Business Central for professional services firms
Business Central document automation for professional services firms
DynamoDocs captures the vendor and subcontractor invoices coded to clients or projects, subscription bills, and client quotes that professional services firms deal with every day, reads them with AI, validates every field, and posts them into Business Central. Your team reviews the exceptions instead of retyping each one.
30-minute session · run against your own Business Central document types · no commitment
The short version
DynamoDocs automates Business Central document entry for professional services firms. For professional services firms, vendor bills, subcontractor invoices, and client-related expenses arrive constantly and finance keys each one in by hand. DynamoDocs captures each document, AI reads and classifies it, codes it to client, project, or engagement, validates it, and posts approved records into Business Central through the Business Central REST/OData API, so finance advises the business instead of keying vendor bills. Dynamics 365 Business Central (formerly NAV / Navision) is the go-to ERP for growing SMBs on the Microsoft stack.
The mapping
How Professional Services paperwork posts into Business Central
Each document is coded to client, project, or engagement and posted into Business Central as the right native record. Nothing gets dropped into a CSV to clean up later.
| What professional services firms send | Where it lands in Business Central |
|---|---|
| Vendor or subcontractor invoice coded to a client or project | a purchase invoice, coded to client, project, or engagement |
| Software or subscription bill spanning the firm | a purchase invoice, coded to client, project, or engagement |
| Reimbursable expense tied to an engagement | a purchase invoice, coded to client, project, or engagement |
| Client-facing quote or estimate | a sales quote, coded to client, project, or engagement |
| Made-to-order RFQ or request for pricing | a sales quote in Business Central |
A worked example
Business Central for professional services firms, from inbox to posted record
Imagine a consulting firm running Business Central that receives a subcontractor invoice reimbursable to a specific client engagement, it has to be coded to the project to bill through. DynamoDocs picks it up from the monitored inbox (or a drag-and-drop upload), and AI reads every field and line, no template required. It is coded to client, project, or engagement from your rules and vendor or customer history, then validated against totals, required fields, and your own checks. Anything that fails is flagged field-by-field for a quick review; everything clean posts straight into Business Central as a purchase invoice through the Business Central REST/OData API. Connects through the Business Central REST/OData v4 API, cloud or on-prem. Your professional services team reviews the occasional exception instead of retyping the whole document, so finance advises the business instead of keying vendor bills.
Specific to Business Central
How the Business Central connection works for professional services firms
Dynamics 365 Business Central (formerly NAV / Navision) is the go-to ERP for growing SMBs on the Microsoft stack.
OData v4 API
Connects through the Business Central REST/OData v4 API, cloud or on-prem.
Native records
Posts purchase invoices, sales orders, and sales quotes.
Dimension-aware
Carries vendor no., G/L account, and dimension values through the map.
Curious what this saves at your professional services volume on Business Central? Model it on the savings calculator
Questions, answered
Business Central for Professional Services FAQ
How does DynamoDocs handle professional services documents on Business Central?
For professional services firms, vendor bills, subcontractor invoices, and client-related expenses arrive constantly and finance keys each one in by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), codes it to the right client, project, or engagement, and posts it into Business Central through the Business Central REST/OData API. Connects through the Business Central REST/OData v4 API, cloud or on-prem. Clean documents post automatically; only exceptions reach a person, so finance advises the business instead of keying vendor bills.
How does a vendor or subcontractor invoice coded to a client or project post into Business Central?
It becomes a purchase invoice in Business Central, coded to the right client, project, or engagement, with header and line-item fields validated before anything posts. Posts purchase invoices, sales orders, and sales quotes. A visual field-mapping engine shapes the record into exactly what Business Central expects, so nothing is retyped and nothing posts half-filled.
Can it keep our Business Central coding right for professional services?
Yes, that is the point. Each document is coded to the right client, project, or engagement from your rules and vendor or customer history, so records arrive in Business Central already coded instead of waiting on a clerk. Anything that fails a rule is flagged field-by-field for a quick fix, which keeps Business Central clean and finance advises the business instead of keying vendor bills.
How do purchase orders and RFQs from professional services firms post into Business Central?
Purchase orders become a sales order and RFQs become a sales quote in Business Central, with every line, vendor and subcontractor invoices coded to clients or projects included, read and validated first. Carries vendor no., G/L account, and dimension values through the map.
How much time and money does this save professional services firms on Business Central?
Keying one document into Business Central typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing mis-coded client, project, or engagement. DynamoDocs does it in seconds and only flags exceptions, which commonly cuts document-handling labor by 80–95% while finance advises the business instead of keying vendor bills.
See it run on your Professional Services documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Business Central in about 30 minutes.
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