AP Automation with OCR Document Capture for Business Central

Name: AP Automation with OCR Document Capture for Business Central
Brand: ECOSIRE
SKU: bc-ap-ocr-document-capture

Características clave

OCR/AI extraction of header and line data from emailed PDF invoices, with per-field confidence scoring surfaced in a Document Capture review page

Structured XML and Peppol BIS Billing 3.0 e-document ingestion mapped directly to Business Central Purchase Invoice fields

Line-level three-way matching against the Purchase Order and posted Purchase Receipt with configurable quantity and price tolerance rules

Native Business Central approval workflows with delegation, per-user amount limits, substitute approvers and approval entry audit trail

Automatic vendor identification against the Vendor master (VAT/registration number, name and bank-account fuzzy match) before a draft invoice is created

Original source document stored as an Incoming Document record and linked to the posted entry for one-click retrieval

GL account, dimension and number-series defaulting driven by vendor and item posting setup so coding is pre-filled, not retyped

Job Queue entries that poll the inbox and the OCR service on a schedule, processing documents unattended

Dedicated permission sets for capture clerks, approvers and administrators following least-privilege

Exception queue for unmatched, low-confidence or duplicate documents with reason codes and reassignment

Round-trip to the OCR engine over the Business Central REST/OData v4 API with retry and error logging via Telemetry

Optional Power Platform / Dataverse surfacing of the capture queue for approvers working outside the BC client

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

Haces el pedido

Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

Creamos e instalamos

ECOSIRE la crea, la configura y la instala en tu Dynamics 365 Business Central.

En marcha + soporte

Sales en vivo en unas 2–4 semanas, con un periodo de soporte posterior al lanzamiento.

Sobre este producto

Stop keying invoices into Business Central by hand

Your AP team is the bottleneck. PDFs arrive by email, someone opens each one, retypes the vendor, dates, amounts, GL accounts and every line into a Purchase Invoice, hunts down the matching PO and receipt, then chases an approver. It is slow, error-prone, and it doesn't scale.

This extension closes that gap directly inside Business Central. ECOSIRE builds it for your tenant as a per-tenant AL extension (not a generic AppSource download) so it fits your chart of accounts, vendor master, dimensions and approval hierarchy exactly.

What it does

Inbound documents — emailed PDFs, structured XML, and Peppol BIS Billing 3.0 e-invoices — are captured and parsed by an OCR/AI extraction service. The extension creates a Document Capture staging table and page where extracted header and line data land for review, with confidence scoring on each field. From there:

Line-level three-way matching against the Purchase Order and posted receipt, with tolerance rules you define.
Approval workflows built on BC's native Workflow engine with delegation, amount limits and substitute approvers.
Original document archived as an Incoming Document record linked to the posted Purchase Invoice, so the source PDF/XML is one click from the entry.

How it's delivered

Everything runs through AL table/page extensions, event subscribers on document posting, the Job Queue for background polling, and the BC REST/OData v4 API for the capture round-trip. It honours dedicated permission sets and respects your dimensions, number series and posting setup.

This is a build-to-order engagement: ECOSIRE scopes, builds, installs on your sandbox, validates against your real documents, then promotes to production — with an honest delivery lead time and ongoing support.

lo que obtienes

A per-tenant AL extension package (.app) installed on your Business Central sandbox and then production environment

Source code (AL project) with table/page extensions, event subscribers, codeunits and permission sets handed over to you

OCR/AI capture integration wired to your chosen extraction service over the BC REST/OData v4 API

Configured approval workflow, amount limits, delegation and tolerance rules matched to your AP policy

Permission sets and Job Queue setup for clerks, approvers and unattended background processing

Validation pass against a sample set of your real vendor invoices (PDF, XML and Peppol) on the sandbox before go-live

Admin and end-user documentation plus a handover walkthrough for your AP team

Defined warranty period and an ongoing support/maintenance option covering BC version updates

¿Para quién es esto?

AP Clerk / Accounts Payable Specialist

Spends the day retyping vendor invoices into Business Central and chasing approvals. Wants extracted, pre-coded drafts to review and post instead of keying every line by hand.

Finance Manager / Controller

Owns the month-end close and the approval policy. Needs enforced amount limits, delegation, a clean audit trail and the original document attached to every posted entry.

Business Central Administrator / IT Lead

Responsible for the tenant, extensions and permissions. Wants a clean per-tenant AL extension that respects permission sets, Job Queue and the upgrade path — not brittle customisations or unsupported tooling.

Cómo se compara AP Automation with OCR Document Capture for Business Central

Criterio	ECOSIRE	Construcción personalizada	Competidor
OCR/AI extraction from emailed PDF invoices into BC	Incluido	Apoyo parcial	Incluido
Line-level three-way PO and receipt matching with tolerances	Incluido	Apoyo parcial	Apoyo parcial
Approval workflows with delegation and amount limits	Incluido	Apoyo parcial	Apoyo parcial
Peppol / XML inbound e-document ingestion	Incluido	Apoyo parcial	Apoyo parcial
Built and configured to your chart of accounts, dimensions and AP policy	Incluido	Incluido	No incluido
AL source code handed over to you	Incluido	Incluido	No incluido
Installed and supported on your tenant by the provider	Incluido	Apoyo parcial	Apoyo parcial
No per-document or recurring SaaS metering imposed by the extension itself	Incluido	Incluido	No incluido

Preguntas frecuentes sobre AP Automation with OCR Document Capture for Business Central

How long does delivery take, and how is it installed?

This is built to order, so there is no instant download. After a short scoping call we confirm your document types, approval policy and matching rules, then build the AL extension. Typical lead time is roughly 3 to 5 weeks depending on how many invoice formats and approval tiers you have. We install it first on your Business Central sandbox as a per-tenant extension, validate against your real vendor documents, then promote it to production with you.

Is this an AppSource app I download myself?

No. It is a per-tenant AL extension that ECOSIRE builds specifically for your tenant and installs for you. That is what lets it match your exact chart of accounts, dimensions, vendor master and approval hierarchy. There is no public AppSource listing and no self-install link — we handle the build, deployment and configuration on your environment.

What happens with support and Business Central version updates?

Every build includes a defined warranty period for defect fixes. Beyond that, an optional support and maintenance plan covers compatibility with Business Central's major and minor updates (the AL object model and APIs do change between releases), enhancement requests and priority response. Because you also receive the AL source, you are never locked to us, but we recommend the plan so the extension stays current through BC upgrades.

Which OCR / AI extraction engine does it use?

The extraction layer is pluggable. We integrate the capture round-trip over the Business Central REST/OData v4 API and connect it to the OCR/AI service you prefer or already license. We confirm the chosen engine during scoping based on your invoice volume, languages and budget, and we handle the mapping of extracted fields to Business Central Purchase Invoice header and lines.

Will it respect our matching tolerances, dimensions and approval limits?

Yes. Three-way matching tolerances (quantity and price), default dimensions, number series, GL coding from posting setup, and approval amount limits with delegation and substitutes are all configured to your policy during the build. Unmatched, duplicate or low-confidence documents are held in an exception queue rather than posted automatically, so a human always confirms before anything hits the ledger.