Finance
Payables Agent (Business Central)
Human-approved · Starter · Medium severity
Works with: Business Central, Outlook
The problem
Vendor invoices arrive by email as PDFs. AP re-keys them into Business Central, matches to POs/receipts, and chases exceptions. Manual entry causes late payments, missed early-pay discounts, and duplicate-payment risk.
What the agent does
- Microsoft's first-party Payables Agent — we configure rather than build:
- Picks up incoming vendor invoices (e-invoices or PDF from the AP mailbox).
- Extracts header/lines, matches vendor and PO/receipt, flags mismatches.
- Drafts the purchase invoice in BC.
- Human approval: AP reviews exceptions and posts.
You need this if
- AP entry consumes significant admin time
- Duplicate or late payments have happened
- PO matching is manual and inconsistent
Who uses it
AP/bookkeeping, controller, owner.
What goes in, what comes out
In: vendor invoices (email/e-invoice), BC vendor/PO/receipt data. Out: drafted purchase invoices, exception queue.
Why it pays
Entry time per invoice drops to seconds of review; early-pay discounts become capturable; duplicate-payment risk falls. Pairs naturally with the Sales Order Entry Agent for a "BC agentic finance" package.
Built to be trusted
- Never posts or pays without human approval (native)
- Out-of-tolerance and new-vendor invoices always route to a human
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.