•  In the current accounts payable processes, our customers is experiencing challenges due to the manual extraction and validation of supplier invoice details against Goods Receipt Note (GRN) and purchase orders.
•  These issues have resulted in inefficiencies, errors, and delays in the process.
•  Additionally, the manual posting of invoices into Microsoft Dynamics 365 Business Central is time-consuming and error prone.

Introduction

In the current accounts payable processes, our customers is experiencing challenges due to the manual extraction and validation of supplier invoice details against Goods Receipt Note (GRN) and purchase orders.

Challenges

•  Artificial intelligence tools is used for Data Extraction, validation.
•  The Power app-Canvas application serves as an interface for comprehensive review, editing, and decision-making, allowing users to seamlessly approve or reject invoices.
•  A robust Power Automate Desktop flow automates the intricate process of creating and posting purchase invoices. If ERP has API capabilities, then we can achieve the same creation and posting the purchase invoice through Application programming interface(API)

Solution

•  AP solution automates the Data extraction and validation of supplier invoice details against GRN and purchase orders with the help of AI tool ensuring accuracy and efficiency.
•  Upon successful validation, users receive an email containing a Power App link, facilitating streamlined review and editing. Approvals or rejections are seamlessly conducted within the user-friendly Power App interface.
•  Post-approval, Power Automate Desktop takes charge, automating the creation and posting of the purchase invoice in Microsoft Dynamics 365 Business Central.
• Simultaneously, the system archives an approved copy in a designated folder.

Key Benefits

•  The AP solution, driven by AI, ensures heightened accuracy and efficiency in extracting and validating supplier invoice details.
•  The Power App interface streamlines the review and editing process, expediting approvals.
•  Automation through Power Automate Desktop reduces time consuming manual data entry into Microsoft Dynamics 365 Business Central.
•  Simultaneous archival of approved copies improves document management, enhancing accessibility.