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We build a workflow that watches a mailbox you nominate, recognises invoices and receipts, files each one into the correct SharePoint library, and appends a line to a running ledger — vendor, amount, due date, and a short ID360 AI summary. Your bookkeeper opens one organised folder instead of digging through email.
An invoice or receipt arrives in a shared Outlook mailbox
It is filed to the right SharePoint folder, logged to a running sheet, and summarised for you
We design the folder structure and ledger columns with you during onboarding.
We build the workflow on Azure and point it at that mailbox and that library.
We test it against a batch of your real invoices before it goes live.
We monitor it and adjust the filing rules as your vendors change.
This one already runs on our platform. It is one of the workflows we operate on Azure for every client on it, so there is nothing to build — once your tenant is connected and the automation is configured, it starts on its next scheduled run.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding, run it against the permissions listed in our terms, and record every access to your per-client audit log. See how it fits together.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Approvals reach the right person and the outcome lands back on the request, not in someone's inbox.
Book a 20-minute call. We'll confirm the fit, the plan, and a go-live date.
Book a setup call