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Platform capability 05

Automations become more powerful when they work inside your Microsoft ecosystem.

4th Sight can connect finance workflows to SharePoint, Exchange, Outlook, Power Automate and Power BI so documents, emails, files and outputs become part of a joined-up operating process.

This allows teams to read and write documents to SharePoint, access emails, automatically download attachments, apply OCR and AI, and trigger flows from workflow outputs.

Microsoft ecosystem
From Microsoft inputs to automated finance outputs
Connect SharePoint, Exchange, Power Automate and Power BI into governed finance workflows.
01

Receive

Email, SharePoint folder, upload, export or workflow trigger.

02

Download

Automatically retrieve files, attachments and supporting documents.

03

Process

Apply OCR, AI extraction, validation rules and finance logic.

04

Write back

Create outputs, update SharePoint, send files or trigger Power Automate.

Where Microsoft integration adds value

Finance workflows often start or finish inside Microsoft tools. 4th Sight connects those tools into the process.

SharePoint documents

Read and write documents to SharePoint libraries as part of controlled finance workflows.

Email automation

Access mailboxes, read emails and automatically download attachments or documents.

OCR and AI processing

Apply OCR and embedded AI automatically once documents are received or retrieved.

Power Automate triggers

Use workflow outputs to trigger flows, send notifications and connect to Microsoft processes.

Example automations

Connect inboxes, folders, documents and flows.

Microsoft integration helps reduce manual handling where finance users move documents between mailboxes, SharePoint folders, spreadsheets, workflow outputs and reporting tools.

Download invoice attachments from a mailbox
Save documents into structured SharePoint folders
Run OCR and AI extraction automatically
Create exception files for review
Trigger Power Automate approvals or notifications
Write outputs back to SharePoint
Feed Power BI reporting datasets
Send finance workflow summaries by email

Why it matters

The value is in connecting the automation layer with the systems and collaboration tools people already use.

Works inside your Microsoft ecosystem

Use the tools your teams already rely on: SharePoint, Outlook, Exchange, Power Automate and Power BI.

Controlled access

Integrations can be governed with appropriate permissions, service accounts and managed connections.

End-to-end automation

Move from receiving a document to processing it, validating it and routing the output automatically.

Faster finance operations

Reduce the manual handling that happens between inboxes, folders, spreadsheets and reporting packs.

Start with the hand-offs causing the most manual effort.

We can help identify where email, SharePoint, Power Automate and reporting tools should connect into finance automation.

Book an integration review