Power Apps · Finance & Accounting
Power Apps for Finance & Accounting
Replace paper forms and spreadsheets with custom mobile and desktop apps built on Microsoft Power Apps — no coding required from your team.
Why finance & accounting businesses choose this
Power Apps built for finance & accounting
Accounting firms and finance teams spend their most expensive hours on data entry, invoice chasing, and manual reconciliation instead of advisory work. Month-end closes stretch for days when they could take hours, and AP/AR follow-ups consume staff time that should drive client value. Automating these workflows on Microsoft 365 turns repetitive processing into reliable, hands-off operations.
Reduce month-end close time by up to 40% with automated reconciliation
Recover 8-12 billable hours per week lost to AR chasing and data entry
Consolidate multi-entity reporting into live dashboards updated in real time
How it works
What we actually build and deliver
We start with your current paper form, spreadsheet, or manual process and design a mobile and desktop app that replaces it. Data is stored in Dataverse or SharePoint — whichever fits your environment. The app includes role-based access, validation rules, and offline support for field workers. We build, test, and deploy the app to your team with written guides and a walkthrough session.
The problem
What is slowing finance & accounting businesses down
Month-end close stuck in manual reconciliation
Accountants spend days exporting, copying, and cross-checking spreadsheets when most of that work could be automated.
AP/AR chasing consuming too much staff time
Following up unpaid invoices and approving supplier payments is repetitive. Every hour spent on it is an hour not spent on advisory work.
No consolidated view across clients or entities
Each client or entity has its own spreadsheet. Getting a picture of performance across the portfolio means manual work every time.
What we build
Power Apps use cases for finance & accounting
Expense submission and approval app
Client document collection and review app
Budget vs. actuals input and tracking app
FAQ
Common questions
Can the app work offline in the field?
Yes. Power Apps supports offline mode with automatic data sync when connectivity returns. We configure this for field-based workflows.
Can different users see different data?
Yes. We implement role-based access so managers, field staff, and admins each see the right records and actions for their role.
Do staff need to install anything?
Staff install the free Power Apps mobile app on their phone or tablet. Desktop users access the app through a browser — no installation needed.
Can this connect to Xero, MYOB, or QuickBooks?
Yes. Power Automate has native connectors for Xero and MYOB, and connects to QuickBooks via API.
Is financial data secure inside Microsoft 365?
Yes. Everything runs inside your tenant. Microsoft 365 is enterprise-grade and meets Australian Privacy Act requirements.
Can AI actually read and extract data from invoices?
Yes. AI Builder inside the Power Platform can extract line items, totals, ABNs, and supplier names from PDFs with high accuracy.
Explore more
Related solutions
Other services for finance & accounting
Power Apps in other industries
Automation guides for finance & accounting
Ready to automate your finance & accounting business?
We will scope the work, provide a fixed price, and you decide. No obligation.