Upload Invoice PDF to Business Central with AI

A supplier sends you an invoice PDF by email. Today, you open the PDF, read it, then open BC, navigate to Purchase Invoices, create a new one, type the vendor, add lines, enter amounts, check the total. Eight minutes of manual transcription — per invoice.

With AI document capture, you upload the PDF and the invoice is created in BC in under 30 seconds.

How it works: 4 steps

1. Upload the document

Drag and drop the invoice PDF (or image — JPG, PNG, HEIC) into the Zentriq Agent chat. Works from the BC sidebar, the web chat, or your phone.

2. AI extracts everything

The AI reads the entire document and extracts:

• Vendor — Name, address, tax ID
• Invoice metadata — Invoice number, date, due date, payment terms
• Line items — Description, quantity, unit price, line total
• Totals — Subtotal, tax amount, total, currency

No templates to configure. No extraction rules to set up. AI understands the layout — any format, any language, any supplier.

3. AI matches to your BC data

The Agent doesn't just extract text — it matches it to your actual BC records:

• Vendor matching — Matches the extracted vendor name or tax ID to your BC vendor list.
• Currency validation — Checks that the invoice currency matches the vendor's default currency.
• Item matching — When possible, matches line descriptions to your BC item catalog.

4. Review and create

The Agent shows you all extracted data in a clean preview: vendor, invoice number, date, lines with amounts, total. You review, and with one click it creates a Purchase Invoice in BC with all data pre-filled and the original PDF attached as a document.

What formats work?

• PDF — Digital PDFs, scanned PDFs, multi-page PDFs
• Images — JPG, PNG, HEIC (phone photos)
• Any language — English, French, German, Italian, Spanish, and more
• Any layout — No template needed, AI adapts to each supplier's format

AI vs manual entry: the numbers

AI vs traditional OCR

Traditional OCR tools (Continia, ReadSoft, Kofax) require templates for each supplier layout. When a supplier changes their invoice format, the template breaks and needs to be reconfigured.

AI document processing uses language understanding, not template matching. It reads the document like a human does — understanding that “Montant total” is a total, that “30 jours” is a payment term, that the table in the middle contains line items. No templates, no maintenance.

Works from your phone

Receive a paper invoice? Take a photo with your phone, open the Zentriq web chat, upload the image. AI extracts the data and creates the invoice in BC. You don't even need to be at your desk.

Security

• Documents are processed in real-time using your authenticated BC session
• The Agent uses your BC permissions — it can only create records you're authorized to create
• Original documents are attached to the BC record for audit trail

Getting started

Document capture is available on Advanced and Premium AI models (4-8 credits per message).

1. Install the Zentriq extension in BC
2. Sign in with Microsoft
3. Upload your first invoice PDF