AI Tax Code & Invoice Coding Assistant for Business Central

Name: AI Tax Code & Invoice Coding Assistant for Business Central
Brand: ECOSIRE
SKU: bc-ai-tax-coding-assistant

主な機能

AI-suggested G/L account per invoice line, ranked by confidence and restricted to accounts that actually exist in your chart of accounts

Shortcut dimension prediction (Department, Project, Cost Center and custom dimensions) aligned to your Dimension and Default Dimension setup

VAT/tax code prediction mapped to your VAT Posting Setup and VAT Business/Product Posting Groups, with confidence threshold

Learns continuously from historical G/L Entry and Purchase Invoice Line postings — per vendor, description pattern and amount band

Anomaly detection that flags out-of-pattern codings before posting

Duplicate-invoice detection on vendor invoice number, amount and date to stop double payments

Bulk auto-coding of queued invoices with a review-and-approve worklist — nothing posts without human sign-off unless you opt in to auto-post above a confidence threshold

Confidence-driven UX: high-confidence lines accept with one click, low-confidence lines are surfaced for review

Native page extensions on Purchase Invoice, Purchase Journal and Purchase Invoice Line — no separate app to learn

Event-subscriber architecture (OnAfterValidate / posting events) so suggestions stay in sync with manual edits

Configurable AI gateway — Azure OpenAI or Anthropic Claude — called through the BC REST/OData layer

Job Queue entries for scheduled model retraining and overnight bulk coding

Optional Dataverse / Power Platform integration to drive coding suggestions in a Power App or Power Automate approval flow

Dedicated permission set and per-suggestion audit log (who accepted, what the AI proposed, confidence)

Multi-company / multi-tenant aware — respects each company's own COA, dimensions and VAT setup

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

The AI Tax Code & Invoice Coding Assistant is a build-to-order Microsoft Dynamics 365 Business Central extension that takes the manual guesswork out of coding incoming vendor invoices. Your AP team still owns the decision — but instead of staring at a blank Purchase Invoice line, they see AI-suggested G/L accounts, shortcut dimensions (Department, Project, Cost Center) and VAT/tax codes, each with a confidence score and a one-click accept.

This is not a one-size-fits-all AppSource download. ECOSIRE builds the extension in AL against your chart of accounts, dimension structure and VAT posting setup, then installs it as a per-tenant extension on your Business Central environment (cloud SaaS or on-prem) and supports it after go-live. We hook the coding suggestions into the standard Purchase Invoice and Purchase Journal pages via page extensions and event subscribers (OnAfterValidate, document-posting events), so the workflow your team already knows stays intact.

The model learns from your historical G/L Entry and Purchase Invoice Line postings — same vendor, same description, same amount band — so suggestions get sharper over time without ever inventing accounts that don't exist in your COA. An anomaly and duplicate-detection pass warns when a vendor invoice number repeats or a coding looks out of pattern before it posts.

Inference runs through a configurable AI gateway (Azure OpenAI or Anthropic Claude via the BC REST/OData layer), and optional Dataverse / Power Platform integration lets you surface coding suggestions in a Power App or Power Automate approval flow. Scheduled retraining and bulk auto-coding run on the Job Queue. Everything is gated behind a dedicated permission set and respects BC's standard posting controls.

得られるもの

A per-tenant Business Central AL extension (.app) built against your chart of accounts, dimension structure and VAT Posting Setup

Installation and publishing of the extension on your BC environment (cloud SaaS sandbox first, then production)

Configuration of the AI gateway (Azure OpenAI or Anthropic Claude) including secure key/secret handling

Initial model training on an export of your historical postings, with a tuned per-vendor confidence baseline

A dedicated permission set plus role-tailored access configuration for your AP and finance users

Job Queue setup for scheduled retraining and bulk auto-coding

Optional Power Platform / Dataverse integration (Power App view or Power Automate approval flow) when in scope

Admin and end-user runbook covering confidence thresholds, the review worklist, and retraining cadence

これは誰のためのものですか

AP Specialist / Invoice Processor

Codes dozens of vendor invoices a day and wants the G/L account, dimensions and VAT code pre-filled with a confidence score so they can accept high-confidence lines instantly and focus attention on the exceptions.

Finance Manager / Controller

Owns posting accuracy and period close. Wants fewer miscoded invoices, early warning on anomalies and duplicates, and an audit trail of what the AI proposed versus what was accepted — without losing human sign-off before posting.

BC Administrator / IT Lead

Responsible for the Business Central environment. Cares that this ships as a clean per-tenant extension, sits behind a proper permission set, runs retraining on the Job Queue, and integrates with the company's Azure/Power Platform tenant securely.

AI Tax Code & Invoice Coding Assistant for Business Central の比較方法

基準	エコシエール	カスタムビルド	競合他社
AI-suggested G/L account, dimensions and VAT code on invoice lines	付属	部分的なサポート	部分的なサポート
Learns from your own historical postings	付属	部分的なサポート	部分的なサポート
Anomaly and duplicate-invoice detection before posting	付属	部分的なサポート	部分的なサポート
Built around your specific COA, dimensions and VAT Posting Setup	付属	付属	含まれていない
Installed as a per-tenant extension and supported for you	付属	部分的なサポート	含まれていない
Confidence-scored bulk auto-coding with human review worklist	付属	部分的なサポート	部分的なサポート
Optional Dataverse / Power Platform approval-flow integration	付属	部分的なサポート	部分的なサポート
Fixed one-time build cost with no per-document AI usage lock-in	付属	部分的なサポート	含まれていない

AI Tax Code & Invoice Coding Assistant for Business Central に関するよくある質問

Is this an instant download from Microsoft AppSource?

No. This is a build-to-order extension. ECOSIRE builds it in AL against your specific chart of accounts, dimensions and VAT Posting Setup, then installs it as a per-tenant extension on your Business Central environment. There is no instant AppSource download — the one-time price covers building, installing and configuring it for your tenant.

How long does delivery take?

Typical lead time is 2 to 4 weeks from kickoff, depending on the complexity of your chart of accounts, dimension structure and whether Power Platform integration is in scope. The flow is: discovery and a historical-postings export, build in a BC sandbox, validation with your AP team, then production install. We confirm a firm date during scoping.

What does ongoing support and updates look like?

Every build includes an agreed post-go-live support window for bug fixes and configuration help. Because the model learns from your postings, accuracy improves automatically, and we schedule retraining on the BC Job Queue. We also keep the extension compatible across Business Central major-version updates (the twice-yearly cloud cadence). Longer-term support and enhancement retainers are available.

Will the AI ever post an invoice without a human reviewing it?

By default, no. The assistant suggests; your AP team accepts or edits before posting, and every suggestion is logged with its confidence. You can optionally enable auto-posting above a confidence threshold you set, but that is opt-in and is configured deliberately with your finance team — standard BC posting permissions still apply.

Does it work with our multi-company setup and our existing VAT/tax configuration?

Yes. The extension reads each company's own VAT Posting Setup, VAT Business/Product Posting Groups, chart of accounts and dimension defaults, so suggestions are always grounded in valid, company-specific values. It never invents an account or tax code that doesn't exist in that company.