CFO Workbench: Automated Finance Operations
Microsoft native. Xero integrated. No SaaS dependency.
Automated Finance Operations
Manage AP across all your client files from one dashboard. AI reads every invoice, posts to Xero automatically and surfaces exceptions – without logging into a single Xero account.
Multi-file Management
Manage AP across all client files from a single dashboard – no Xero login per client.
AI Invoice Processing
100% accurate line extraction, every time, in any document format.
Cross-client Analytics
Real-time visibility and reporting across your entire book.
Approval Workflow
Human-in-the-loop approvals built in – flag and resolve exceptions fast.
White-label Delivery
Branded for your firm if needed.
Microsoft Native
Works inside your existing Microsoft environment. No new SaaS tools to manage.
How It Works
Step 1 – Invoice Arrives
Documents received via mailbox automation, direct upload or invoice feeds – in any format.
Step 2 – AI Reads and Matches
AI extracts key data, matches it intelligently and flags exceptions for human review when needed.
Step 3 – Posted to Xero
Validated data posted directly into Xero across all your client files – no manual entry, no missed invoices.
Simple, transparent pricing
Get started with CFO Workbench
Onboarding is led by our team. From first call to live in your tenant takes about a week.
Step 1 — Book a demo
Tell us your entities, invoice volume, and Xero setup. We confirm fit and pricing tier.
Step 2 — Tenant prep
We supply the SPFx package (.sppkg). Your SharePoint admin uploads it to the App Catalog and approves the API permissions.
Step 3 — Install & configure
Add CFO Workbench to a SharePoint page, or sync it to Microsoft Teams as a personal app. Select the SharePoint site to use.
Step 4 — Go live
The app auto-provisions all required SharePoint lists on first launch. Start processing invoices the same day.
Prerequisites
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Microsoft 365 tenant with SharePoint Online and Teams (E1 or higher)
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Xero account with API access enabled
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SharePoint Administrator or Global Administrator (one-time, for App Catalog install)
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One SharePoint site to host the invoice lists (existing site or new)
Help and frequently asked questions
Quick answers to common questions. For anything else, email support@businessautomationservice.com.
Where does our invoice data live?
Entirely inside your Microsoft 365 tenant. CFO Workbench provisions three SharePoint lists (Clients, InvoiceData, InvoiceLineItems) in the SharePoint site you select. Nothing is sent to BAS servers — we have no backend.
What permissions does the app require?
Only the user's existing SharePoint permissions on the site they choose. The app runs client-side in SharePoint Framework, using the signed-in user's identity. No separate Microsoft Graph API permissions are requested.
What if our SharePoint already has lists with the same names?
The app detects existing lists and uses them as-is. If your column names differ from the defaults, the property pane lets you override field mappings without code changes.
Does it work in Microsoft Teams?
Yes. CFO Workbench is published as both a SharePoint web part and a Teams personal app or channel tab. The same app, the same data — wherever your team works.
How are users authenticated?
Through Microsoft 365 single sign-on. If a user can sign into your tenant, they can use CFO Workbench (subject to SharePoint list permissions you set).
How do we uninstall?
Standard SharePoint App Catalog removal: open the App Catalog, select CFO Workbench, and choose Remove. Your invoice lists remain — delete them separately if no longer needed.
How do we get updates?
BAS publishes new .sppkg versions to AppSource. Your SharePoint admin approves the update from the App Catalog — same flow as the initial install.
Contact and support
Australian business hours (AEST / AEDT). Response within one business day.
Technical support
For installation issues, errors, or how-to questions, email support@businessautomationservice.com.
Sales and demos
New customer enquiries, pricing, or to see CFO Workbench in action — book a demo via the BOOK A DEMO button in the top menu.
Business Automation Services (AUS) Pty Ltd
Brisbane, Queensland, Australia
Website: businessautomationservice.com
Ready to cut your AP processing time?
See how CFO Workbench platform works for firms just like yours.
Get Started Today
Book a demo, speak to our team and start automating your Microsoft processes.