Transform your business

Transform your business process using the power of Microsoft m365 copilot installed by the expert automated accounting solutions team.

Transform your Business Process using the power of Microsoft M365 Copilot installed by the expert automated accounting solutions team.

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Elevate your company

Strategic financial solutions

Automated Accounting Solutions, Inc. is a consulting firm headquartered in Irvine, US, offering expertise in business strategy, financial planning, and market analysis. We specialize in employee benefit plan consulting, COVID-relief advising, and maximizing tax credits to enhance cash flow. Dedicated to precision and innovation, we provide customized solutions for both for-profit and nonprofit organizations, delivering high-impact strategies and actionable financial guidance tailored to your needs.

Strategic Financial Expertise

Custom strategies for your success

Autonomous Agents in Dynamics 365
AI Agent Implementation
Key Autonomous Agents in Dynamics 365:
1. Sales Qualification Agent: Assists sales teams by researching and prioritizing inbound leads, crafting personalized outreach emails, and enabling sellers to concentrate on building customer relationships.
  Microsoft
2. Supplier Communications Agent: Manages supplier interactions by confirming order deliveries and proactively addressing potential delays, enhancing supply chain resilience.
  Microsoft
3. Customer Intent Agent: Continuously discovers new customer intents from past and present conversations across multiple channels, maintaining a library of issues and corresponding resolutions to improve customer service.
  365 Mechanix
4. Customer Knowledge Management Agent: Analyzes case notes and other data from human-assisted cases, uncovering insights that help improve customer service outcomes by autonomously adding knowledge-based articles to scale best practices across the care team.
  365 Mechanix
5. Case Management Agent: Automates the lifecycle of customer cases—from creation to resolution—reducing handling times and alleviating the burden on service representatives.
  365 Mechanix
6. Scheduling Operations Agent: Optimizes schedules by accounting for traffic delays, cancellations, or double bookings, ensuring smoother daily operations.
  365 Mechanix
7. Financial Reconciliation Agent: Streamlines the financial close process by preparing and cleansing data sets, reducing the time spent on labor-intensive tasks.
  Microsoft
8. Time and Expense Agent: Automates time entry, expense tracking, and approval workflows, ensuring timely invoicing and budget adherence for projects.
  Microsoft
9. Inventory Management Agent: Monitors stock levels, forecasts demand, and automates reordering processes to maintain optimal inventory levels.
  Microsoft
10. Order Fulfillment Agent: Coordinates order processing, shipping, and delivery tracking to ensure timely and accurate order fulfillment.
  Microsoft
Contact to Demo Dynamics 365 Autonomous AI Agents
Microsoft M365 Copilot: Installation and Monthly Maintenance Training

Microsoft M365 Copilot revolutionizes how your team works by integrating advanced AI directly into Microsoft 365. Through real-time data analysis, intelligent suggestions, and task automation, it boosts collaboration and efficiency across your organization. Whether you're drafting documents, analyzing data, or managing projects, Copilot empowers your workforce to concentrate on what drives results. Unlock the future of productivity and let Copilot elevate your team's success.