Aperçu illustratifA custom-built Business Central extension that captures PDF and scanned vendor invoices via OCR,
extracts header and line data, matches lines to existing purchase order lines, and creates draft purchase invoices ready for approval — built, installed per-tenant, and supported by ECOSIRE.
Qu'est-ce que AP Invoice Capture & OCR Automation ?
A custom-built Business Central extension that captures PDF and scanned vendor invoices via OCR, extracts header and line data, matches lines to existing purchase order lines, and creates draft purchase invoices ready for approval — built, installed per-tenant, and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
Fonctionnalités clés
Fait sur commande, clé en main
Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.
- 1
Vous commandez
Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.
- 2
Nous développons et installons
ECOSIRE la développe, la configure et l'installe sur votre Dynamics 365 Business Central.
- 3
Mise en ligne + assistance
Vous êtes en ligne en une semaine ouvrée environ, avec deux semaines d’assistance après la mise en production. Les défauts du code que nous livrons sont corrigés gratuitement.
À propos de ce produit
Stop keying vendor invoices into Business Central by hand
Your AP team receives PDFs and scanned paper invoices from dozens of vendors, then retypes every header field and line into Business Central. It is slow, error-prone, and it does not scale. AP Invoice Capture & OCR Automation is a per-tenant AL extension that ECOSIRE builds, installs, and supports on your own Business Central environment to remove that manual step.
The extension watches a monitored email inbox (via a Microsoft 365 mailbox / Power Automate flow into Dataverse), pulls incoming invoice attachments, and runs them through an AI OCR pipeline that extracts the vendor, invoice number, dates, totals, tax, and individual invoice lines. It recognizes vendors automatically and improves on your document mix without per-vendor template setup.
Captured documents are turned into draft Purchase Invoices in Business Central through standard AL table and page extensions on Purchase Header / Purchase Line. Where a vendor invoice relates to an open purchase order, the extension auto-matches captured lines to existing PO lines so receiving and three-way matching stay clean. Each captured document flows into an approval routing step before it ever posts.
Because this is build-to-order, we tailor the field mapping, tolerance rules, approver hierarchy, and number-series behavior to your chart of accounts, dimensions, and vendor base — not a generic AppSource default. It is installed as a per-tenant extension (not a public AppSource listing), wired with its own permission sets, and the heavy capture work runs on a job queue entry so your users are never blocked.
This is an honest engagement: ECOSIRE scopes, builds, deploys to your sandbox, validates with your real invoices, promotes to production, and supports it. There is no instant download — there is a working, owned solution at the end.
Ce que vous obtenez
- A per-tenant Business Central AL extension (.app) built to your specification, deployed to your sandbox then production
- Email-inbox monitoring + Dataverse staging configured via Power Automate against your Microsoft 365 mailbox
- Configured field mapping, PO line-matching, and tolerance rules validated against a sample of your real vendor invoices
- Custom permission sets and approval-routing configuration for your AP and finance roles
- Job queue setup for unattended background capture and processing
- Source code and the signed extension package handed over to you (you own the build)
- Admin and AP-user documentation plus a screen-share handover/training session
- A defined post-launch support and bug-fix window with optional ongoing maintenance
Pour qui c'est
AP Manager
Owns the vendor-invoice queue and is drowning in manual data entry. Wants invoices to arrive, get read automatically, and land as reviewable drafts so the team approves instead of retypes.
Finance Controller
Cares about accuracy, three-way matching, audit trail, and segregation of duties. Wants captured data matched to POs, low-confidence fields flagged, and approval enforced before anything posts.
Business Central / IT Administrator
Responsible for the tenant, extensions, and permissions. Wants a clean per-tenant AL extension with its own permission sets, job queue, and Power Platform wiring rather than fragile manual customizations.
Comment AP Invoice Capture & OCR Automation se compare
| Critère | ÉCOSIRE | Construction personnalisée | Concurrent | Natif Dynamics 365 Business Central |
|---|---|---|---|---|
| Line-level OCR extraction into draft purchase invoices | Inclus | Prise en charge partielle | Inclus | Non inclus |
| Auto-match captured lines to existing PO lines with tolerance rules | Inclus | Prise en charge partielle | Prise en charge partielle | Non inclus |
| Template-free vendor recognition tuned to your vendor base | Inclus | Non inclus | Prise en charge partielle | Non inclus |
| Built, installed per-tenant, and supported for you (no in-house AL effort) | Inclus | Non inclus | Non inclus | Non inclus |
| Tailored field mapping, dimensions, approvals to your chart of accounts | Inclus | Inclus | Non inclus | Non inclus |
| Email-inbox monitoring via Power Automate / Dataverse | Inclus | Prise en charge partielle | Prise en charge partielle | Non inclus |
| You receive and own the source code | Inclus | Inclus | Non inclus | Non inclus |
| Instant self-service download with zero setup | Non inclus | Non inclus | Inclus | Prise en charge partielle |
Foire aux questions sur AP Invoice Capture & OCR Automation
How long until it's live, and what does delivery look like?
This is a build-to-order engagement, not an instant download. After a short scoping call we typically deliver in around one working week depending on your vendor mix and approval complexity. The flow is: scope and field-mapping workshop, build the AL extension, deploy to your Business Central sandbox, validate against a sample of your real invoices, configure approvals and tolerances, then promote to production with you. Exact lead time is confirmed in writing before we start.
How is the app delivered and installed in Business Central?
It is delivered as a per-tenant extension (a signed .app package), not a public AppSource listing. ECOSIRE installs it directly on your Business Central environment, first in sandbox for validation and then in production, and wires up the dedicated permission sets, job queue entry, and the Power Automate / Dataverse flow for inbox monitoring. You receive the source code and the package, so you own the build.
What about ongoing support and updates when Microsoft releases a new BC version?
Every build includes a defined post-launch support window for bug fixes. Business Central ships major waves twice a year; we offer an optional ongoing maintenance plan that keeps the extension compatible across those updates, adjusts to changes in your vendor invoices or approval rules, and applies improvements. You can also maintain it yourself since you hold the source.
Does it work with scanned paper invoices, or only digital PDFs?
Both. The OCR pipeline handles native digital PDFs as well as scanned images and photographed paper invoices. Scanned and lower-quality documents naturally yield lower extraction confidence, which is exactly why low-confidence fields are flagged into an exception queue for a human to confirm before the draft purchase invoice is approved.
Can it match captured invoice lines to our purchase orders?
Yes. When a captured invoice relates to an open purchase order, the extension auto-matches the extracted lines to the existing PO lines on the Purchase Header / Purchase Line, applying your configured quantity, price, and total tolerance rules. This keeps three-way matching intact. Lines that fall outside tolerance or can't be matched are surfaced for review rather than silently posted.
How does it keep our finance data secure and controlled?
Access is governed by dedicated Business Central permission sets, so capturing documents is separated from the right to post. Every captured document passes through approval routing before posting, the original PDF/image is stored and linked to the resulting purchase document for audit, and the staging/retry logic runs through Dataverse with a full trail. Nothing posts to your ledger automatically without an approver.
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AP Invoice Capture & OCR Automation
A custom-built Business Central extension that captures PDF and scanned vendor invoices via OCR, extracts header and line data, matches lines to existing purchase order lines, and creates draft purchase invoices ready for approval — built, installed per-tenant, and supported by ECOSIRE.
- AI/OCR extraction of invoice header fields (vendor, invoice no., dates, currency, totals, tax) from PDF and scanned image invoices
- Line-level extraction of item/description, quantity, unit price, and amount into draft purchase invoice lines
- Auto-matching of captured lines to existing open purchase order lines for clean three-way matching
- Template-free vendor recognition that adapts to your vendor mix without per-vendor setup