Blogs, AP Automation

Streamlining AP automation with Dynamics 365 Business Central: A Microsoft partner’s perspective

A guest blog post by our partner, TMC

This blog post was written by our partner, TMC (Technology Management Concepts). It provides their view of how Zetadocs AP Automation can assist Business Central customers in accelerating invoice processing.

“Managing accounts payable (AP) efficiently is crucial for businesses looking to optimize cash flow, reduce errors and improve vendor relationships. Many organizations rely on Microsoft Dynamics 365 Business Central to handle their financial operations, but even with this powerful ERP system, manual AP processes can still create bottlenecks.

Common challenges include:

  • Time-consuming invoice processing
  • Manual data entry errors
  • Lack of visibility into payment status
  • Paper-based inefficiencies

Fortunately, Zetadocs provides a seamless way to automate AP workflows, reducing manual tasks and enhancing accuracy. However, to maximize its potential, working with an experienced Microsoft Partner is key.

In this article, we’ll explore how Zetadocs enhances AP automation in Business Central and why partnering with the right expert ensures a smooth implementation.

Why Business Central users should consider Zetadocs

What is Zetadocs?

Zetadocs is a powerful AP automation solution designed specifically for Microsoft Dynamics 365 Business Central. It accelerates invoice processing by streamlining data capture, approval workflows and creation of posted invoices in Business Central, reducing reliance on manual tasks and paper-based workflows.

Seamless integration with Business Central

One of Zetadocs’ biggest advantages is its deep integration with Business Central. It allows businesses to:

  • Capture invoices automatically using next-generation AI-driven OCR (Optical Character Recognition) technology.
  • Match purchase orders to invoices for easy reconciliation.
  • Simplify invoice approval inside Business Central with pre-set rules.
  • Store documents digitally in SharePoint for easy access and compliance.

Key benefits of Zetadocs for Business Central users

  • Automation: Eliminates manual AP tasks, speeding up approvals and payments.
  • Accuracy: Reduces data entry errors with intelligent OCR scanning.
  • Cost Savings: Cuts down on printing, mailing, and storage costs.
  • Compliance: Ensures audit readiness with secure digital document storage.
  • Vendor Relationships: Faster payments improve supplier trust and negotiations.

The business impact of AP automation with Zetadocs

1. Efficiency & time savings

The time-consuming operations of accounts payable – like invoice validation, data input and account harmonization – eat up significant working hours. With Zetadocs, these processes are automated, freeing your team to concentrate on important financial strategies rather than being bogged down with paperwork. The technology is self-learning: once the GL account or Item code on a specific invoice line is set, it is always remembered for future use.

2. Improved accuracy

Human error in AP can lead to duplicate payments, incorrect amounts or missed invoices. Zetadocs' next-generation AI-driven OCR technology and automated workflows minimize these errors, ensuring data accuracy.

3. Cost savings

As Zetadocs doesn’t require any vendor templates to be set up, you can start using the software within hours rather than days, which means you start making a return on your investment quicker.

By reducing reliance on paper-based invoices and manual approvals, companies save money on printing, storage and administrative labor. Automated AP processes also prevent late payment penalties and take advantage of early payment discounts.

4. Stronger vendor relationships

Faster processing and greater payment control using 3-way PO matching means vendors receive payments on time, improving relationships and even unlocking potential discounts. Plus, improved communication through automated tracking keeps suppliers informed about payment status.

Unlocking the full potential of Zetadocs with the right Microsoft partner

Zetadocs is undeniably a powerful tool for AP automation, but its optimal effectiveness depends on its successful integration within your current Microsoft environment. Therefore, choosing the right Microsoft Partner is critical - a partner who doesn't just collaborate, but takes the holistic approach to your Microsoft ecosystem.

1. Ensuring seamless Microsoft integration

Many businesses use multiple Microsoft solutions—Dynamics 365, Power BI, Power Automate, Office 365 and Azure—to manage various aspects of operations. The right partner doesn’t just integrate Zetadocs; they ensure it fits seamlessly within your broader Microsoft infrastructure, avoiding data silos or disconnected workflows.

2. Customization for your unique AP processes

AP workflows vary from business to business. A skilled partner doesn’t force a one-size-fits-all approach but instead customizes your system with Zetadocs to align with your existing processes—whether it’s invoice approval rules, integration with purchasing systems or unique reporting needs.

3. Scalable solutions for future growth

A great Microsoft Partner looks beyond your immediate needs. They set up Zetadocs in a way that scales with your business, ensuring your AP automation can handle increased transaction volumes, new business units and evolving financial processes without requiring major reconfigurations.

4. Advanced reporting & analytics

AP data holds valuable insights. The right partner helps you go beyond automation, leveraging Business Central’s reporting tools and Power BI to track AP performance, detect trends and make informed financial decisions.

5. Ongoing support & optimization

Implementing Zetadocs is just the beginning. A premier Microsoft partner provides ongoing support, system updates, training and continuous improvements to ensure your AP automation remains optimized as your business evolves.

Why TMC recommends Zetadocs

At TMC (Technology Management Concepts), we highly recommend Zetadocs for its exceptional capabilities in streamlining accounts payable automation within Dynamics 365 Business Central.

Zetadocs integrates seamlessly, enhancing efficiency, accuracy and overall business performance. Its scalability, customization and advanced analytics ensure that your AP automation not only functions but excels. With TMC's proven track record and dedication to long-term client success, you can trust us to implement Zetadocs effectively.”

TMC are one of our trusted US-based partners. For a demo, consultation or to explore how they can help you streamline AP automation, you can contact them directly by clicking here.

We also work with other partners, a list of which you can see here.