Serrala Announces AI-Powered Finance Automation App for Microsoft Teams

Serrala recently announced the integration of its award-winning financial automation solutions with the Serrala Microsoft Teams app, bringing AI-powered efficiency directly into daily workflows. This enhancement streamlines financial transaction processing, for multiple Serrala solutions. The app allows busy business users can approve transactions up to 90% faster without ever leaving Microsoft Teams. With use cases available for both accounts payable and accounts receivable, the app will help finance teams automate processes and optimize outbound cash flows, giving them more time to focus on higher-value tasks.

“With our long-standing collaboration, we are excited to offer the new Microsoft Teams app extending the capabilities of our finance automation solutions to Microsoft customers. By leveraging Microsoft’s technology stack, Serrala is optimizing financial workflows with unmatched flexibility—anytime, anywhere,” said Magali Nedjar, SVP Partner Ecosystems at Serrala.

This latest innovation empowers finance teams by embedding AI-driven automation within Microsoft Teams, allowing them to collaborate with business users who can easily:

• Approve or reject supplier invoices or credit approvals with a single click.
• View transaction details including headers, line items, and attachments.
• Forward transactions to colleagues for additional review or approval.
• Add notes and view documents to support decision-making.
• Ensure secure access to finance data and documents—all within the app.

The app reduces process cycle times, improves collaboration, and ensures seamless integration with their existing financial workflows.

Meeting the market’s growing demand for finance automation

The need for end-to-end finance automation is more urgent than ever. According to the SAPinsider AI & Automation in Finance benchmark report, over 80% of finance professionals consider automation a priority. Yet only a fraction have implemented the necessary solutions.

• Only 31% of companies use invoice and payment processing solutions.
• Just 19% leverage advanced analytics and dashboards.
• Only 18% have implemented process and workflow automation.

Serrala’s Microsoft Teams integration bridges this gap. It offers a scalable, user-friendly solution to finance teams looking to accelerate approvals, reduce errors, and enhance financial visibility.

Explore Finance Automation in Action

For organizations looking to maximize the benefits of integrating Microsoft Teams with SAP, Serrala is hosting an i20 Session at SAPinsider Las Vegas 2025: Finance at Full Speed with Microsoft Teams & SAP to showcase how businesses can revolutionize financial workflows. This session will explore how combining Microsoft Teams and SAP can eliminate inefficiencies, accelerate approvals, and provide real-time AI-driven insights. Hear from Matt Pitcher, Director of Product, AP and Data Capture, and Kelly O’Hara, Solutions Architect, to gain practical strategies for enhancing financial processes while ensuring speed, accuracy, and seamless collaboration.

Don’t miss this opportunity to see finance automation in action and discover how your organization can stay ahead with AI-powered financial workflows.

Achieving intelligent and accurate financial insights

For accounts payable users, the AI-powered app from Serrala offers more than flexible invoice approvals. It also uses GenAI to enable organizations to make data-driven financial decisions. Users can ask questions directly in the Microsoft Teams chat to gain real-time insights into spending trends, cash flow patterns, and invoice discrepancies. The enhanced financial visibility available with the Serrala app enables businesses to optimize payment terms, improve vendor negotiations, and better manage outgoing payments to strengthen supplier relationships and maximize cost savings.

Real-time invoice status tracking helps minimize errors like duplicate payments or misallocated funds by automatically reconciling invoices, purchase orders, and receipts. This ensures greater accuracy and reduces costly mistakes that could impact financial planning.

By embedding intelligent automation into the app, Serrala empowers finance teams to collaborate efficiently with busy business users, with tools that help everyone work smarter, reduce costs, and enhance productivity. The app also improves access to accurate financial insights for all stakeholders. User can see financial data with the click of a button, so they can make timely, strategic decisions, and drive improved financial stability and operational success.

What This Means for SAPinsiders

Smarter workflows drive better decisions. Though most companies understand how important they are, few SAP organizations actually leverage AI, automation, and other advanced technologies to streamline their essential financial workflows. These tools not only improve accuracy and reduce time to value but also improve the insights business leaders can access.

Integrating solutions saves time and frustration. Solutions like the Serrala Microsoft Teams app represent a growing prioritization of integration among SAP organizations. Finance teams can manage invoices, credit approvals, and gain financial insights without leaving Microsoft Teams, eliminating time-consuming platform switching.

Stay on the front foot by embracing AI-powered automation. Finance and accounting teams are under growing pressure to do more with less. They must also deliver intelligent, actionable insights to decision-makers, all while minimizing errors. Organizations that fail to modernize their workflows risk inefficiencies, delays, and ultimately falling behind the competition.