什么是 Vendor Invoice OCR & AP Automation Agent for Business Central？
An AI document-capture agent for Dynamics 365 Business Central that reads vendor invoice PDFs, extracts header and line data, performs 3-way PO and receipt matching, routes approvals and creates purchase invoices ready for touchless posting — built, installed as a per-tenant AL extension and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $499.00 USD; request a quote for a scoped proposal.
产品详细信息以英文显示。翻译即将推出。
示意预览An AI document-capture agent for Dynamics 365 Business Central that reads vendor invoice PDFs,
extracts header and line data, performs 3-way PO and receipt matching, routes approvals and creates purchase invoices ready for touchless posting — built, installed as a per-tenant AL extension and supported by ECOSIRE.
核心功能
AI line-item extraction that parses vendor invoice PDFs and images into structured header and line data via OCR plus an LLM/Document Intelligence call over HTTPS
Configurable 2-way and 3-way matching against Purchase Header, Purchase Line and posted Purch. Rcpt. lines with price and quantity tolerance rules
Email inbox capture from a dedicated Microsoft 365 mailbox using Microsoft Graph subscriptions, feeding the BC Incoming Documents queue
Native Business Central approval workflow routing for variance and exception invoices, so clean documents post touchless and edge cases get a human
Job Queue Entry that polls, OCRs, matches and drafts purchase invoices on a schedule with retry and error logging
Vendor auto-recognition that maps extracted tax IDs, names and bank details to the correct Vendor card, with a learning alias table
Automatic GL account, VAT/tax and dimension defaulting per vendor and per line category for correct posting
Staging table and review page where AP clerks see the source PDF side-by-side with extracted fields before confirming
Confidence scoring on every extracted field, holding low-confidence captures for manual verification instead of mis-posting
Duplicate-invoice detection on vendor number plus external document number to block double payment
Per-tenant AL extension install with dedicated permission sets, install/upgrade codeunit and telemetry to Application Insights
Full audit trail linking the original document, extracted data, match result, approver and the posted purchase invoice
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约 2–4 周内上线，并提供上线后的支持期。
关于此产品
What this is
The Vendor Invoice OCR & AP Automation Agent is a custom AL extension for Microsoft Dynamics 365 Business Central that removes manual keying from accounts payable. Drop a PDF or image invoice into a monitored mailbox and the agent captures it, runs OCR + AI line-item extraction, maps the vendor, validates against the originating purchase order and posted receipts, and creates a draft Purchase Invoice in BC ready for review or fully touchless posting.
This is not an instant AppSource download. ECOSIRE designs, builds, and installs it as a per-tenant extension directly on your Business Central environment (cloud SaaS or on-prem), wires it to your document-capture service, and supports it after go-live. We scope it to your vendor mix, chart of accounts, dimensions, and approval policy.
How it works in Business Central
- Capture — a monitored Microsoft 365 mailbox (Graph-subscribed) or drag-and-drop feeds invoice files into an Incoming Documents queue. A Job Queue Entry polls and processes new arrivals.
- Extract — OCR + an AI model (Azure AI Document Intelligence or an equivalent the agent calls over HTTPS) returns vendor, invoice no., dates, totals, tax and line items into a staging table extension.
- Match — an AL codeunit performs configurable 2-way or 3-way matching against
Purchase Header/Purchase Lineand postedPurch. Rcpt.records, flagging price/quantity variance within tolerance. - Route — clean invoices post automatically; exceptions raise a native BC approval workflow entry to the right approver.
- Post — the agent creates the Purchase Invoice via standard posting routines so your GL, VAT, and audit trail stay correct.
Delivered with permission sets, an installation/upgrade codeunit, configuration pages, and documentation. Honest lead time and a support plan are part of every engagement.
你得到什么
- A per-tenant Business Central AL extension (.app) installed on your cloud SaaS or on-prem environment, source included
- Configuration of email-capture mailbox, Microsoft Graph subscription and the OCR/AI Document Intelligence endpoint
- Vendor mapping, GL/VAT defaulting and 2-way/3-way matching tolerance rules tuned to your chart of accounts and dimensions
- Native BC approval workflow setup for variance and exception routing to your approver hierarchy
- Job Queue Entry scheduling, retry and error-logging configuration with Application Insights telemetry
- Permission sets, install/upgrade codeunit, admin guide, AP-clerk user guide and a recorded handover/training session
这是给谁的
AP / Finance Manager
Drowning in manual invoice entry and chasing approvals by email. Wants vendor invoices captured, matched to POs and posted touchless, with clear exception handling and a clean audit trail inside Business Central.
Controller / CFO
Needs faster month-end close, fewer keying errors and duplicate-payment protection without buying a separate AP platform. Values that it runs natively in BC with full GL and VAT integrity.
BC Partner / IT Admin
Manages the Business Central tenant and wants a clean per-tenant extension with proper permission sets, Graph integration and Job Queue setup — built and supported by a specialist rather than maintained in-house.
Vendor Invoice OCR & AP Automation Agent for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Dynamics 365 Business Central 原生 |
|---|---|---|---|---|
| AI OCR + line-item extraction from invoice PDFs | 包含 | 部分支持 | 包含 | 不包括在内 |
| Configurable 3-way PO and receipt matching in AL | 包含 | 部分支持 | 包含 | 部分支持 |
| Email inbox capture via Microsoft Graph subscription | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Native BC approval-workflow routing for exceptions | 包含 | 部分支持 | 部分支持 | 包含 |
| Tailored to your vendors, COA, dimensions and tolerances | 包含 | 包含 | 不包括在内 | 不包括在内 |
| Built, installed and supported for you (per-tenant extension) | 包含 | 不包括在内 | 部分支持 | 不包括在内 |
| No per-document or per-user SaaS subscription locked in | 包含 | 包含 | 不包括在内 | 部分支持 |
| Touchless auto-posting with confidence-gated holds | 包含 | 部分支持 | 包含 | 不包括在内 |
关于Vendor Invoice OCR & AP Automation Agent for Business Central的常见问题
How long does delivery take and what is the lead time?
This is built-to-order, not an instant download. After a short scoping call we typically deliver a working per-tenant extension in roughly 3 to 5 weeks, depending on your vendor mix, matching rules and approval complexity. You get a fixed milestone plan up front: scoping and configuration design, then build and sandbox install, then UAT on your test environment, then production install and training. We confirm the exact lead time in writing before work starts.
What ongoing support and updates do I get after go-live?
Every engagement includes a support period for bug fixes and tuning of extraction and matching accuracy. Because Microsoft ships Business Central major updates twice a year, we offer an optional maintenance plan that keeps the extension compatible with each release wave, applies AL deprecations, and adjusts the OCR/AI integration as needed. We monitor errors via Application Insights telemetry and can add new vendors, document layouts or approval rules on request.
Does this work on Business Central cloud (SaaS) and on-premises?
Yes. It is delivered as a per-tenant AL extension that installs on Business Central online (SaaS) or supported on-premises deployments. Email capture uses Microsoft Graph against a Microsoft 365 mailbox; the OCR/AI call is made over HTTPS to Azure AI Document Intelligence or an equivalent endpoint you approve. We confirm fit against your specific BC version during scoping.
Will it post to the wrong account or pay a duplicate invoice?
No clean-by-default behavior overrides your controls. Every extracted field carries a confidence score; low-confidence captures are held for human review rather than posted. Duplicate detection checks vendor number plus external document number before creating an invoice, and only invoices that pass your matching tolerances and approval workflow post automatically. GL accounts, VAT and dimensions default from rules you sign off during configuration.
Is this an official Microsoft AppSource app?
No, and we do not claim it is. It is a custom extension that ECOSIRE builds, installs and supports directly on your tenant as a per-tenant deployment. That means it is shaped to your processes rather than a generic one-size listing, and there is no public AppSource link to download. If you later want it hardened for AppSource publication, that can be scoped as a separate engagement.
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Vendor Invoice OCR & AP Automation Agent for Business Central
An AI document-capture agent for Dynamics 365 Business Central that reads vendor invoice PDFs, extracts header and line data, performs 3-way PO and receipt matching, routes approvals and creates purchase invoices ready for touchless posting — built, installed as a per-tenant AL extension and supported by ECOSIRE.
- AI line-item extraction that parses vendor invoice PDFs and images into structured header and line data via OCR plus an LLM/Document Intelligence call over HTTPS
- Configurable 2-way and 3-way matching against Purchase Header, Purchase Line and posted Purch. Rcpt. lines with price and quantity tolerance rules
- Email inbox capture from a dedicated Microsoft 365 mailbox using Microsoft Graph subscriptions, feeding the BC Incoming Documents queue
- Native Business Central approval workflow routing for variance and exception invoices, so clean documents post touchless and edge cases get a human