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Microsoft outlines a Copilot Studio agent that normalizes ERP transactions, checks payment patterns and explicit risk rules, and documents flagged exceptions.
Microsoft describes locating affected work documents, comparing them with updated accounting guidance, and preparing revisions and a review summary.
The example tracks missing receipts, invoice approvals, and unanswered finance queries, then prepares staged reminders and a holdout list for the close owner.
Mistral OCR reads bank statements and GPT-4 proposes transaction-to-invoice matches, returning a reconciliation table with unmatched and review-needed items.