Add-on type
AP Automation, Expense Management, Document Management
Products Integration
Dynamics 365 BC
Partner Website
Equisys.com/products/zetadocs/overview
Do you need more information?
Please, contact your account manager. They can help you take your Microsoft Business Solution to the next level.
AP automation
Zetadocs AP Automation helps you to accelerate your invoice processing.
It uses next-generation, AI-driven document capture technology to extract invoice data and enter it automatically into Business Central. Purchase invoices are automatically matched to purchase orders and receipts, which offers you immediate time savings and greater control over payments. When approving, you can check the original invoice instantly, helping you to verify payments and reducing the need to chase approvers.
Key benefits:
- Rapid set-up: Get started in hours, not days, for immediate time-savings
- No templates: Next-generation, AI-driven OCR means that no vendor templates are required to be set up
- Fast processing: Automatically route vendor invoices from a dedicated mailbox into Business Central for quick and easy processing
Expense management
Zetadocs Expenses makes expense management simple.
Submitters take a photo of a receipt on their Zetadocs Expenses app and see an expense created for them, making it quick and easy to submit expenses on the go. For finance teams, there is no need to rekey data into Business Central, and expenses are automatically checked for policy compliance, freeing up significant time.
Key benefits:
- Smart expense capture: Expenses are created for you, with data automatically and accurately extracted from receipts
- Control expense spend: Real-time reporting in PowerBI or Excel provides actionable insights into employee spending
- Seamless integration: It’s built for Business Central, so it works right out of the box, with auto sync of Business Central projects and project tasks
Document management
Zetadocs provides a variety of solutions using our document delivery and capture products.
You can send out documents such as sales invoices and statements automatically in personalized batches from within Business Central using Zetadocs Delivery. Meanwhile, Zetadocs Capture stores incoming documents centrally, cutting the time spent manually rekeying data. All documents are archived in SharePoint and instantly available via Business Central.
Key benefits:
- SharePoint archiving: Automatically archive incoming and outgoing documents in SharePoint, reducing storage inefficiencies and costs while easily retrieving documents via Business Central
- Batch delivery: Send batches of personalized documents quicker from within Business Central, rather than sending them individually
- Automation: Set up batches to send on a specified date and time in the background and automatically attach additional documents
Book a demonstration
To book a demonstration of any of Zetadocs’ AP automation, expense management or document management solutions, simply click here or contact your account manager.