
Invoice Control Starter
A bounded first implementation.
Proposed scope: one legal entity, one shared AP inbox, one customer-managed project routing table, and up to two approval levels. Standard queues cover missing details, no owner, possible duplicates, supplier queries, and overdue review.
The package is planned to include guided setup, training, and handover. The Microsoft 365 tenant and invoice data would remain under customer control.
Proposed setup price: CAD $750–$1,250. This is a pricing hypothesis, not a published quote or validated market price.
Version-one boundaries
People remain responsible for verification and financial decisions.
- No payment release or accounting-system writeback
- No required OCR or AI extraction
- No automatic tax or compliance judgement
- No automatic PO or receipt matching
- No supplier portal or multi-entity routing
Interactive prototype
Explore the control board.
All company names, people, projects, invoices, values, and activity shown below are fictional. Actions change sample data only in this browser session. The demo is not connected to Microsoft 365.
Open the demo in a full window for the best view on a phone.
Pilot fit
Is your team still chasing invoice approvals through email?
Share the current process and one measurable baseline. We are assessing fit before building a live tenant package.
Apply for an early pilot