---
title: AI invoice processing in Microsoft Teams — Fidelic agents
slug: invoice-processing
pageType: use-case
parentHub: Microsoft Teams
parentHubSlug: microsoft-teams
status: published
publishedAt: "2026-05-06T20:00:00.000Z"
lastUpdated: "2026-05-06T20:00:00.000Z"
canonical: "https://fidelic.ai/integrations/microsoft-teams/invoice-processing"
topSearchQueries:
  - "invoice ai"
  - "ai invoice processing"
  - "ai for invoice processing"
  - "ai powered ap automation"
  - "ap automation ai"
  - "accounts payable automation ai"
---

# AI invoice processing in Microsoft Teams

*OMNA-01 watches the AP inbox, extracts invoice data, validates against the PO, and posts the approval thread in the finance Teams channel.*

← Parent: [Microsoft Teams](https://fidelic.ai/integrations/microsoft-teams)

## The problem

Vendor invoices land in an AP mailbox or vendor portal at all hours. Extracting line items, matching to a PO, and routing for approval is recurring work that scales with vendor count, not headcount. Most months the AP team's first three days are catching up on last month's queue.

## Who this is for

Controllers, AP managers, and finance ops leads at companies running 100+ vendor invoices a month through Microsoft 365 + a finance system (NetSuite, Sage Intacct, QuickBooks, or Dynamics 365 Finance). Especially useful when invoices arrive by email and the team operates out of Microsoft Teams.

## What it does weekly

- Watches the AP shared mailbox for new invoice emails
- Extracts vendor, invoice number, line items, and totals from PDF and email body
- Matches against the open PO in your finance system
- Posts an approval thread in the finance Teams channel with the matched PO and any deviations
- Files the invoice in SharePoint with consistent naming, linked to the approval thread
- Tracks the queue weekly: invoices waiting, invoices approved, invoices stuck for human review

## At a glance

- First useful output: An approval thread in the finance Teams channel for the most recent invoice, with vendor info, line items, and the matched PO attached.
- Time to first output: Same day

## How it works

| Trigger | Action | Outcome |
| --- | --- | --- |
| Invoice email lands in the AP mailbox | OMNA-01 extracts vendor, line items, totals; matches to the open PO; flags any deviations | Approval thread posted in the finance Teams channel with the matched PO and the deviation summary |
| Invoice line item exceeds the PO amount | OMNA-01 calls out the variance and tags the budget owner in the channel | Owner reviews the variance in Teams, approves or pushes back to the vendor |
| Invoice has no matching PO | OMNA-01 routes to the no-PO bucket with the requesting team's likely owner inferred from the line items | Finance lead sees the no-PO queue weekly; chases the originator instead of letting it sit |
| Approval given in the Teams thread | OMNA-01 posts the invoice to the AP system and files the PDF in SharePoint | Audit trail intact: email → Teams approval → finance system — all linked |

## What gets wired

- [Wire Teams channels and chats](https://fidelic.ai/integrations/microsoft-teams/setup-teams-channels) — How the agent listens for @-mentions, posts threaded replies, and uses adaptive cards. Base wiring every other use case depends on.
- [Wire Outlook mail](https://fidelic.ai/integrations/microsoft-teams/setup-outlook-mail) — How the agent reads shared Outlook mailboxes, drafts replies, and escalates urgent threads into Teams. Five-minute walkthrough for the workspace admin.
- [Wire SharePoint and OneDrive](https://fidelic.ai/integrations/microsoft-teams/setup-sharepoint-onedrive) — How the agent reads SharePoint sites and OneDrive folders for knowledge search, contract review, and grounding answers in your team's documents.

## Recommended agent

[OMNA-01](https://fidelic.ai/agents/omna) — AI Operations Orchestrator

## What it costs

[OMNA-01](/agents/omna) costs a small fraction of what a mid-market AP coordinator costs. The agent does the parts of AP that scale — the reading, the matching, the filing. An AP coordinator runs $6–10K/month fully loaded; the vendor-relationship work, the dispute resolution, and the close-week judgment calls stay with them. See the math on /pricing.

## Edges of this connection

[OMNA-01](/agents/omna) currently does not:

- Pay invoices. The agent extracts and routes; humans approve and the AP system pays.
- Replace specialized AP automation platforms (Stampli, AppZen, Bill). The agent is the Teams-native first-pass surface; the AP system stays the system of record.
- Read invoices that arrive only in vendor portals (without an email). The agent watches mailboxes; portal-only flows need a separate webhook setup.

---
Canonical: https://fidelic.ai/integrations/microsoft-teams/invoice-processing