Finance agents documentation

Discover how to make the most of Finance agents with online training courses, docs, and videos covering product capabilities and how-to articles. Learn how to use Finance agents to surface insights that support strategic decision-making and reduce the time spent on manual, repetitive work.

About Finance agents

Overview

• What are Finance agents?

Get started

Get started

• Install Finance agents (admin-deployed)
• Install Finance agents (business user-deployed)

Architecture

Overview

• Data handling in Finance agents

Use Finance agents

How-To Guide

• In Excel
• In Outlook

AI capabilities

How-To Guide

• Financial Reconciliation agent
• Collections in Outlook