GEM365 AI Auto-filler & Auditor for Dynamics 365 Business Central

Turn the documents your team already receives into trusted ERP data without the manual re-keying. GEM365 AI Auto-filler & Auditor reads invoices, purchase orders, bills of lading and quotes attached to Dynamics 365 Business Central records using Azure AI, audits them against your existing data, and drafts the matching purchase or sales document for review. It runs inside Business Central on the pages your team already uses, so nothing changes about how they work—except the typing stops.

Key Capabilities

• AI document reading — Extracts data from attachments per document type across Purchase, Sales, Vendor, Customer, Released Production Orders and Transfer Orders, with customisable sub types each carrying its own prompt and compare template.
• Two-way audit with AI judge — Compares header fields and lines in both directions, recognising equivalent values such as "Net 30 days" and "30 DAYS" with a confidence score per verdict, and reads complementary attachments as one body of evidence.
• Side-by-side auto-fill — Drafts a fully proposed document via "New with AI", showing the source PDF pinned beside the form so every value explains its origin and can be ignored individually.
• Smart party and item matching — Resolves vendors and customers through VAT number, name and word matching with AI as a last resort, and fills unmatched lines from posting history, Text-to-Account Mapping or AI suggestions.
• Learned preferences — Saves the fill model and aggregation you approve as that vendor's or customer's default, listed, editable and deletable—never a black box.
• Bulk upload with queue status — Processes files in bulk with per-document extraction and review status, reusing stored results so the same file is never sent to Azure twice.

Integration & Compatibility

Built for Dynamics 365 Business Central, Essentials or Premium (Premium is required for Released Production Order features), the agent operates natively within BC pages and applies changes through Business Central's own validation. It runs on your own Azure subscription, region and invoice, using Azure AI Document Intelligence or Content Understanding plus Azure OpenAI for comparison features, with API keys held in Isolated Storage. Background extraction requires a configured Job Queue. No credits are purchased and no data is routed through the publisher; content reaches Azure only after explicit consent.

Who It's For

Ideal for SMB finance, accounts payable and procurement teams on Business Central who spend hours checking supplier invoices, purchase orders and shipping documents against ERP records. It suits organisations processing high volumes of vendor or customer paperwork—distribution, manufacturing, logistics and professional services—where accuracy and auditability matter and where finance leaders want measurable ROI before committing. Trials on a sandbox or the vendor's demo environment let teams verify value with their own attachments first.