---
id: video/egE6UdOfar0
type: video
title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
summary: "Expense Agent in Business Central (2026 release wave 1): AI agent that extracts, categorizes and itemizes receipts, checks compliance rules, and logs expenses into Business Central via APIs. Covers the public preview scope, the rules vs. policies split, and licensing (Copilot credits for non-BC users, Team Member and Essential or Premium for BC users)."
tier: official
language: en
tags:
  - expense management
  - ai agent
  - receipt processing
  - approval workflow
  - expense reporting
  - compliance rules
  - licensing
  - public preview
system: finance
review:
  state: reviewed
  by: opus
  at: "2026-10-07T22:48:13.593Z"
  flags: []
generated:
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    title: "Receipt scanning and attachment: preview"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 191
    quote: everything what is marked really clear color, this is something what we will have in our public preview
  - kind: video
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    title: "Automatic data extraction from receipts: preview"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 219
    quote: So, all of these things are already planned for public preview.
  - kind: video
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    commit: null
    t: 219
    quote: So, all of these things are already planned for public preview.
  - kind: video
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    title: "Per diem calculation: preview"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 219
    quote: system will automatically calculate per diem and based on your location. So, all of these things are already planned for public preview.
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=31s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 31
    quote: Our first goal is to fill a long-standing product gap with AI-powered solution.
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=70s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 70
    quote: basic concept is to automate receipts to get extraction, categorization, itemization, and approvals automatically
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=253s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 253
    quote: As I said, some of these features are in our agent, some of these features are in the Business Central.
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=311s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 311
    quote: expense users that will be interested in filing expenses do not have to be Business Central licensed users and they should not be disrupted
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=691s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 691
    quote: It's required absolutely accuracy, so we cannot say this is enough to have 99% accuracy. They are strict rules and must be 100% accurate
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=767s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 767
    quote: So, in this moment, we have these two options, rules already implemented, policy in a process of implementation.
  - kind: video
    url: https://www.youtube.com/watch?v=egE6UdOfar0&t=814s
    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 814
    quote: if you are using agent, but this is only if you are using expense agent, you are not required to have Business Central license.
  - kind: video
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    title: "Introducing: Expense Agent in Business Central (2026 release wave 1)"
    date: "2026-04-27T14:39:20.000Z"
    commit: null
    t: 905
    quote: This is a big, really big investment, and we do not want to cover everything in one session, no way.
links:
  learn: []
  objects:
    - object/page/6997
  features:
    - feature/573255
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: egE6UdOfar0
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=egE6UdOfar0
published_at: "2026-04-27T14:39:20.000Z"
duration_s: 973
captions: full
audience:
  - functional consultant
  - administrator
  - decision maker
  - partner
chapters:
  - t: 0
    title: Introduction and product motivation
  - t: 31
    title: Expense agent goals and core concept
  - t: 110
    title: Core capabilities overview
  - t: 177
    title: Public preview features and roadmap
  - t: 292
    title: Architecture and system design
  - t: 368
    title: End-user demo - Outlook and web app flow
  - t: 531
    title: Business Central integration and setup
  - t: 631
    title: Rules vs. policies framework
  - t: 767
    title: Licensing model and user access
  - t: 865
    title: Summary and additional resources
features:
  - name: Receipt scanning and attachment
    status: preview
    t: 191
    verified: true
    status_source: video
  - name: Automatic data extraction from receipts
    status: preview
    t: 500
    verified: true
    status_source: video
  - name: Automatic expense categorization
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    t: 206
    verified: true
    status_source: video
  - name: Expense report creation
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  - name: Per diem calculation
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    status_source: video
  - name: Itemization
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    t: 206
    verified: false
    status_source: video
  - name: Compliance rule checking
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    status_source: video
  - name: Policy-based approval process
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    status_source: roadmap
    roadmap_ids:
      - "573255"
  - name: Shared mailbox expense submission
    status: unclear
    t: 382
    verified: false
    status_source: video
  - name: Web app for expense management
    status: unclear
    t: 336
    verified: false
    status_source: video
  - name: Microsoft 365 Copilot Chat integration
    status: unclear
    t: 336
    verified: false
    status_source: video
  - name: Business Central API integration
    status: unclear
    t: 575
    verified: false
    status_source: video
  - name: Expense reports list in Business Central
    status: unclear
    t: 550
    verified: false
    status_source: video
  - name: Expense agent setup in Business Central
    status: unclear
    t: 600
    verified: false
    status_source: video
  - name: Copilot credits licensing for expense users
    status: unclear
    t: 814
    verified: false
    status_source: video
  - name: Team member license for expense management
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    t: 824
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    status_source: video
  - name: Essential or Premium license for posting
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    t: 865
    verified: false
    status_source: video
objects_mentioned:
  - other Expense Agent
  - other Expense Agent Service
  - page Expense Reports
  - other Expense Module
quotes:
  - t: 31
    text: Our first goal is to fill a long-standing product gap with AI-powered solution.
    check: exact
  - t: 70
    text: basic concept is to automate receipts to get extraction, categorization, itemization, and approvals automatically
    check: exact
  - t: 253
    text: As I said, some of these features are in our agent, some of these features are in the Business Central.
    check: exact
  - t: 311
    text: expense users that will be interested in filing expenses do not have to be Business Central licensed users and they should not be disrupted
    check: exact
  - t: 691
    text: It's required absolutely accuracy, so we cannot say this is enough to have 99% accuracy. They are strict rules and must be 100% accurate
    check: exact
  - t: 767
    text: So, in this moment, we have these two options, rules already implemented, policy in a process of implementation.
    check: exact
  - t: 814
    text: if you are using agent, but this is only if you are using expense agent, you are not required to have Business Central license.
    check: exact
  - t: 905
    text: This is a big, really big investment, and we do not want to cover everything in one session, no way.
    check: exact
---

# Introducing: Expense Agent in Business Central (2026 release wave 1)

> Expense Agent in Business Central (2026 release wave 1): AI agent that extracts, categorizes and itemizes receipts, checks compliance rules, and logs expenses into Business Central via APIs. Covers the public preview scope, the rules vs. policies split, and licensing (Copilot credits for non-BC users, Team Member and Essential or Premium for BC users).

[Watch on YouTube](https://www.youtube.com/watch?v=egE6UdOfar0) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-04-27 · 16:13 · tier official · reviewed (checked by Opus)

## Overview

The video introduces the Expense Agent, built to fill a long-standing expense management gap in Business Central. Receipts arrive by email (including a shared mailbox), through a dedicated web app, or through Microsoft 365 Copilot Chat. The agent extracts merchant, amount and date, assigns categories, itemizes some receipt types such as hotels, groups expenses into reports, and writes the data to the Business Central expense module through APIs. The demo covers the Outlook and web app flow, the Expense Reports list page in Business Central, and the agent setup.

The presenter separates compliance rules from policies. Rules are simple checks on amounts and limits and must be 100% accurate. Policy-based approval for complex conditions is still being implemented and is expected near the end, before GA. The video also explains licensing: people who only use the agent do not need a Business Central license, while Business Central users do. The presenter says more automation is planned.

## Key points

- Receipts can be submitted by email, a shared mailbox, a web app built for non-Business Central users, or Microsoft 365 Copilot Chat.
- The agent extracts merchant, amount and date, assigns categories, and itemizes some receipt types such as hotels.
- Compliance rules cover amounts, daily limits and required justifications. They are simple and must be 100% accurate.
- Rules are already implemented; policy-based approval (business class, hotel star rating, alcohol) is still in the process of implementation and will come later.
- Expense report creation currently groups expenses by a specific period, with further automation planned.
- Setup in Business Central covers email configuration, categories, posting groups and user access. Reports appear on the Expense Reports page.
- Licensing: non-Business Central users are charged by Copilot credits, only when using the agent. Business Central users who approve need a Team Member license, even when approving in the web app. Posting expense reports and payments needs Essential or Premium.

## Chapters

- [0:00](https://www.youtube.com/watch?v=egE6UdOfar0&t=0s) Introduction and product motivation
- [0:31](https://www.youtube.com/watch?v=egE6UdOfar0&t=31s) Expense agent goals and core concept
- [1:50](https://www.youtube.com/watch?v=egE6UdOfar0&t=110s) Core capabilities overview
- [2:57](https://www.youtube.com/watch?v=egE6UdOfar0&t=177s) Public preview features and roadmap
- [4:52](https://www.youtube.com/watch?v=egE6UdOfar0&t=292s) Architecture and system design
- [6:08](https://www.youtube.com/watch?v=egE6UdOfar0&t=368s) End-user demo - Outlook and web app flow
- [8:51](https://www.youtube.com/watch?v=egE6UdOfar0&t=531s) Business Central integration and setup
- [10:31](https://www.youtube.com/watch?v=egE6UdOfar0&t=631s) Rules vs. policies framework
- [12:47](https://www.youtube.com/watch?v=egE6UdOfar0&t=767s) Licensing model and user access
- [14:25](https://www.youtube.com/watch?v=egE6UdOfar0&t=865s) Summary and additional resources

## Features

| Feature | Status | At | Evidence |
|---|---|---|---|
| Receipt scanning and attachment | preview, demoed | [3:11](https://www.youtube.com/watch?v=egE6UdOfar0&t=191s) | "everything what is marked really clear color, this is something what we will have in our public preview" ([3:11](https://www.youtube.com/watch?v=egE6UdOfar0&t=191s)) |
| Automatic data extraction from receipts | preview, demoed | [8:20](https://www.youtube.com/watch?v=egE6UdOfar0&t=500s) | "So, all of these things are already planned for public preview." ([3:39](https://www.youtube.com/watch?v=egE6UdOfar0&t=219s)) |
| Automatic expense categorization | preview, demoed | [3:26](https://www.youtube.com/watch?v=egE6UdOfar0&t=206s) | "So, all of these things are already planned for public preview." ([3:39](https://www.youtube.com/watch?v=egE6UdOfar0&t=219s)) |
| Expense report creation | status not stated, demoed | [3:50](https://www.youtube.com/watch?v=egE6UdOfar0&t=230s) |  |
| Per diem calculation | preview | [3:39](https://www.youtube.com/watch?v=egE6UdOfar0&t=219s) | "system will automatically calculate per diem and based on your location. So, all of these things are already planned for public preview." ([3:39](https://www.youtube.com/watch?v=egE6UdOfar0&t=219s)) |
| Itemization | status not stated, demoed | [3:26](https://www.youtube.com/watch?v=egE6UdOfar0&t=206s) |  |
| Compliance rule checking | status not stated, demoed | [11:05](https://www.youtube.com/watch?v=egE6UdOfar0&t=665s) |  |
| Policy-based approval process | preview (roadmap [AI-Driven Approvals](../features/573255.md)) | [11:58](https://www.youtube.com/watch?v=egE6UdOfar0&t=718s) |  |
| Shared mailbox expense submission | status not stated, demoed | [6:22](https://www.youtube.com/watch?v=egE6UdOfar0&t=382s) |  |
| Web app for expense management | status not stated, demoed | [5:36](https://www.youtube.com/watch?v=egE6UdOfar0&t=336s) |  |
| Microsoft 365 Copilot Chat integration | status not stated | [5:36](https://www.youtube.com/watch?v=egE6UdOfar0&t=336s) |  |
| Business Central API integration | status not stated, demoed | [9:35](https://www.youtube.com/watch?v=egE6UdOfar0&t=575s) |  |
| Expense reports list in Business Central | status not stated, demoed | [9:10](https://www.youtube.com/watch?v=egE6UdOfar0&t=550s) |  |
| Expense agent setup in Business Central | status not stated, demoed | [10:00](https://www.youtube.com/watch?v=egE6UdOfar0&t=600s) |  |
| Copilot credits licensing for expense users | status not stated | [13:34](https://www.youtube.com/watch?v=egE6UdOfar0&t=814s) |  |
| Team member license for expense management | status not stated | [13:44](https://www.youtube.com/watch?v=egE6UdOfar0&t=824s) |  |
| Essential or Premium license for posting | status not stated | [14:25](https://www.youtube.com/watch?v=egE6UdOfar0&t=865s) |  |

A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself.

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- other "Expense Agent" at [1:50](https://www.youtube.com/watch?v=egE6UdOfar0&t=110s)
- other "Expense Agent Service" at [5:56](https://www.youtube.com/watch?v=egE6UdOfar0&t=356s)
- [page 6997 "Expense Reports"](../objects/page/6997.md) at [9:10](https://www.youtube.com/watch?v=egE6UdOfar0&t=550s)
- other "Expense Module" at [6:08](https://www.youtube.com/watch?v=egE6UdOfar0&t=368s)

## Quotes

- [0:31](https://www.youtube.com/watch?v=egE6UdOfar0&t=31s) "Our first goal is to fill a long-standing product gap with AI-powered solution."
- [1:10](https://www.youtube.com/watch?v=egE6UdOfar0&t=70s) "basic concept is to automate receipts to get extraction, categorization, itemization, and approvals automatically"
- [4:13](https://www.youtube.com/watch?v=egE6UdOfar0&t=253s) "As I said, some of these features are in our agent, some of these features are in the Business Central."
- [5:11](https://www.youtube.com/watch?v=egE6UdOfar0&t=311s) "expense users that will be interested in filing expenses do not have to be Business Central licensed users and they should not be disrupted"
- [11:31](https://www.youtube.com/watch?v=egE6UdOfar0&t=691s) "It's required absolutely accuracy, so we cannot say this is enough to have 99% accuracy. They are strict rules and must be 100% accurate"
- [12:47](https://www.youtube.com/watch?v=egE6UdOfar0&t=767s) "So, in this moment, we have these two options, rules already implemented, policy in a process of implementation."
- [13:34](https://www.youtube.com/watch?v=egE6UdOfar0&t=814s) "if you are using agent, but this is only if you are using expense agent, you are not required to have Business Central license."
- [15:05](https://www.youtube.com/watch?v=egE6UdOfar0&t=905s) "This is a big, really big investment, and we do not want to cover everything in one session, no way."

## Disclaimers in the video

- [2:57](https://www.youtube.com/watch?v=egE6UdOfar0&t=177s) preview: this is something what we will have in our public preview
- [3:50](https://www.youtube.com/watch?v=egE6UdOfar0&t=230s) subject-to-change: we will continue to invest into this direction to make as more automation as possible. everything what we see this is possible to be done automatically with AI, this is subject of our investment
- [4:13](https://www.youtube.com/watch?v=egE6UdOfar0&t=253s) coming-later: for public preview and for 2026 wave release wave two, plus, so do not take a wrong my assumptions that this is not everything what will come very soon
- [4:41](https://www.youtube.com/watch?v=egE6UdOfar0&t=281s) coming-later: all these things should be delivered before GA. So, it was about functionalities we are covering
- [12:47](https://www.youtube.com/watch?v=egE6UdOfar0&t=767s) coming-later: policy in a process of implementation. And this is what will come on the end.

Presenters (as heard): Alexander Totovic, Monica Ahuja.