Back to AcademyCopilot Agents

The AI Debt Collector Built in Microsoft 365

5 min

High Days Sales Outstanding (DSO) is bottlenecking your cash flow. Learn the easy 4-step plan to build an AI agent in Microsoft 365 Copilot that reads invoice policies! The catch: basic M365 Copilot can't connect to SAP or your ERP, and DIY API connections risk leaking sensitive financial ledgers across your tenant. Discover how OMNIai uses Copilot Studio to build private, zero-data-egress financial digital employees.

Subscribe on YouTube