Automate Invoice Processing in Dynamics 365 with Continia Document Capture

Key Features of Continia Document Capture

To understand how you can automate invoice processing in Dynamics 365, it's helpful to look at the core features of Continia Document Capture:

Automatic Document Capture and OCR

Continia automatically imports documents from multiple sources, email, scanner, or drag-and-drop and applies OCR technology to read and extract data. It can recognize invoice numbers, dates, vendor names, amounts, and other essential information.

Vendor Invoice Matching

Once data is captured, Continia matches the invoice to the appropriate purchase order or receipt in Business Central. This two- or three-way matching reduces errors and fraud risk by ensuring that only valid, authorized transactions are processed.

Customizable Approval Workflows

Continia enables you to create flexible approval workflows, so invoices can be routed to the correct person or department for review. Approvals can be managed directly inside Business Central or through Continia's web-based portal ideal for remote teams.

Digital Archiving and Compliance

All documents processed through Continia are stored securely in a digital archive, fully indexed and searchable from within Business Central. This not only ensures compliance with local and international regulations, but also improves audit readiness.

Multi-company and Multi-language Support

For companies operating across regions or managing several entities, Continia supports multiple languages and companies within a single Business Central environment, making it a scalable solution.

Benefits of Automating Accounts Payable

• Increased Efficiency: Manual data entry is time-consuming and error-prone. Continia eliminates these inefficiencies by automating data capture and invoice entry, allowing your finance team to focus on more strategic tasks.
• Faster Invoice Approvals: With customizable workflows and real-time notifications, invoice approvals can be completed in hours not days. This helps ensure timely payments and improves relationships with vendors.
• Improved Accuracy: OCR technology and intelligent templates minimize the risk of human error during data entry, ensuring more accurate records and fewer reconciliation issues.
• Stronger Compliance: Digital archiving ensures every invoice is stored with a complete audit trail of when and how it was processed and approved, critical for internal control and external audits.
• Real-Time Insights:Continia provides full visibility into the status of every invoice, from receipt to payment. Managers can monitor bottlenecks, analyze performance, and make more informed decisions.

How Continia Document Capture Integrates with Dynamics 365 Business Central

Continia Document Capture is fully embedded within Microsoft Dynamics 365 Business Central, which means users don't have to learn a new interface or switch between systems. Everything from document registration to approval workflows and digital archiving happens directly within the Business Central environment.

This native integration ensures seamless data flow between modules especially useful when matching purchase orders, vendor cards, and ledger entries. It also allows users to leverage the full capabilities of Business Central while automating manual tasks.

Step-by-Step: Automating Invoice Processing with Continia

Here’s how a typical invoice processing workflow might look using Continia Document Capture:

Step 1: Invoice Receipt

Invoices are received via email or scanned into the system. Continia automatically imports these documents.

Step 2: Data Extraction

Continia uses OCR to extract key data from the invoice and cross-checks it against vendor records in Business Central.

Step 3: Invoice Matching

The solution attempts to automatically match the invoice to the relevant purchase order or receipt.

Step 4: Approval Workflow

If approval is required, the invoice is routed to the appropriate person or group. Approvers can view the invoice, make comments, and approve or reject all from within Business Central or the web portal.

Step 5: Posting and Archiving

Once approved, the invoice is posted in Business Central. A digital copy is stored in the document archive for future reference or audits.

How Continia Enhances AP Automation  

Here’s how Continia transforms a typical AP workflow:  

Traditional AP Process	Automated with Continia
Manual invoice receipt	Auto-import via email or scan
Manual data entry	OCR extracts data instantly
Paper-based approval routing	Digital multi-level workflow
Matching done manually	Automatic 2/3-way matching
Hardcopy storage	Secure digital archiving

 The entire lifecycle from invoice receipt to payment is streamlined, minimizing human touchpoints and maximizing accuracy.  

Real-World Example 

Imagine a medium-sized manufacturing company. Let’s say: The accounts payable team deals with manual data entry, paper invoices, and slow approval cycles. Processing invoices takes several days, which delays payments and causes missed early payment discounts. 

By implementing Continia Document Capture integrated with Dynamics 365 Business Central, the organization automates the entire AP process. Invoices arriving by email or paper automatically get scanned, and data is extracted using OCR technology. The system matches invoices to purchase orders, routes them through predefined approval workflows, and posts them into Dynamics 365, all without manual effort.

This automation reduces AP processing time freeing the team to focus on exceptions rather than routine tasks.

Conclusion

Manual invoice processing is no longer sustainable for modern finance teams striving for efficiency and accuracy. With Continia Document Capture, you can automate invoice processing in Dynamics 365, eliminate repetitive tasks, and create a more transparent and compliant AP workflow.

By leveraging the powerful features of Continia within the Dynamics 365 Business Central ecosystem, businesses can reduce costs, improve accuracy, and gain complete visibility into their accounts payable process.

Ready to revolutionize your AP operations? It’s time to explore how Continia Document Capture can take your Business Central experience to the next level.