SharePoint as Your AP Document Repository

For Microsoft-shop enterprises, SharePoint is already the document repository for everything else. It has the access controls, the retention policies, the audit logs, and the compliance posture that finance teams need. Asking the AP team to move invoice documents into a separate AP-tool-specific storage layer fights the existing IT governance — and usually loses.

The right pattern is to let SharePoint stay as the document repository and have the AP automation tool read from and write to SharePoint as needed. FinMark.ai is built around exactly this pattern.

Vendors send invoices to a designated SharePoint folder — organized however your AP team already organizes them. FinMark.ai watches the folder and picks up new invoices automatically as they arrive. The original document stays in SharePoint where it always was; FinMark.ai just processes the data.

For invoices that are uploaded directly through the FinMark.ai portal as the alternative intake channel, the platform writes them back to the same SharePoint folder. SharePoint stays as the single source of truth for AP documents regardless of how the invoice arrived.

FinMark.ai accesses SharePoint via standard Microsoft Graph permissions — read access to the designated folders so we can pick up invoices, and write access if you want portal uploads to flow back. Permissions are scoped per tenant and require admin consent on your end. There are no broad tenant-wide privileges beyond what Microsoft Graph requires for this kind of integration.

The SharePoint integration is built and production-ready. Turning it on for a given customer is gated only by that customer granting the necessary Microsoft Graph admin consent — a governance approval on their side, not an engineering task on ours.

If you do not want FinMark.ai writing back to SharePoint, the integration can run read-only. Invoices come in via SharePoint, but portal uploads stay in FinMark.ai's own storage. Many customers run this way until they trust the tool, then enable write-back later.