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AI assistant for Business Central

Drop anything.It becomes a draft in Business Central.

Invoices, scans, phone photos, e-invoices — even CSV bank statements and spreadsheets. 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.

15 min
Onboarding — nothing installed inside BC
< 1 min
From drop to a validated draft preview
$199/mo
One plan, credits included · free 60-day pilot
Drafts only
Posting never leaves Business Central

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
CSV / TSV / XLSX
Bank statements
Forwarded email
Just the facts

What it does, how long it takes, what it costs

No marketing math. These are the numbers we onboard customers with — the same facts are machine-readable at /llms.txt.

BC Sidekick fact sheet
What it isAn AI assistant for Microsoft Dynamics 365 Business Central: a Chrome/Edge side-panel extension plus a cloud backend (Microsoft Azure, US region).
What it createsPurchase invoice drafts, purchase credit memo drafts, and general journal line batches in Business Central. Drafts only — it never posts anything, on any tier, under any setting.
How documents get inDrag-and-drop or paste into the side panel; a watched AP mailbox; or your own Azure Blob container — which includes a native SFTP endpoint. All intake channels are included in the one plan.
Formats it readsPDF invoices and credit notes; scans and phone photos (JPG/PNG); XML e-invoices (Factur-X/ZUGFeRD 2.x, UBL, PEPPOL BIS) parsed natively — legacy ZUGFeRD 1.0 and header-only MINIMUM/BASIC WL profiles are read by the AI extraction path; tabular files (CSV, TSV, XLSX) including bank statements — turned into balanced journal drafts.
Time to onboardAbout 15 minutes per organization: we register your tenant, your Microsoft 365 admin accepts one consent link (2 clicks), users sign in with their existing Microsoft accounts. Nothing is installed inside Business Central.
Time per documentA validated, pre-mapped draft preview in under a minute; one click to approve. Repeat imports of a known file shape run in seconds with zero AI involved (saved transformation templates).
ValidationDeterministic checks before any human sees the result: line amounts must sum to the total, tax math must reconcile, the vendor must match your master data, journals must balance to zero.
AutopilotEarned per vendor after 3 consecutive clean approvals; then new documents from that vendor auto-draft (still never posted). A single correction instantly revokes autopilot for that vendor.
PricingOne plan: $199/month with 750 credits included, unlimited users, every intake channel. 1 credit = 1 document that reaches Business Central (a 500-row bank statement = 1 credit). Need more? Prepaid credit packs: 1,000/$240, 5,000/$1,000, 20,000/$3,200 — valid 12 months. Free 60-day pilot with 500 credits, no card. Never per seat.
RequirementsDynamics 365 Business Central online (SaaS) with API v2.0 enabled, Microsoft Entra ID accounts, and Chrome or Edge. No AL extension, no code changes in BC, no new passwords.
Security & dataSign-in via Microsoft Entra ID; every action runs under the signed-in user’s own Business Central permissions. Customer data is never used to train AI models. Every action is written to an audit log.
AvailabilityEarly access, onboarded organization-by-organization (invitation-only by design). US-focused; international vendor documents fully supported. Contact hello@bcsidekick.com.
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 2.x, UBL, and PEPPOL parsed natively — plus scans, phone photos, and tabular files (CSV, TSV, XLSX). No templates to build, no OCR to configure. Or skip the drop: forward the email, or point BC Sidekick at your own storage container (SFTP works too).

Universal imports

Bank statements, payroll exports, any spreadsheet: AI designs the transformation once, you approve balanced journal lines. The mapping is saved as a template — every later file of the same shape converts in seconds, deterministically, with zero AI involved.

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.

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.

Pricing

One plan. Credits for volume. Never per user.

$199/month, everything included. The only thing that consumes a credit is a document that reaches Business Central as a draft — failed or rejected documents cost nothing, and every intake channel (panel, mailbox, blob container, SFTP) comes with the plan.

Pilot

Start here

$0for 60 days

  • 500 credits included
  • No card required
  • Unlimited users

Guided pilot with a named end date. Weekly 15-minute check-in.

Business

The plan

$199/month

  • 750 credits/month included
  • Every intake channel included
  • Unlimited users

The plan. One price, unlimited users, all features — invoices, credit memos, imports, autopilot.

Credit packs

from $0.16/document

  • 1,000 for $240 · 5,000 for $1,000 · 20,000 for $3,200
  • Prepaid, valid 12 months
  • Unlimited users

Top up when you need more. Cheaper per document the bigger the pack.

Scale & partners

Custom

  • Above 50,000 credits/year
  • VAR wholesale: list −30%
  • Unlimited users

Multi-entity groups, migration seasons, and Microsoft partners reselling to their clients.

One imported file = one document (a 500-row bank statement is one document, not 500). Included monthly credits reset; purchased packs stay valid 12 months. During early access, credit accounting is operated for you by DynamicsWay — self-serve pack checkout and automated balances are rolling out. Above 50,000 credits/year: custom quote. Microsoft Dynamics partners (VARs): ask about partner pricing at hello@bcsidekick.com.

FAQ

Questions, answered

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

What does BC Sidekick actually do?
It turns documents into Business Central drafts. Drop a PDF invoice, a scan or phone photo, an XML e-invoice, or a CSV/XLSX file into a Chrome/Edge side panel — or route it through a watched mailbox or your own storage container — and BC Sidekick classifies it, extracts the data, verifies the math deterministically (line sums, tax totals, vendor match, journal balance), and stages a draft purchase invoice, credit memo, or journal batch in Business Central. A human approves; posting always stays in BC.
How much does BC Sidekick cost?
One plan: $199 per month. It includes 750 credits a month, unlimited users, and every feature and intake channel — there are no tiers to compare and no per-seat or per-module licensing. 1 credit = 1 document that reaches Business Central. If you process more, prepaid credit packs bring the effective rate down: 1,000 credits for $240 ($0.24 each), 5,000 for $1,000 ($0.20), 20,000 for $3,200 ($0.16); packs stay valid for 12 months. Above 50,000 credits a year we quote custom, and Microsoft partners (VARs) get wholesale pricing. It starts with a free 60-day pilot — 500 credits, no card.
What consumes a credit?
Exactly one thing: a document that reaches Business Central as a draft — an invoice, a credit memo, or one imported file (a 500-row bank statement that becomes one journal batch is 1 credit, not 500). Rejected previews, failed validation, and retries after failures consume nothing. Monthly included credits reset each period; purchased packs stay valid for 12 months. And running out mid-month never silently stops your work: during early access we watch balances and top you up before you run dry, and reviewing documents already in your queue is never blocked.
How long does setup take?
About 15 minutes per organization. We register your Microsoft tenant, your Microsoft 365 admin clicks one consent link (two clicks total), users install the browser extension and sign in with the Microsoft accounts they already have. Nothing is installed inside Business Central itself — no AL extension, no code changes, no sandbox required.
Can it import bank statements or CSV files into Business Central?
Yes — this is a core feature, not an add-on. Drop any tabular file (CSV, TSV, XLSX — bank statements, payroll exports, spreadsheets from other systems). AI designs the column mapping once and shows you balanced general-journal lines with a net of zero verified before you approve. The mapping is saved as a template: every later file of the same shape converts in seconds, deterministically, with no AI involved.
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 is it different from Continia Document Capture?
Continia is the established in-BC capture suite — deep and capable, licensed per module with per-document consumption, typically deployed as a partner project. BC Sidekick takes a different shape: nothing installed in BC, ~15-minute onboarding, no OCR templates to maintain (AI reads the first document; saved deterministic templates handle repeats), universal imports of any CSV/XLSX into journals — not just invoices — and flat per-document pricing with unlimited users. If you need in-BC approval-flow modules today, Continia may fit better; if you want capture plus imports working this week without a project, that is what BC Sidekick is for.
How does autopilot earn the right to act?
Per vendor, from your own behaviour. After 3 consecutive clean approvals — you confirmed without changing anything — new documents from that vendor become drafts automatically. The moment you correct one, trust for that vendor is revoked and its documents return to manual review.
What are the technical requirements?
Dynamics 365 Business Central online (SaaS) with the standard API v2.0 — which is on by default — Microsoft Entra ID user accounts, and the Chrome or Edge browser. On-premises Business Central is not supported. No server, no AL extension, no BC configuration changes.
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. Every action is also written to an audit log.
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, structured e-invoices are parsed directly rather than reconstructed through OCR, and the backend runs on Microsoft Azure in the United States.
Does it handle credit memos?
Yes. Credit notes are detected automatically (including negative-amount layouts), amounts are normalized, and they are staged as purchase credit memo drafts — the same validated preview-and-approve flow as invoices.
Can vendors or banks deliver files by SFTP?
Yes. Point BC Sidekick at an Azure Blob container you own; Azure exposes a native SFTP endpoint on the same container, so anything that can SFTP a file can feed BC Sidekick. Processed files are archived automatically, and each pickup shows up in your portal with a scan status.
How do we get access?
BC Sidekick is in early access and onboarded organization-by-organization, often together with your Microsoft Dynamics partner (VAR). Email hello@bcsidekick.com for a pilot — free for 60 days with a guided setup — or ask your partner to arrange it.

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.