Introducing: Web App for Expense Agent (2026 release wave 1)

Overview

The video introduces a web app used only for the expense agent. It addresses the case where an employee is not a Business Central user but still has to submit expenses. Employees, finance and approvers all work in this app, and the video walks through the process flow for each role.

The demo covers signing in, uploading receipts, AI extraction and categorization, and exception handling when details are missing. It also covers currency conversion to the user’s local currency, manual correction and grouping of expenses, and submission for approval. The presenter notes that automatic grouping is still in progress and fairly simple, and the video points to related sessions on the expense agent.

Key points

• The web app is exclusive to the expense agent and lets employees who are not Business Central users create, review and submit expenses and expense reports.
• To sign in, a user must be registered as an employee in Business Central and allowed to use the expense agent. The demo used a Microsoft Entra account.
• AI extracts numbers, dates and itemizations from uploaded receipts (PDF or image, single files or whole folders) and categorizes them. A handwritten taxi receipt was demoed, with the presenter contrasting it with traditional OCR.
• An expense that passes the initial validation tests is added automatically to a default expense report.
• Receipts in foreign currencies were shown in UK currency in the demo. The presenter describes automatic currency management and conversion.
• When extraction finds issues or missing details, the app shows a summary. Users can correct it, add notes such as marking a meeting as a customer meeting, and save and continue, which reruns the workflow.
• Users can add or drag and drop a receipt onto a specific expense report. The presenter says automatic grouping is still in progress and somewhat simple.

Features

Quotes

• 0:32 “now we have a web app exclusively for expense agents”
• 0:44 “You are not Business Central user but still need to submit expenses. This is very often a scenario”
• 3:15 “this user was registered as an employee in Business Central and furthermore this has been allowed to use the as an expense user”
• 3:58 “if it passes all the initial kind of test for actual getting into business central we will also create”
• 6:13 “It’s a handwritten taxi receipt. Um which you know maybe traditional OCR technology would have a problem with but since this is all AI”
• 7:21 “all the numbers we are showing is in the uk currency even though most of these receipts are foreign”
• 9:09 “expense agent is uh big investment from Microsoft side in this release”
• 9:22 “we have introduction expense agent this session web app to expense agent and D65 chat with expense agent approvals to expense agent and expense”

Disclaimers in the video

• 7:52 subject-to-change: the grouping um still something in progress. It’s somewhat of a simple grouping

Presenters (as heard): Alexander Totovic, Michael Swink.