Agent Use Cases

Real use cases from real workshops

Everything below comes from our Discovery Workshops — surfaced as ideas or already built into agents — plus Microsoft’s out-of-the-box Business Central agents, available as products. This isn’t everything that surfaces in a workshop; we review and refresh this list from time to time.

Industry
Source
Type

AgentFinance

Payment-reminder drafting agent

Reads Business Central and outstanding-amounts reporting, then drafts the right reminder per customer — adapting tone and timing to payment history — with the overdue invoices attached, ready for approval.

AgentFinance

Supplier statement reconciliation agent

Ingests monthly supplier statements arriving as varied PDFs, matches each against the vendor ledger, and sorts them cockpit-style: balanced goes green; mismatches get a proposed explanation.

AgentFinance

Sales-order release agent

Before a sales order is released, checks payment and shipping terms, dates, reservations, customer balance and unusual discounts — and surfaces anything that looks off for review.

AgentFinance

Credit-review agent

Analyses a customer’s recent purchases and payments and suggests payment-term or credit-limit changes.

AgentFinance

Period-end close agent

Reviews open balances, pending payments and bank reconciliations, then presents findings and suggested next actions to support the month-end close.

AgentFinance

Approval-intelligence agent

Learns the organisation’s approval patterns and rates each item low-to-high risk — routine items clear fast, risky ones get escalated early.

AgentWholesale · Retail · Manufacturing

Delivery-date update agent

Parses carrier emails or stored tracking numbers to keep purchase-order delivery dates current — built for many carrier formats, unstructured emails, and exception-heavy workflows.

AgentManufacturing · Wholesale

Website pricing calculator with live BC data

Customer-facing product and pricing answers on your website, pulled live from Business Central — as an embedded chat agent or an interactive calculator.

AgentWholesale · Manufacturing · Retail

Vendor price-list update agent

Periodically updates vendor prices from new — often unstructured — price lists, reading them and mapping them onto Business Central items and prices. Heading for a customer pilot.

AgentWholesale · Manufacturing · Retail

Supplier follow-up agent

Tracks outstanding purchase-order confirmations, drafts and sends the follow-up emails, and flags the ones that need a human — so chasing confirmations no longer eats hours each week.

AgentWholesale · Retail · Manufacturing

Pricing assistant

Proposes sales-price updates from item cost and margin rules across large catalogues, presents the changes for review, and applies them on approval.

AgentFinanceQezaro product

Finance analysis agent — Polaris

Qezaro’s ready-made chatbot agent for ad-hoc “why did this move?” questions — drills into GL, customer and vendor ledger entries live in Business Central. Useful straight away, read-only.

MicrosoftWholesale · Retail

Sales Order Agent

Converts customer order requests — email text and attachments in a monitored mailbox — into Business Central sales quotes and orders, with item lookup and drafting for human review.

MicrosoftFinance

Payables Agent

Captures incoming purchase and vendor invoices, matches them, and prepares them for posting with human review.

MicrosoftFinance

Expense Management Agent

Processes employee expenses — reads receipts, creates and categorises expense entries for approval and posting.

Traditional automationFinance

Duplicate purchase-invoice check

Catch duplicates across renamed suppliers or re-suffixed invoice numbers by matching amount, supplier, date and lines — a retrospective scan plus a recurring check.

Surfaced as an agent candidate — better solved with standard automation or configuration.

Traditional automationWholesale · Retail · Services

Auto-post and send released sales invoices

Scheduled posting and emailing of released invoices, once or several times a day.

Surfaced as an agent candidate — better solved with standard automation or configuration.

Traditional automationWholesale · Manufacturing

Special-item procurement handling

Auto-create and consolidate purchase orders per vendor for non-stock items on orders shipping soon.

Surfaced as an agent candidate — better solved with standard automation or configuration.

Traditional automationWholesale · Manufacturing

Pick-list flags for manuals & inserts

Item-card notes that print only on the pick list, so the warehouse never forgets the insert.

Surfaced as an agent candidate — better solved with standard automation or configuration.

Traditional automationAll industries

Automated KPI reporting by email

Simple figures — revenue, stock — emailed daily or weekly to the right people, no BI tooling required.

Surfaced as an agent candidate — better solved with standard automation or configuration.

Traditional automationWholesale · Retail

Reorder suggestions with one-click PO creation

A trusted replenishment report first, then reorder suggestions, then one-click purchase-order creation.

Surfaced as an agent candidate — better solved with standard automation or configuration.

Traditional automationAll industries

Custom finance & sales reports

Reporting cuts like revenue split by country — custom reports, with an optional AI analysis layer on top.

Surfaced as an agent candidate — better solved with standard automation or configuration.

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