AI Leverage
What AI actually does here.
Ask capital-appropriation questions in plain language — remaining budget, spend, ownership — instead of hunting through a spreadsheet.
Natural-language queries
no manual lookup
Spreadsheet → conversation
Turns the everyday task of finding a CAR balance, spend, or owner into a plain-language question — the friction removed for a whole Finance team.
SharePoint Excel
matches the record
Grounded in the source of truth
Answers come from the authoritative CAR file maintained by Finance, so the agent’s reply matches the system of record rather than a stale copy.
Dataverse rearchitecture
validated by POC
A better data layer via MCP
The DEV POC moves the data into structured Dataverse tables queried through the Dataverse MCP Server — a more reliable, scalable foundation, proven with accuracy and performance checks before promotion.