AI-powered for Business Central

Your AI teammate
inside Business Central

Ask questions in plain English. Upload invoices and get them processed. Create purchase orders with a single sentence. Get financial dashboards with KPI cards and charts. Works inside BC, on the web, or from your phone.

Z
Zentriq Agent
Online
Advanced
Create a purchase invoice from this PDF
Extracted vendor, lines, total
Vendor matched: Contoso Ltd (V-10000)
Currency CHF — matches vendor
Purchase Invoice #INV-2024-087
3 lines · Total CHF 4'280.00
Create this invoice?
Yes
Invoice created & document attached
~3s
Average response
3 AI models
Fast, Advanced & Premium
Read & Write
Full BC API access
PDF & Images
Document intelligence

Choose your AI power

Switch between models on the fly. Pick the right balance of speed and intelligence for each task.

Fast
1 credit per message

Lightning-fast answers for everyday queries. List vendors, check stock, look up orders.

Instant responsesSimple queriesLow cost
Recommended
Advanced
4 credits per message

Advanced reasoning for complex tasks. Document analysis, invoice creation, multi-step workflows.

Document captureComplex reasoningWrite actions
Premium
8 credits per message

Maximum intelligence for the most demanding tasks. Deep analysis, complex multi-step operations.

Deepest reasoningComplex analysisBusiness & Ultra plans

Zero setup. Just sign in and ask.

No configuration, no consultants, no integration project. Install the extension, connect your Microsoft account, and start working. Use it inside Business Central, on the web, or from your phone — everything below is included from day one.

One agent, nine domains

Zentriq Agent covers your entire Business Central — purchasing, sales, finance, inventory, CRM, reporting, documents, and more. All accessible in natural language.

Purchasing

Purchase orders, invoices, credit memos, quotes, goods receipt, posting. Create a PO in one sentence.

  • PO creation
  • Invoice processing
  • Goods receipt
  • Vendor quotes

Sales

Sales orders, invoices, credit memos, quotes, shipments. Track and manage the full sales cycle.

  • Sales orders
  • Invoicing
  • Shipments
  • Quotes

Finance

General journals, customer & vendor payments, GL entries, bank reconciliation. Full ledger access.

  • Journals
  • Payments
  • GL entries
  • Bank rec.

CRM

Customers, vendors, contacts, employees, opportunities, interaction logs. Full relationship context.

  • Customer profiles
  • Vendor profiles
  • Opportunities
  • Contacts

Inventory

Stock levels, item movements, categories, value entries. Low stock alerts and reorder suggestions.

  • Stock levels
  • Item movements
  • Low stock alerts
  • Valuations

Reporting & Analytics

P&L, balance sheet, trial balance, aging reports, cash flow, sales & purchase analysis.

  • P&L
  • Balance sheet
  • Aging
  • Cash flow

Document Capture

Upload a PDF or photo of an invoice. AI extracts vendor, lines, amounts and creates the record in BC.

  • PDF extraction
  • Image OCR
  • Auto-matching
  • One-click create

Dashboards

KPI cards, bar/line/pie charts, monthly trends, period comparisons, margin analysis, VAT summaries.

  • KPI cards
  • Charts
  • Trends
  • Comparisons

Templates

Create customers & vendors from templates with posting groups, payment terms and dimensions pre-filled.

  • Customer templates
  • Vendor templates
  • Posting groups
  • One-click create

Up and running in minutes

1

Install the extension

Add Zentriq from AppSource. The agent panel appears in your BC sidebar automatically.

2

Sign in

Log in with your Microsoft account. The connection is automatic — nothing to configure.

3

Start asking

Type a question, upload a document, or create a record. The agent does the rest.

Who is Zentriq Agent for?

Procurement teams

Stop switching between BC pages to find vendor info, check item availability, or look up order status. Ask the Agent and get instant answers with links to the source records.

Finance & accounting

Upload supplier invoices and let AI extract all the data. The Agent matches vendors, validates amounts, and creates purchase invoice drafts — ready for your review.

Warehouse & logistics

Check stock levels, find item locations, look up shipment status. The Agent reads your BC warehouse data and gives you answers in seconds.

BC administrators

Let your team self-serve common BC questions instead of filing support tickets. The Agent knows your data and can answer questions about any BC page or record.

Analytics that come to you

Stop navigating 10 pages to find one number. Ask a question, get a dashboard.

Financial Dashboard
CHF 859k
Revenue
CHF 612k
Expenses
CHF 247k
Net Income
CHF 142k
Receivables

“Show me a financial dashboard for Q1”

Vendor Profile
CHF 37k
YTD Purchases
3
Open Invoices
2
Open POs

“Tell me about vendor Fabrikam”

Sales by Customer
Adatum
CHF 285k
Trey Research
CHF 205k
Contoso
CHF 146k
Fabrikam
CHF 108k

“Top customers this quarter”

P&L Report
RevenueCHF 859'050
Cost of Goods SoldCHF 412'300
Gross ProfitCHF 446'750
Operating ExpensesCHF 199'400
Net IncomeCHF 247'350

“Show me the P&L for January”

Before vs After

TaskWithout AgentWith Zentriq Agent
Financial dashboardOpen 6 BC pages, export to Excel, build charts manually“Show me a financial dashboard for Q1” — KPI cards + charts
Vendor profileCheck Vendor Card, Ledger Entries, PO list, Invoice list“Tell me about vendor 10000” — full profile in one view
Process an invoiceOpen document, manually type vendor, items, amountsUpload PDF, AI extracts everything, one-click create
Create a purchase orderNavigate menus, fill 10+ fields manually“Create a PO for 100 units of item 1000 from vendor 10000”
Monthly sales trendExport ledger entries, pivot table in Excel, make a chart“Show me sales trend last 6 months” — instant chart
P&L reportRun Account Schedule, configure rows, export“Show me the P&L for February” — formatted report

Frequently asked questions

What is Zentriq Agent?

Zentriq Agent is an AI assistant that lives inside Microsoft Dynamics 365 Business Central. It lets you query data, process documents, and create records using natural language — no menus, no filters, no manual data entry.

How does Zentriq Agent connect to Business Central?

Zentriq Agent connects through a lightweight AL extension installed in your BC environment and uses OAuth 2.0 delegated access. It can only access data that your BC user account has permission to see.

Is my Business Central data safe?

Yes. Zentriq Agent uses OAuth 2.0 delegated access through Microsoft Entra ID. Your credentials are never stored. The Agent inherits your BC permission sets — it can never access more than you can. All data is processed in real-time and never stored on our servers.

Can Zentriq Agent create records in Business Central?

Yes. On paid plans, the Agent can create purchase invoices, purchase orders, and requisition worksheet lines. Every write action requires your explicit approval before execution — nothing is created without your confirmation.

What AI models does Zentriq Agent use?

Zentriq Agent offers three AI tiers: Fast (1 credit) for quick lookups, Advanced (4 credits) for document processing and complex reasoning, and Premium (8 credits) for the most demanding analytical tasks. You choose the model per message.

Does Zentriq Agent work with Business Central Online and On-Premises?

Currently, Zentriq Agent works with Business Central Online (SaaS). On-premises support is on our roadmap. Contact us if you need on-premises compatibility.

How much does Zentriq Agent cost?

There's a free plan with 20 credits per month. Paid plans start at CHF 29/user/month (Pro) with 1'000 credits, up to CHF 99/user/month (Ultra) with 5'000 credits. Credits vary per AI model: 1 for Fast, 4 for Advanced, 8 for Premium.

Can multiple users in my company use Zentriq Agent?

Yes. Zentriq Agent supports team plans with per-seat pricing. Create an organization, invite your team, and everyone shares the same plan. Each user gets their own chat history and BC connection.

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