Built into Zentriq Agent

From invoice to
purchase order in seconds

Upload any invoice, receipt or delivery note. AI extracts vendor, line items, amounts and matches everything to your Business Central records.

Z
Zentriq Agent
Online
Pro
invoice-contoso-087.pdf
Process this invoice and create it in BC
Extracted 3 line items from invoice
Vendor matched: Contoso Ltd (V-10000)
Currency CHF — matches vendor
Purchase Invoice #INV-2024-087
Server Rack 42U · CHF 2'450.00
Patch Panel Cat6 x4 · CHF 756.00
Cable Management x2 · CHF 691.00

Total: CHF 3'897.00
Create this purchase invoice?
Yes
Purchase invoice created & PDF attached to the record
~5s
Document extraction
PDF & Images
Any document format
Auto-match
Vendor & items in BC
Audit trail
Every document stored

Process any business document

Upload documents directly in the Zentriq Agent chat. AI handles the rest.

Invoices

Supplier invoices with line items, amounts, tax, payment terms and due dates.

Line itemsTax extractionPayment terms
Receipts

Purchase receipts and expense reports with amounts, dates and vendor info.

Quick scanPhoto supportMulti-page
Delivery notes

Shipping documents with quantities, reference numbers and delivery details.

Qty matchingPO referenceTracking

What Document Capture does

Extract instantly

Upload any invoice or receipt. AI reads the document and extracts vendor, amounts, line items, dates and tax.

Vendor matching

Automatically identifies the vendor from the document and matches to your BC vendor records.

Line item extraction

Reads individual line items with descriptions, quantities, unit prices and total amounts.

Multi-format support

PDF, scanned images, photos. Even handwritten documents are processed with high accuracy.

Currency detection

Handles CHF, EUR, USD, GBP and more. Validates against vendor currency settings in BC.

Full audit trail

Every processed document stored with extraction results. Search and review anytime from your dashboard.

Up and running in minutes

1

Open the Agent

Open Zentriq Agent in your BC sidebar or use the web dashboard.

2

Upload your document

Drag & drop or click to upload. PDF, images, scans — any format works.

3

Review & confirm

AI extracts everything and shows you the result. Confirm to create the record in BC.

Stop typing invoice data manually.
Let AI do it in seconds.

Available with Zentriq Agent. Upload documents directly in the chat.

Who uses Document Capture?

Accounts payable teams

Stop manually typing invoice data into BC. Upload invoices in the Zentriq Agent chat — AI extracts vendor, line items, amounts, tax, and payment terms. Review the extracted data and create a purchase invoice with one click.

Procurement managers

Match incoming invoices against purchase orders automatically. Document Capture cross-references PO numbers, quantities, and amounts to flag discrepancies before you approve.

Field teams & remote workers

Snap a photo of a receipt or delivery note on your phone. Upload it to the Agent chat and get it processed instantly — no need to be at your desk or scan documents.

Auditors & compliance

Every processed document is stored with a full audit trail. See exactly what AI extracted, what was modified, and who approved the final record in BC.

Manual entry vs Document Capture

TaskManual ProcessWith Document Capture
Enter an invoiceOpen Purchase Invoice, type vendor, add 10+ line items manuallyUpload PDF → AI extracts everything → one-click create
Match to vendorLook up vendor number, search by nameAI auto-matches from document header
Validate amountsCalculator, cross-check line by lineAI validates totals, flags mismatches
Process time per invoice5-15 minutesUnder 30 seconds
Error rate2-5% manual entry errorsAI extraction with human review
Handle receiptsNot practical — too small, hard to readPhoto upload, instant extraction

Frequently asked questions

What is Zentriq Document Capture?

Zentriq Document Capture is an AI-powered feature built into the Zentriq Agent. Upload invoices, receipts, or delivery notes directly in the Agent chat, and AI extracts all relevant data — vendor, line items, amounts, tax, dates — and creates records in Business Central.

What document formats are supported?

Document Capture supports PDF files and images (JPEG, PNG). You can upload scanned documents, digital PDFs, or even photos taken with your phone. Multi-page documents are supported.

How accurate is the AI extraction?

AI extraction accuracy is typically above 95% for standard invoices. The system always shows you the extracted data for review before creating any records in Business Central — nothing is created without your approval.

Does Document Capture match vendors automatically?

Yes. When you upload a document, AI reads the vendor name, address, and tax ID from the document header and matches it against your Business Central vendor records. If no match is found, you can manually select the vendor.

Can Document Capture process purchase orders too?

Document Capture focuses on incoming documents: supplier invoices, receipts, and delivery notes. For creating purchase orders from supplier websites, use Zentriq PunchOut.

How does Document Capture relate to Zentriq Agent?

Document Capture is a feature of the Zentriq Agent. You upload documents directly in the Agent chat window inside Business Central. The same AI that answers your questions also processes your documents.

How much does Document Capture cost?

Document Capture uses the same credit system as PunchOut. Each document processed costs one credit. Buy credit packs for your organization — credits never expire. There's a free tier to get started.

Is my document data stored?

Documents are processed in real-time for data extraction. Processed documents are stored securely for audit trail purposes and linked to the created BC records. You can delete documents from your dashboard at any time.

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