Supplier invoices arrive in every format imaginable, and processing them by hand is slow and easy to get wrong. The Payables Agent in Microsoft Dynamics 365 Business Central is designed to take on much of that routine work so your finance team can focus on exceptions and payment decisions.
What the agent does
The agent picks up incoming invoice documents, reads the key details and matches them to the right supplier in Business Central. It then prepares draft purchase invoices for your team to review. Microsoft has also described matching invoices against open purchase orders, which reduces the manual checking involved in end-to-end invoice processing.
- Collects invoice documents from a connected source
- Extracts supplier, amount, date and line information
- Matches invoices to suppliers and, where available, purchase orders
- Creates draft purchase invoices for review and posting
Where people stay in control
Nothing needs to be posted without a person checking it. The agent flags documents it can't match or where details look inconsistent, so your team spends its time on the invoices that genuinely need attention.
Who benefits most
Finance teams handling a high volume of supplier invoices, especially where staff are stretched at month end, are likely to see the most benefit. Faster processing also makes it easier to pay suppliers on time and keep relationships healthy.
Getting ready
Review your supplier records, purchase order habits and approval rules first. Consistent supplier data and clear approval steps help the agent match documents accurately.
Microsoft releases agents in stages, and some capabilities start in preview before general availability. Features, regions, licensing and any consumption charges can change, so it's worth checking what's available in your own environment before planning a rollout. We can help you work out what applies to you.
Speak to our Dynamics 365 team.