AI in Business Central
/
Payables Agent
Finance and Accounts Payable

When supplier documents
take up the entire workday.

We have received the invoice. However, there is still work to be done before it is ready for approval and posting. We’ll help you determine where Payables Agent fits into your accounts payable process.
Payables Agent · Business Central
Payables Agent
01Supplier Invoice
02Agent's Draft Document
03Employee Review
04Approval and Posting
Conceptual illustration · can be adapted to your workflow
Does this look familiar to you?

Has the attachment been received,
, but has the work only just begun?

In the finance department, receipt is just one step. The information must be understood, the supplier identified, and the document verified. We focus on the steps that actually take time for you.
01 / YOUR DAILY LIFE

The same information is entered again

The invoice number, date, amount, and line items are listed in the attachment, but still need to be located and verified in BC. These repetitive tasks take up time among other financial tasks.
02 / YOUR DAILY LIFE

The attachments require different handling

A sales invoice, a cost invoice, and a credit memo do not necessarily follow the same path. Automating all documents at once may not be the right place to start.
03 / YOUR DAILY LIFE

Exceptions remain

An unclear supplier, a discrepancy, or a question for a colleague can bring the matter to a halt. You need to know who will take over and follow up.

What is the Payables Agent in Business Central?

Payables Agent supports the processing of supplier invoices and credit memos. It analyzes documents and prepares draft documents for the employee to review. The agent does not post the documents; approval and posting must still be part of your workflow.
A Specific Workflow

A PDF invoice needs to be forwarded to the accounting department

Imagine an invoice that has been received by email and needs to be processed in BC. Before you automate the process, it must be clear which checks apply to the document and who is responsible for them.

This is what work might look like today

The employee reviews the invoice, identifies the supplier, enters the information, and verifies that the invoice matches the company's purchasing and accounting records.

We'll look into that with you

In a test, we examine the quality of the agent's draft and the work that still needs to be done before approval and posting. The time spent on review and corrections is factored in.
Illustrative example · not a customer case study or a promise of a specific result.

The assignment must be coherent from start to finish

01

Receive

Determine how PDF attachments are routed to the appropriate mailbox.
02

Prepare

The agent reads the attachment and prepares a draft document.
03

Check

The employee reviews and corrects the proposed information.
04

Finish

The document will be forwarded to you for the appropriate approval and bookkeeping.
Needs Before the Solution

What do we need to clarify regarding your document workflow?

It’s worth exploring this solution if the registration and preparation of supplier documents are a significant burden for your organization. If the bottleneck is primarily due to purchases made without documentation or slow internal approval, that process should also be addressed. If you already have a document management solution, we’ll assess any overlap and determine how to divide the work.
Microsoft currently states that Payables Agent is validated and supported in English. Use in Danish must be evaluated on a case-by-case basis. The agent processes emails with PDF attachments; therefore, your other file formats and existing document management solutions must be taken into account during the evaluation.

  • Attachments and Languages

    What file formats and languages do you accept, and what types of attachments are suitable for the first test?

  • Accounting and Purchasing

    What information, agreements, and checks must be in place before a document can be finalized?

  • Approval and Exceptions

    Who reviews, approves, and posts the entries, and how do you identify cases that have been put on hold?

Questions and Answers

Questions About the Payables Agent

Does the Payables Agent automatically post invoices?
No. Microsoft explains that the agent prepares drafts and creates unposted purchase documents. Employee review and your approval and posting process remain relevant.
Can we use it with Danish invoices?
Microsoft provides support in English. We will review your language, documentation, and environment and test specific examples before recommending a solution.
Should we replace our current document management system?
That's not a given. We're looking into which tasks your current solution already handles, where there is overlap, and whether the problem lies elsewhere in the process.
What should we bring to an interview?
A description of how supporting documents are received, recorded, verified, and approved is a good place to start. Specific supporting documents can be set aside for later analysis, with appropriate access and handling procedures in place.
Technical content: Zealand Data · Product information verified on November 13, 2026. Source: Payables Agent at Microsoft ↗. Availability, languages, licenses, and your specific environment will be assessed before a delivery commitment is made.
Start with your assignment

How much time do you spend
on vendor documents?

Let's talk about your process—from receipt to bookkeeping—and where clarification would be most valuable.
Talk to us about your
You don't need to know the solution in advance.