Zetadocs - AP automation and bulk emailing

by Equisys

(18 ratings)

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

Request free Zetadocs Express here.

Are manual processes hindering your business? How much time does your company spend manually entering, storing and sharing information?

Zetadocs helps small and mid-sized businesses streamline document-based finance processes, freeing you from manual processes to improve the way your business operates. Use Zetadocs Capture to accelerate invoice processing and for document management in SharePoint, and Zetadocs Delivery to send batches of statements.

Zetadocs Capture benefits
  • AP Automation Next generation AI-driven document capture (no more templates to be set up), automatic order matching and simple invoice approval for accelerated invoice processing inside Microsoft 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
  • Free Zetadocs Express For up to four users at no software cost. Drag & Drop documents and Save & Send reports by email
  • Secure storage using Microsoft 365 A 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 Business Central
  • Customizable Meet your individual requirements using the Zetadocs SDK
Why Zetadocs?

Zetadocs is designed for Business Central and is ready to go!

Thousands of customers worldwide trust 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

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