SAP FI Consultant: an AI Assistant for Finance Teams in Microsoft Teams
SAP FI Consultant is an always-available expert for the financial team. It lives in Microsoft Teams, where people already work, and answers accounting and SAP FI questions based strictly on the company’s internal documentation.
- Users
- Finance and accounting teams working in SAP FI
- Channel
- Microsoft Teams
- Approach
- Retrieval-augmented generation (RAG)
Technologies
- Microsoft Teams
- Bot Framework
- Python
- FastAPI
- Weaviate
- Generative AI
The Challenge
Answers to SAP FI questions are spread over manuals, internal guidelines and the heads of a few experts. Finance staff search documents or wait for a consultant, often for routine questions.
A generic chatbot does not solve this: it does not know the company’s processes and tends to guess, which is not acceptable in accounting.
The Solution
Teams-native bot
Requests come through Microsoft Bot Framework and are routed to a Python (FastAPI) backend, so there is no new tool to learn.
Knowledge base
PDFs, documents and SAP manuals are split into context-sized chunks, vectorized and stored in Weaviate.
Hybrid search
Keyword precision combined with semantic understanding finds the right passage for both exact terms and loosely phrased questions.
Intent recognition and multi-tenancy
The bot tells small talk from SAP-specific questions, and data of different departments or clients stays isolated.
Key Results
Answers grounded in your data
The agent answers from the company’s own documentation instead of guessing.
Available around the clock
Routine questions get an answer in Teams at once, and experts keep their time for the complex cases.
Secure by design
Tenant isolation keeps each department’s or client’s data separate.
Have a similar challenge?
Tell us about your systems and processes — we will show how an integration or an AI agent can take the manual work off your team.