Sterling · Online

Meet Sterling —
Your Finance & Operations Agent

Accurate, trusted, and always on top of the numbers.

Sterling gives every employee and budget holder in your organisation instant access to financial policies, expense procedures, purchase order guidance and budget information — inside Microsoft Teams, grounded in your approved documentation and Dynamics 365 data, without your finance team being interrupted.

Deploy Sterling — From £3,995See what Sterling can do ↓
Live in 3–4 weeksFixed price from £3,995
Why Sterling exists

Your finance team answers the same questions. Every single week.

How do I submit expenses? What's the PO process? What's my budget position? These questions matter — but answering them repeatedly consumes finance team time that should be spent on analysis, forecasting and decisions that actually need human expertise.

Without Sterling

  • ✗Finance team interrupted constantly with procedural questions
  • ✗Employees confused by expense and PO processes
  • ✗Budget holders waiting for simple position queries
  • ✗Inconsistent answers depending on who picks up the phone
  • ✗Finance knowledge buried in policy documents nobody reads

With Sterling

  • ✓Employees get instant answers to finance process questions
  • ✓Purchase order and expense procedures explained clearly every time
  • ✓Budget holders can query their position without waiting
  • ✓Consistent, policy-accurate answers 24/7
  • ✓Finance team freed for high-value analysis and strategic work
Capabilities

What Sterling handles

Sterling covers three core areas — financial self-service, policy and procedure guidance, and Dynamics 365 data queries.

💰

Financial Self-Service

Sterling answers the everyday finance questions your team fields repeatedly — expense submission processes, purchase order procedures, budget approval thresholds, payment terms, supplier onboarding and more. All grounded in your specific financial policies.

Example questions Sterling handles:

  • “How do I submit a purchase order?”
  • “What's the approval limit for expenses?”
  • “How do I add a new supplier?”
  • “When does the finance period close?”
  • “What's our policy on staff entertaining expenses?”
📋

Policy & Procedure Guidance

Sterling turns your financial policies, procedures and approval frameworks into a conversational experience. Employees and managers get clear, consistent guidance on financial processes without needing to call finance or search through policy documents.

Example questions:

  • “What's our travel and subsistence policy?”
  • “What receipts do I need to keep for expenses?”
  • “What's the process for budget reforecasting?”
  • “Who needs to approve a spend over £10,000?”
  • “What's our policy on contractor invoicing?”
📊

Dynamics 365 Data Queries

Where configured with appropriate permissions, Sterling can surface budget position information, purchase order status, invoice queries and financial data from Dynamics 365 — giving budget holders and managers self-service access to their own financial information.

Example questions:

  • “What's my remaining budget for this quarter?”
  • “What's the status of invoice INV-2847?”
  • “Has PO-1234 been approved?”
  • “What have we spent against the marketing budget this month?”
  • “When is the next payment run?”
⚠️ Data query capabilities depend on your Dynamics 365 configuration, licences and permission model. We scope exactly what Sterling can access during the discovery process — read access to financial data is always governed by your existing Dynamics 365 security roles.
Under the hood

Built on Microsoft Copilot Studio. Grounded in your financial data.

1

Employee or manager asks Sterling a finance question in Microsoft Teams

2

Sterling searches approved financial policy documents and SharePoint sources

3

For data queries — Sterling retrieves information from Dynamics 365 within permitted security roles

4

Sterling returns an accurate, grounded answer with policy reference where applicable

5

If Sterling can't answer — escalates to finance team with full context already captured

Microsoft Copilot StudioMicrosoft TeamsSharePointDynamics 365Power AutomateMicrosoft Entra ID
Hours

Finance teams spend significant time weekly answering procedural questions that Sterling can handle automatically

3–4 weeks

from signed-off design to live deployment

24/7

Sterling is available outside finance team hours — evenings, weekends, month-end crunch periods

Figures are indicative. Actual results vary by organisation size, query volume and scope of deployment.

Pricing & scope

Everything included in Sterling's deployment

From £3,995
fixed price

What's included

  • ✓Solution design session
  • ✓Copilot Studio agent build
  • ✓Financial policy and knowledge source configuration (up to 4 SharePoint sources)
  • ✓Microsoft Teams deployment
  • ✓Security and permissions configuration
  • ✓Dynamics 365 read integration (scoped during discovery)
  • ✓Full testing — happy paths and failure paths
  • ✓5-day UAT support period
  • ✓Admin documentation and handover session
  • ✓2-week post-go-live hypercare

Optional add-ons

  • +Additional SharePoint or Dynamics 365 data sources
  • +Power Automate approval workflow integration
  • +Purchase order request automation
  • +Extended UAT period
  • +Managed AI Service from £295/month
ℹ️ Sterling requires Microsoft 365 with Copilot Studio access. Dynamics 365 integration requires appropriate D365 licences and security role configuration. We confirm your exact licensing requirements during discovery. Microsoft licensing is always quoted separately — you pay Microsoft directly.
Deploy Sterling — Book a Discovery Call

Sterling works best alongside the full team

Each agent handles a different function. Together, they transform how your organisation operates end to end.

Polly · People & HR

Your People & HR Agent

Your policy expert. Always available. Never wrong.

From £2,995Meet Polly →
Hunter · Recruitment & Talent

Your Recruitment & Talent Agent

On the hunt for your next great hire. Every single day.

From £3,495Meet Hunter →
Reggie · IT Service Desk

Your Reactive IT Agent

When something breaks, Reggie's already on it.

From £3,995Meet Reggie →
Finn · Sales & Revenue

Your Sales Knowledge Agent

Prepared, precise, and always ready to help close.

From £3,495Meet Finn →

Ready to give your finance team their time back?

Book a free 30-minute discovery call. We'll show you exactly what Sterling can do with your existing Microsoft 365 and Dynamics 365 environment — at no cost and with no obligation.

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