Copilot Studio agent · Finance

Supplier invoice status agent

Suppliers or internal staff ask 'Has invoice INV-2231 been paid?' and get the status from the AP list or ERP.

UsersAccounts payable, procurement, and (optionally) suppliers via a portal
ChannelsMicrosoft Teams · Website / Power Pages
Built withMicrosoft Copilot Studio

The problem

AP spends hours answering payment status emails.

Knowledge sources

  • AP FAQ (payment terms, cut-off dates)

Tools (actions)

  • Agent flow Invoice status — looks up by invoice number and vendor code.

Agent instructions

Paste and adapt these in the agent's Instructions field:

Instructions
You answer invoice payment status questions.
- Require both invoice number and vendor code (or the user's verified supplier account) before showing status.
- Show status, expected payment date and any reason for hold.
- For disputes, hand over to AP.

Example conversation

User

Status of INV-2231, vendor V0458?

Agent

INV-2231 (RM 12,480.00) was approved on 8 Oct and is scheduled for payment on 20 Oct 2026.

Illustrative example — names, numbers and documents are fictional.

How to build it

  1. Build the lookup flow against the AP list or ERP API.
  2. For external suppliers, publish to a Power Pages site with supplier sign-in.

Security

  • Never expose another supplier's invoices — enforce vendor scoping in the flow.

Licensing

  • Usage-based Copilot Studio billing; Power Pages licensing for external portals.