AP automation &
document management

for Business Central

 Watch video

AP automation & document management for Business Central

The Zetadocs suite of add-ons for Microsoft Dynamics 365 Business Central helps you streamline business processes, freeing you from paper and improving the way your business operates. Finance departments, customer services, sales and operational teams can work more efficiently on screen, saving time and costs, while offering better service levels to customers, suppliers and staff.

Zetadocs Capture logo, ap automation and document management for Business Central

Zetadocs Capture provides accounts payable automation using next generation, AI-driven document capture technology that enables automated data entry and order matching. It also stores documents alongside Business Central transactions for instant access, cutting the time spent on manually rekeying data and finding related documents.

Icon

AP automation

Accelerate your invoice processing with automated data entry and order matching. No vendor templates or system training is required to get started

Search Icon

AI-driven document capture

Extract data with next generation, AI-driven document capture. Zetadocs uses intelligent OCR to rapidly create new purchase documents in Business Central

Icon

Enhanced secure storage

The central online archive removes inefficiencies from handling a mix of paper and electronic files across different locations, with easy on-screen retrieval via Business Central or Microsoft 365®

Zetadocs Delivery logo, document management for Business Central

Zetadocs Delivery emails batches of personalized documents from within Business Central. This saves your finance team time in sending documents such as orders, invoices and statements, using ready to go templates.

Blue icon with paper document and arrow pointing right, representing documents being sent

Email consolidated batches of documents

Multiple emails for the same recipient are grouped together for convenience, and emails can be sent from a group mailbox so that replies are seen by all the team

A simple icon depicting a blue pen and paper, symbolizing writing or note-taking

Ensure content is personalized, yet consistent

Templates ensure all emails have appropriate corporate branding, with attachments like terms & conditions automatically appended or additional attachments added when previewing

Gear wheel representing customization and automation

Customize and automate for your needs

Zetadocs Delivery Plus can be further customized to meet complex business requirements for delivery rules or content, and to schedule bulk-email batches to run as a background task

 

 

 

 

 

 

Parallax image

We also have an add-on for Business Central that helps you manage travel and entertainment expenses:

Zetadocs Expenses logo, expense management for Business Central

Mobile expense capture, for travel and entertainment expenses, that integrates seamlessly with your finance and other user management systems.
Zetadocs Expenses is for a smarter way of working.

Convenient

Convenient

Enjoy smart expense capture with expenses created for you, extracting information from receipts or transactions, making it quick and easy to submit expenses accurately.

Automatic

Automatic

There is no need to rekey data into your finance system, while expenses are automatically checked for policy compliance, helping you to control expense spend.

Powerful

Powerful

A secure, cloud-based solution that is always available and seamlessly integrated with your existing systems, meaning busy IT teams don't have to worry about their expenses software.

What next?

Browse the Zetadocs products or discover more about the solutions we offer for AP automation, expense management and document management.

Equisys Logo, Document Management and Expense Management for Business Central
 

Replaced by script