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Zetadocs - AP Automation and Bulk Emailing

by Equisys

(18 ratings)

Accounts Payable Automation & Document Management using Zetadocs Capture and Zetadocs Delivery

Are you ready to automate your AP process? Does your business waste time manually entering, storing and sending information?

Zetadocs solves both problems!

Zetadocs Capture helps small and midsized businesses to accelerate their invoice processing and document management processes. Zetadocs Delivery enables you to send documents from Microsoft Dynamics 365 Business Central faster or even automatically.

Zetadocs Capture benefits
  • AP Automation Next generation AI-driven document capture (no templates needed), automatic order matching and simple invoice approval for accelerated invoice processing inside Dynamics 365 Business Central
  • Automated document filing Drag and drop files directly onto the Documents FactBox, which are automatically filed and indexed making them easily searchable across your organization
Zetadocs Delivery benefits
  • Automated delivery Schedule batches of documents to be sent automatically, with enhanced control and visibility in Dynamics 365 Business Central including options to preview & edit recipients, message content and attachments
  • Dynamic attachments Automatically add attachments to outbound emails based on custom business logic. For example, automatically attach unpaid invoices when sending payment reminder emails
Additional benefits
  • Secure storage using Microsoft 365 SharePoint Online archive removes inefficiencies from documents being spread across different locations, whilst avoiding the additional cost and database maintenance overheads associated with storing large files in Dynamics 365 Business Central
  • Customizable Meet your individual requirements using the Zetadocs SDK
Get it free

Zetadocs Express is free for up to four users at no software cost. Drag & Drop documents and Save & Send reports by email. Get it here.

Why Zetadocs?

Zetadocs offers trusted solutions built for Business Central.

Thousands of customers worldwide use Zetadocs to meet their AP automation and document management needs and are supported by expert teams in the UK and US.

Click ‘Get it now’ to get your free licence by email.

More details at zetadocs.com.

Supported Editions:

Essentials and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

All countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages:

English, Danish, Dutch, French, German, Italian and Spanish languages.

At a glance

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