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March 26, 2025

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Webinar: Reconcile invoices in seconds using a custom chatbot

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About event

Struggling with invoice reconciliation? Manual processing slows down operations, increases errors, and strains supplier relationships. In this webinar, we will be showcasing how to streamline the whole process of invoice reconciliation with the help of chatbot. Our guest, Tyler Wasson, will guide us on building the chatbot using Microsoft Copilot.

Agenda

Power Automate expert Tyler Wasson will break down the steps in building an AI chatbot for invoice reconciliation using Microsoft Copilot. We will customize the agent to access invoice data, retrieve and cross-reference purchase order details and delivery note, validate internal records in a streamlined reconciliation flow. We will wrap up with live demo and a Q&A session!

Why attend

You will learn how to:

  • Automate invoice reconciliation – Build and work with a chatbot that retrieves and verifies invoice data from email, documents, internal records, ERPs.
  • Reduce errors & save time – Eliminate manual searches and streamline reconciliation with AI-powered automation.
  • Implement a fully integrated solution – Set up an end-to-end workflow that connects seamlessly with your existing financial systems.
Who should attend

This webinar is perfect for professionals in:

  • Finance & Accounting
  • Procurement & Vendor Management
  • Compliance & QA Departments