Automate Payables with the New Payables Agent
🚀 Business Central 26.3 keeps pushing automation forward: meet the new Payables Agent.
🧠What it does
- Creates draft Purchase Invoices that you can review, tweak, and post.
- Monitors a shared email inbox (or SharePoint) for incoming supplier invoices (PDFs).
- Uses OCR + Azure Document Intelligence to read and extract invoice data.
- Suggests key fields (vendor, amounts, G/L accounts) using AI trained on your historical entries.
- Creates draft Purchase Invoices that you can review, tweak, and post.
🌍 Where it works
General availability expected soon (with pricing models).
Currently in public preview for UK, USA, and Australia.
🚀 How to get started (setup made simple)
- Enable the Payables Agent in BC’s setup menu.
- Link a Microsoft 365 shared mailbox (like
invoices@yourcompany.com). - Choose whether you want sample invoices sent automatically or upload your own for testing.
- Fine-tune which fields should be auto-suggested (e.g., dimensions, tax codes).
- Start receiving and reviewing invoice drafts:
- Click “Review”
- See the PDF + extracted data
- Approve or edit
- Post it → final invoice created in BC.
đź’° Cost?
- Free during the preview
🔥 Why it matters
- No more manual data entry or silly typos.
- Saves time and keeps your finance team focused on important stuff.
- Combines generative AI + your financial rules = smart suggestions.
- Still keeps a human in the loop to verify before posting.
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