Excel
Copilot
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Advanced·50 min
Build an invoice exception agent
Stand up a Copilot Studio agent that catches invoice discrepancies before they reach accounts payable and suggests the resolution.
SharePoint
Copilot StudioUpdated Sep 30, 2026
Scenario
Accounts payable thinks some vendors got paid twice last month.
Mission
Find the duplicate payments and total how much to reclaim.
Start Files
| InvoiceNumber | Vendor | Amount | Date |
|---|---|---|---|
| INV-4001 | Umbrella Freight | 2727 | 2026-07-13 |
| INV-4002 | Northwind Supplies | 6016 | 2026-07-07 |
| INV-4003 | Umbrella Freight | 1585 | 2026-07-10 |
| INV-4004 | Fabrikam Parts | 6451 | 2026-07-22 |
| INV-4005 | Initech Services | 6917 | 2026-07-06 |
Preview — first 5 rows of vendor-invoices.csv
Your task
- Match invoices by Vendor and Amount to surface likely duplicate payments.
- Confirm each candidate pair has a different invoice number but a date within a few days of the other.
- Total the dollar amount of the duplicate (extra) payments only — not both copies.
Prompt idea:
Here is a vendor invoice export. Find invoices that look like duplicate payments — same vendor and amount, different invoice number, dates close together — and total how much we'd reclaim.
Check Your Result
What is the total dollar amount of duplicate payments found (nearest dollar)?
Need a hint?
Match on Vendor + Amount — a duplicate invoice has the same vendor and amount but a different invoice number a few days later.
Reveal Solution
The solution files contain the completed challenge. Review the approach to see if you missed any edge cases.
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