Business Central document automation 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 of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into Business Central through the Business Central API v2.0. Connects to Business Central online through the standard API v2.0, signed in with an Azure AD app registration. Clean documents post automatically; only exceptions reach a person, so finance advises the business instead of keying vendor bills.

It becomes a purchase invoice in Business Central, with header and line-item fields validated before anything posts. Posts purchase invoices, sales orders, and sales quotes, creating the header and then each line. A visual field-mapping engine shapes the record into exactly what Business Central expects, so nothing is retyped and nothing posts half-filled.

DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign client, project, or engagement. The Business Central connector posts a fixed set of fields (party, dates, currency, and each line's account or item, quantity, and amount), so those codes are added in Business Central after the record lands. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

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 the vendor or customer no., the vendor invoice no., and each line's item or G/L account no. through the map.

Keying one document into Business Central typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while finance advises the business instead of keying vendor bills.