AP Invoice Capture & OCR Automation

Name: AP Invoice Capture & OCR Automation
Brand: ECOSIRE
SKU: d365bc-ap-invoice-ocr-capture

Fonctionnalités clés

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

Email-inbox monitoring via a Microsoft 365 mailbox and Power Automate flow that ingests incoming invoice attachments

Captured documents materialized as standard draft Purchase Invoices through AL table/page extensions on Purchase Header and Purchase Line

Built-in approval routing so every captured document is reviewed before posting

Configurable tolerance rules for quantity, price, and total variances against the matched PO

Background processing on a Business Central job queue entry so heavy OCR never blocks users

Dataverse / Power Platform integration for document staging, retries, and audit trail

Dedicated permission sets so AP capture access is governed separately from posting rights

Confidence flagging and an exception queue for low-confidence fields requiring human review

Dimension and account mapping aligned to your chart of accounts and vendor defaults

Original captured PDF/image stored and linked to the resulting purchase document for audit

Fait sur commande, clé en main

Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.

Vous commandez

Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.

Nous développons et installons

ECOSIRE la développe, la configure et l'installe sur votre Dynamics 365 Business Central.

Mise en ligne + assistance

Vous êtes en ligne en 2–4 semaines environ, avec une période d’assistance après le lancement.

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
Line-level OCR extraction into draft purchase invoices	Inclus	Prise en charge partielle	Inclus
Auto-match captured lines to existing PO lines with tolerance rules	Inclus	Prise en charge partielle	Prise en charge partielle
Template-free vendor recognition tuned to your vendor base	Inclus	Non inclus	Prise en charge partielle
Built, installed per-tenant, and supported for you (no in-house AL effort)	Inclus	Non inclus	Non inclus
Tailored field mapping, dimensions, approvals to your chart of accounts	Inclus	Inclus	Non inclus
Email-inbox monitoring via Power Automate / Dataverse	Inclus	Prise en charge partielle	Prise en charge partielle
You receive and own the source code	Inclus	Inclus	Non inclus
Instant self-service download with zero setup	Non inclus	Non inclus	Inclus

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 3–5 weeks 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.