About

Microsoft Teams is the hub for teamwork in Microsoft 365, combining chat, video meetings, file storage, and app integrations into a single interface. Zentry brings spend management directly into Teams, enabling approvals, alerts, and financial reports inside the platform your organization already runs on.

Finance bots in Teams channels deliver budget status updates, flag unusual transactions, and prompt managers to review pending approvals — all without requiring them to log into a separate portal.

For organizations on Microsoft 365, this integration eliminates friction for finance workflows by meeting employees in the tools they use daily.

Requirements

A Microsoft 365 Business or Enterprise tenant with Teams enabled. Your Microsoft 365 admin must grant consent for the Zentry Teams app to access your organization directory and post to channels.

Identify target Teams and channels for different notification types before configuring. The integration supports both public channels and private group chats.

Getting Started

In Zentry Settings → Integrations → Microsoft Teams, click Connect and sign in with your Microsoft 365 account. Your admin may need to approve the app in the Azure Active Directory admin center.

Once connected, select channels for each notification type and configure approval workflows. Add the Zentry bot to relevant Teams channels so team members can interact with it directly.