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Use case · Finance Support

A Finance AI agent that answers before the question reaches accounting

Reimbursement caps, required receipts, purchase approval routes: AI Desk Pro gives the exact answer from your spend policy, inside Microsoft Teams, in seconds.

CNAF estimates 32 K€ in annual gains across its Witivio agent portfolio. Every answer cites the official document it came from.

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Finance agentOnline 24/7 in Microsoft Teams
Employee : What is the meal reimbursement cap when travelling?

Finance agent : The cap is 25 EUR including tax per meal in France and 35 EUR including tax abroad. A named receipt is required and must be submitted within 30 days.

Cited sources : Spend policy 2026.pdf, section 3.2 Finance FAQ, SharePoint page
Submit an expense claim
3 secondsResponse time
SourcesCited in every answer

Example of the AI Desk Pro interface

Definition

What is a Finance AI agent?

A Finance AI agent is a conversational assistant that answers recurring internal questions about expense claims, purchasing, supplier invoicing and budget procedures, using the documents approved by the finance department. Built into Microsoft Teams with AI Desk Pro, it cuts the number of follow-ups sent to accounting and makes the rules easier to apply consistently.

Scope

Which finance questions does the agent handle?

You decide which documents the agent uses. It answers only from that set, approved by your finance department.

Expense claims
Applicable caps, required receipts, submission deadlines and edge cases: travel abroad, client entertainment, mileage allowances.
Spend policy
What is reimbursable, who approves it and above which amount. The agent cites the exact clause of your policy and the employee can open it.
Purchase requests
Approval route, the form to use, approved suppliers and the lead time to plan for before committing the spend.
Suppliers and invoices
Documents needed to onboard a supplier, where to submit an invoice, and the invoicing rules that apply.
Close and budget
Closing calendar, cost center coding, commitment procedures and the cut-off dates for data entry.
Finance tools
How to use the expense tool or the purchasing portal, step by step, based on your internal guides indexed from SharePoint.
Benefits

Fewer follow-ups, rules applied consistently

Fewer interruptions
Recurring questions get their answer in Teams. Accounting processes files instead of explaining the spend policy again.
Stronger compliance
The agent answers from the official text, with the exact reference. Expense claims arrive better prepared and rejections go down.
Protected closing periods
Available 24/7, including when your finance teams are focused on the close and cannot take internal questions.
Action bar on an AI Desk Pro answer in Microsoft Teams: references, table, export and send by Outlook
Every answer cites its source and can be exported or sent through Outlook.
Integrations

From the answer to the action

AI Desk Pro webchat on an internal portal, with an employee question and the sourced answer
The AI Desk Pro webchat, ready to embed on your finance intranet.

AI Desk Pro plugins connect the agent to your tools through their APIs: pre-fill a purchase request, check a supplier reference list, open a ticket with the accounting team. These connectors are designed during the project and quoted individually.

The webchat also lets you place the agent on your finance intranet in SharePoint, for employees who look for information from the portal rather than from Microsoft Teams.

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Proof

What organizations gain when they automate their procedures

Organizations that have deployed Witivio agents on administrative procedure questions report fast gains, without a large internal project team.

CNAF estimates 32 K€ of annual productivity gains across its portfolio of agents, which covers internal procedures, IT and HR. Source: CNAF case study.

"Every time an employee uses our specialist chatbot, Eve, 20 minutes of working time are saved."

Portrait of Olivier Bierge, strategic project manager at CNAF, a Witivio customer
Olivier Bierge
Strategic project manager, CNAF
Read the CNAF case study
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FAQ

Frequently asked questions about the Finance AI agent

No. It explains the rules, lists the receipts required and points to the submission tool. Approval stays inside your process and with your designated approvers. Automation through a plugin, for example pre-filling a form, can be studied during the project and quoted separately.

By setting up one agent per entity, or by structuring the question and answer base by scope. Each agent receives the documents of its entity and its own instructions. We frame this during the project, with your finance teams and your IT department.

The agent only answers from the documents you give it. Administrator access is named, authentication goes through Microsoft Entra ID, hosting is on Azure in Europe and anonymous mode can hide user identities in the history. The details are on the AI Desk Pro security page.

Yes. A Finance agent goes live in 4 to 6 weeks with the Witivio experts. Your administrators then create other agents, for IT or HR, on the same platform and without development, reusing the groundwork already done.

Your spend rules, applied without a single follow-up

We show you a Finance agent at work in Microsoft Teams, based on your spend policy, and we frame a first scope together.

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Go further

Continue your evaluation with the pages that matter most to your project.

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