Finance connectors for AI workflows

Finance workflows often need more than a spreadsheet: SharePoint folders, Outlook messages, ERP notes, Drive files and policy documents. Access should be designed before the pilot, not discovered after the output looks useful.

Practical SME workflow

Use connector planning for a customer collections AI workflow. Define which ERP notes, Outlook threads and policy documents are approved. Exclude personal, HR, legal and unrelated customer material.

Risk and control

Broad access can leak context into the answer. Start with named source folders, named reviewers and a source list in the output. If the model cannot show where a claim came from, the claim stays draft.

Source basis

• Microsoft: Finance Agent overview
• Google Workspace: Gemini in Sheets