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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Payables Agent feedback
Small and medium business | Business Central, N...
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Payables Agent feedback

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Posted on by giovanni79 219
We've been testing the Payables Agent and I would like to share some feedback.
 
Overall, I am a bit disappointed as I had higher expectations. Strictly speaking, it works, but it requires too many interactions (when you receive the invoice, then to correct and generate the purchase invoice) and by the time the accountant has verified the purchase invoice, the process has taken longer than if a human had entered the information manually. The ironic thing is that we tested it on a number of invoices from different Microsoft 365 services (I would expect the agent to be well trained on them), and still there are lots of corrections to the lines (the vendor is always right, the GL account is almost always right, but the lines are inconsistent at best, sometimes the totals too).
 
My biggest disappointment is that invoices are attached as plain attachments and not as incoming documents. This is unfortunately inconvenient as incoming documents are attached to every GL line linked to the purchase invoice. If we had to download the attachment and re-upload it to the invoice as an incoming document, that would require even more time.
 
I am curious to know how other customers are finding the agent and if we are doing something wrong. I am optimistic about future AI improvements, but for now, it is not groundbreaking.
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 3,799 Super User 2026 Season 2 on at
    I agree with a lot of your feedback. This is why with a lot of clients we are still recommending other ISV's or external tools that manage AP automation and OCR. It doesn't really work well with unclear PDFs and my biggest gripe is that it just isn't very customizable. A lot of other OCR tools you can create rules and build logic for different scenarios (e.g. - split taxes onto separate lines, take a surcharge and create a line for a surcharge, automatically apply item charges, match items in the system by descriptions, numbers, references).
     
    I actually now only recommend the Payables agent in scenarios where my clients have just basic invoices and they aren't managing inventory scenarios. Usually in situations where they are managing standard basic purchases related to services like Utilities, Rent, Legal, Accounting etc.
     
    The only real place most end users can submit feedback is on the Ideas forum here: Categories - the BC product team scans this and looks at ideas that are voted up in the community.
     
    All that being said the Agent is getting updated constantly. I'm sure the conversation will change even just 6 months from now as they are starting to add better order matching and rules.
     
    Best,
    Teagen Boll, CPA
    Social: LinkedIn
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 27,621 Super User 2026 Season 2 on at
    Hi, good day
    I hope this can help you, and give you some hints.
  • giovanni79 Profile Picture
    giovanni79 219 on at

    I wanted to post an update on our use of the payable agent.

    As I was hoping, things have been improving quickly. We added the known senders and that is a time gain without compromising too much on security. Also, the processing on the invoices has improved a lot and it feels like a true time gain or at least it makes the process feel smoother with a light review of the data (except a few rare instances when Azure flags the attachment for some reasons I don't understand I can't force the system to do otherwise).

    Things I wish still improved:

    • I wish there was a bigger/better preview of the original PDF that allows browsing multi pages invoices. Often the person reviewing the invoice needs to download a copy. This would greatly improve the user experience.
    • I wish there was a way to force it to process invoices that are erroneously tagged by Azure as not passing the safety evaluation (message “This message has been flagged by Azure OpenAI content filtering. Details: The content or parts of it did not pass safety evaluations.”)
    • I wish BC used the invoice date as the posting date, not the date of the processing of the invoice. This is surprising because it reads the invoice date correctly, but when generating the invoice, it takes the current work date (maybe there is a setting somewhere I can correct?)

    Otherwise, I would say that the system is moving in the right direction and very quickly.

    I am curious to know how others are feeling about this. Thanks.

  • JP-29081746-0 Profile Picture
    JP-29081746-0 2 on at

    @giovanni79 - thank you, this is a really useful post. You have caught two of the problems I am having with it in testing (yet to feed it a multi-page invoice).

    I am having the same problem with the invoicing dates. It correctly takes the invoicing date and once you process it, all the dates default to today!

    For the Azure safety evaluation, I got this error message yesterday on every invoice I sent to the agent! I even tried again with invoices I had sent previously which had worked!

    Do you happen to know what causes this?

    My way around it so far has been in Inbound e-Documents → Actions → Open Draft Document and the agent did start to work

     

  • Teagen Boll Profile Picture
    Teagen Boll 3,799 Super User 2026 Season 2 on at

    @giovanni79 - I think those are all valid. I see there are more changes coming to the payables agent in future updates so I hope they're included. The content filtering is my biggest issue though, i'm seeing a lot of clients get content filtering errors because it seems the OpenAI content filtering is getting more sensitive. Microsoft engineers don't really read this forum so I would actually submit or have your partner submit a support ticket flagging these errors. It's something i've started to do more to hope that it gets through to them.

     

    Best,

    Teagen Boll, CPA

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