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Integrations Microsoft Exchange Online

Integration · Communication and collaboration

Microsoft Exchange Online + Finn.

Microsoft Exchange Online integration with Finn. Microsoft Exchange Online provides hosted business email, calendars, contacts, and distribution groups.

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The work behind the connection

What you can do with Microsoft Exchange Online.

Microsoft Exchange Online provides hosted business email, calendars, contacts, and distribution groups.

Run the accounts payable inbox through bill entry

Finn turns incoming supplier invoices into matched, reviewed accounting records and sends suppliers a clear response from the finance mailbox.

Typically handled byAccounts payable clerk

Starts when

A supplier sends an invoice to the company's Exchange Online finance mailbox.

What Finn handles

  1. Read the invoice and attachments, match the supplier and purchase order in the connected accounting or purchasing system, and ask for missing information by email.
  2. Route price or purchase discrepancies to the finance owner, then create the accepted bill in the connected accounting system and file the invoice in connected document storage.
  3. Reply from the finance mailbox with the recorded receipt or clarification, link the accounting record to the message, and mark the intake work complete.

The result

The invoice is recorded in accounting with its evidence, and the supplier receives the correct confirmation or resolved discrepancy response.

Resolve orders arriving in a shared support mailbox

Finn takes an order question through investigation, the routine order action, and the final customer reply while keeping the support record current.

Typically handled byCustomer support representative

Starts when

A customer sends an order problem to the shared support mailbox.

What Finn handles

  1. Read the thread, identify the order in the connected commerce system, and compare its fulfillment and delivery records with the customer's reported problem.
  2. Answer the actual issue and perform the order change or replacement allowed by the business's policy through the connected commerce tool, obtaining an exception decision when necessary.
  3. Send the customer the confirmed result from the support mailbox and update the connected support case with the action, supporting records, and final reply.

The result

The order issue is resolved or assigned with a specific outstanding decision, and the customer receives the verified result.

Turn inbound sales mail into a booked next step

Finn works the sales mailbox from the first inquiry through qualification, customer records, and a meeting with the right salesperson.

Typically handled byInbound sales coordinator

Starts when

A prospect emails the company's shared sales address.

What Finn handles

  1. Read the inquiry, check the connected CRM for the company and existing conversations, and collect the details needed to understand the buyer's requested outcome.
  2. Create or update the CRM lead, choose the responsible salesperson using the team's assignment rules, and offer meeting times from the connected calendar.
  3. Book the agreed meeting, send the confirmation and relevant company material from the sales mailbox, and record the conversation and next action in the CRM.

The result

The prospect has a confirmed next step, and the salesperson receives a complete lead record and meeting context.

Collect a supplier's complete onboarding packet

Finn manages the supplier email exchange until the required documents and business details are recorded in the proper purchasing workspace.

Typically handled byVendor onboarding coordinator

Starts when

Purchasing accepts a new supplier and requests its onboarding documents.

What Finn handles

  1. Read the supplier checklist from connected company knowledge, send the required document request from the procurement mailbox, and track each response against the supplier record.
  2. Save submitted files to the restricted connected document workspace, identify missing or inconsistent information, and follow up with the supplier until the packet is complete.
  3. Route the completed packet to the designated review owners, record their decisions in the connected purchasing system, and send the supplier the accepted next step.

The result

The supplier record contains a complete reviewed packet and a documented onboarding decision.

Keep customer collections tied to actual payment status

Finn manages routine payment follow-up through the finance mailbox while the accounting system remains the authority on what the customer owes.

Typically handled byAccounts receivable coordinator

Starts when

An invoice reaches a follow-up date in the connected accounting system.

What Finn handles

  1. Read the invoice balance, due date, payment history, and prior mailbox conversation, then send a clear reminder with the correct invoice and payment instructions.
  2. Answer routine questions using the accounting record, send billing disputes to the finance owner, and record customer commitments in the connected accounting or CRM system.
  3. Check the resulting payment status, stop reminders when the balance is settled, and send the customer the receipt or agreed resolution from the finance mailbox.

The result

The customer receives accurate follow-up, with payment or dispute outcomes recorded and settled invoices removed from the reminder cycle.

Carry an employee request through the shared services inbox

Finn turns a facilities or internal service email into a completed request with an accountable service record.

Typically handled byShared services coordinator

Starts when

An employee emails the company service mailbox about a routine workplace need.

What Finn handles

  1. Read the request and the relevant company procedure, collect missing location or timing details by email, and create the request in the connected service system.
  2. Obtain the service owner's decision where required and arrange the permitted booking, work order, or fulfillment action through the connected workplace tool.
  3. Confirm the completion from the service record, reply to the employee from the shared mailbox, and close the request with the actual result and correspondence.

The result

The employee receives the completed service and the shared services team has a traceable request history.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Microsoft Exchange Online.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

Put your Microsoft Exchange Online integration to work.

Tell us which records, actions, and teams the connection needs to support.

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