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AI assistant for Business Central

Drop anything.It becomes a draft in Business Central.

Invoices, scans, phone photos, e-invoices — BC Sidekick reads them, validates every number, and stages a draft in Dynamics 365 Business Central, right in your browser's side panel. You just confirm.

Any format
PDF, XML e-invoice, scan, or phone photo
Zero setup
No templates to build, no OCR to train
Drafts only
Posting stays behind your BC controls

Reads what your vendors actually send — structured e-invoices parsed natively, everything else read by AI

PDF invoices
Factur-X / ZUGFeRD
UBL
PEPPOL BIS
Scans & phone photos
Forwarded email
Features

From any document to a validated BC draft

No templates, no OCR training, no re-keying. BC Sidekick reads whatever lands on your desk, proves the numbers hold, and stages the draft — inside Business Central.

Universal Drop

PDFs, XML e-invoices — Factur-X/ZUGFeRD, UBL, and PEPPOL parsed natively — plus scans and phone photos. No templates to build, no OCR to configure. Or skip the drop entirely and forward the email to your intake mailbox.

Validated, never blind

Every extraction passes deterministic checks before a human sees it: line sums must add up, tax and totals must reconcile, the vendor must match your master data. What reaches your queue is already arithmetically sound.

Mapping memory

BC Sidekick learns each vendor’s G/L accounts from your approvals. The second invoice from the same vendor arrives pre-mapped — you review a filled-in draft, not a blank form.

Autopilot with earned trust

After repeated clean approvals for a vendor, new invoices become Business Central drafts automatically. One correction from you and that vendor’s trust is revoked — back to manual review.

Posting stays in BC

BC Sidekick only ever creates inert drafts. Your posting routines, approval workflows, and permissions remain the gate — and every action runs under the user’s own Business Central permissions via Entra ID sign-in.

Works where you work

A side panel inside Business Central in Chrome and Edge — no tab switching, no separate app to live in. Team leads get a review-queue dashboard for throughput, trust levels, and exceptions.

How it works

Drop. Review. Draft in BC.

Three steps — and after enough clean approvals, autopilot quietly takes over the first two for your most predictable vendors.

01

Drop

Drag a file into the side panel — or forward the email. PDF, XML e-invoice, scan, or phone photo: BC Sidekick reads it as-is, without templates or setup.

02

Review & approve

The extraction arrives already validated — line sums, tax totals, vendor match — and pre-mapped from your past approvals. Fix anything that’s off; every correction teaches it.

03

Draft in BC

One confirm and an inert draft lands in Business Central, mapped and ready for your usual workflow. Posting stays with your team, your controls, your permissions.

Autopilot

Autonomy that is earned, one vendor at a time

BC Sidekick never asks you to trust it in general. It earns trust per vendor from your own clean approvals — and loses it the moment you correct anything.

  • Earned per vendor, never assumed

    Trust builds from your own behaviour: repeated approvals with no corrections. Each vendor earns it separately.

  • Still only a draft

    Autopilot changes who creates the draft — not what a draft is. Nothing is ever posted automatically.

  • One correction revokes trust

    Touch anything on an autopilot draft and that vendor drops back to manual review. Instantly, automatically.

Vendor trust

review queue · team view
  • Fabrikam Inc.

    7 clean approvals in a row

    Autopilot on
  • Contoso Ltd

    3 clean approvals — building trust

    Review mode
  • Northwind Traders

    Correction on last invoice

    Trust revoked

Autopilot drafts are labelled in the queue and in Business Central. Posting always stays with your team.

Security & control

Built to be trusted by the people who own the ledger

BC Sidekick is designed for finance teams: it works inside your identity, inside your permissions, and always one step short of the ledger.

  • Multi-tenant Entra ID sign-in

    Users sign in with their existing Microsoft Entra ID account. No new passwords, no shadow identities to manage.

  • Your BC roles apply

    Actions taken on behalf of a user mirror their Business Central roles and permissions. BC Sidekick can never do more than the person using it.

  • No training on your data

    Customer data is never used to train AI models. Your invoices are processed to serve your tenant — and nothing else.

  • International vendors covered

    Overseas suppliers sending Factur-X/ZUGFeRD, UBL, or PEPPOL e-invoices? Parsed natively as structured data — not run through OCR — so cross-border AP just works.

  • Nothing is ever posted automatically

    Drafts are the ceiling of what BC Sidekick can create. Your existing Business Central controls remain the only gate to the ledger.

FAQ

Questions, answered

How the drop, the checks, autopilot, and your Business Central permissions fit together.

What formats can we drop?
PDF invoices, XML e-invoices — Factur-X/ZUGFeRD, UBL, and PEPPOL are parsed natively — plus scans and phone photos. There are no templates to build and no OCR to configure: drop the file, or forward the email to your intake mailbox, and BC Sidekick reads it as-is.
Can BC Sidekick post documents in Business Central?
No — by design, never. It only creates inert drafts. Posting stays inside Business Central, behind your existing approval workflows and permissions. Autopilot doesn’t change this: even a fully trusted vendor only ever produces drafts.
How does autopilot earn the right to act?
Per vendor, from your own behaviour. After repeated clean approvals — you confirmed without changing anything — new invoices from that vendor become drafts automatically. The moment you correct one, trust for that vendor is revoked and its invoices return to manual review.
What permissions does it run under?
Yours. Sign-in is multi-tenant Microsoft Entra ID, and every action BC Sidekick takes on a user’s behalf runs under that user’s own Business Central roles and permissions. It can never see or do more than the person signed in.
Is our data used to train AI models?
No. Customer data is never used for AI training. Documents are processed to serve your tenant only, and structured e-invoices are parsed directly rather than reconstructed through OCR.
How do we get access?
BC Sidekick is in early access and rolled out together with Microsoft Dynamics partners (VARs). Request pilot access and we’ll coordinate with your partner — or work with you directly if you are the partner.

Get invoices out of the inbox and into Business Central.

BC Sidekick is in early access with a small group of pilot teams, rolled out together with Microsoft Dynamics partners. Tell us about your document volume and we’ll take it from there.