AI-Powered AP Automation for Dynamics 365 Business Central

Introduction to AI-Powered AP Automation

“Accounts Payable AP Automation Portal for Business Central with AI Enabled OCR Conversion”

Revolutionize your accounts payable with an AI-enabled automation system built directly into Dynamics 365 Business Central. AI-Powered AP Automation for Dynamics 365 Business Central transforms PDF invoices into structured purchase transactions, eliminating manual data entry while improving processing speed and accuracy.

Designed for finance teams, it leverages advanced OCR and AI to extract invoice data, identify potential errors, and intelligently populate purchase invoice forms—all from within Business Central.

Experience fast, accurate, and fully integrated AP automation—natively inside Dynamics 365 Business Central. No complexity. Just results.

Visit on Microsoft AppSource Accounts Payable AP Automation Portal for Business Central 

Key Features

Here are the key features of the AI-Powered AP Automation solution.

AI-Enabled OCR Processing

Automatically extracts key invoice fields such as vendor details, invoice number, line items, SKUs, GL account codes, and units of measure. Includes confidence scoring and flags ambiguous or incomplete data.

Smart Validation Engine

Validates all required fields in real time. Prevents submission of incomplete or inaccurate invoices, ensuring clean, audit-ready data every time.

Manual Override with Guided Input

Click on invoice text to populate missing fields. Repetitive data like units of measure can be auto-filled across an entire column with one selection.

ERP-Native Submission

Validated invoices post directly into Business Central. No external systems, duplication, or app switching—just seamless integration.

Edit Locking System

Invoices in review are locked to a single user to avoid conflict. Locks automatically expire on save, back, or submit, supporting smooth collaboration.

Real-Time AP Dashboard

Monitor invoice status, processing time, supplier volume, and data accuracy from a single dashboard within your ERP environment.

Key Benefits

Here are the key benefits of the AI-Powered AP Automation solution.

Built for Business Central

Fully native extension. No third-party connectors or middleware required.

Customizable Workflow

Tailor field mappings, validation rules, and invoice handling logic to fit your business needs. Transparent automation—no black boxes.

Faster Invoice Processing

Reduce manual workload and approval delays by streamlining your AP pipeline.

Improved Accuracy

Minimize errors with smart validation, auto-mapping, and guided manual input tools.

Scalable and Cost-Effective

Lower operational costs while managing higher invoice volumes without sacrificing control or quality.

How AI-Powered AP Automation Works

Here are the steps of how the AI-Powered AP Automation solution works.

Step 1: Log In to the Portal

Access a centralized workspace to receive, analyze, validate, and process invoices in one interface.

Step 2: Real-Time Dashboard Overview

View live metrics such as invoice volume, processing times, data accuracy, and supplier invoice values.

Step 3: Import Invoices

Submit via designated email inbox or manual upload. The system prepares files for AI processing immediately.

Step 4: AI-Driven Analysis

The system detects and fills fields like vendor info, invoice number, SKUs, GL classifications, and line items accurately and automatically.

Step 5: Handle Incomplete Invoices

Low-confidence or missing data is flagged. Submission is blocked until validation is complete, guiding users through necessary corrections.

Step 6: Guided Manual Input

Easily click on invoice text to map missing fields. Use fill-down logic for consistent data like units of measure across entire columns.

Step 7: Submit to Business Central

Once validated, invoices are submitted directly to Dynamics 365 Business Central. No export, no re-entry, and no switching systems.

Step 8: Built-in Locking and Safeguards

Invoices being edited are locked to prevent multiple users from making changes. Locks release on save, back, or submit. Approved invoices become read-only.