Get data from your documents into Microsoft Dynamics 365
Supplier Invoices
Automatically extract supplier invoice data into Dynamics 365 Finance to create vendor invoices, validate line items, check for duplicates and accelerate your accounts payable process.
Purchase Order Matching
Match supplier invoice data against open purchase orders in Dynamics 365 to validate quantities, prices and line items – flagging discrepancies for review and preventing overpayments before they happen.
Sales Orders
Convert customer purchase orders into sales orders in Dynamics 365 Sales automatically by extracting order details, line items and amounts – accelerating fulfillment and improving customer response times.
Expense Claims
Extract receipt and expense form data into Dynamics 365 to automatically create compliant expense claims with employee details, merchant information and categorized amounts – speeding up reimbursements and strengthening policy compliance.
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