Invoices in Dynamics 365
Connect Calitem with Microsoft Dynamics 365 to prepare supplier invoices with their accounts and dimensions. Automates extraction, reconciliation with orders and receipts, and approvals before sending the result to Business Central or Finance.
Integration of Calitem with Dynamics 365
The integration is configured for Dynamics 365 Business Central or Dynamics 365 Finance. Each product retains its companies, its documents and its accounting rules.
Business Central
- Purchase invoices
- Companies and dimensions
Dynamics 365 Finance
- Supplier invoices
- Legal entities and financial dimensions
What is Calitem?
Calitem is the AI accounting system that automates accounts payable, from receiving documents to posting journal entries in your ERP.
It is designed for companies where each invoice can require several checks: finding the purchase order, checking what was received, allocating the expense and obtaining the right approval. Calitem connects this work with your accounting rules and business systems.
Companies and accounting firms can automate the extraction, matching of invoices, purchase orders and delivery notes, approvals and the generation of accounting entries in Dynamics 365.
Why integrate Calitem with Dynamics 365
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for Dynamics 365. Your team stops entering the same data by hand.
Respect your accounting structure
The allocation uses your chart of accounts and adapts to dimensions of Dynamics 365. Each invoice arrives with the information your accounting needs.
Reduces operational load
Automate document collection, checks and approvals. Your team can focus on the differences that need revision.
How the integration works
Calitem receives and checks the documents and prepares the result for the connected Dynamics 365 product. In Business Central, the flow uses the purchase invoices and dimensions for each company. In Finance, it adapts to supplier invoices, legal entities, and financial dimensions.
Invoice transmission to Dynamics 365
Calitem extracts the header and lines and prepares the purchase invoice for Business Central or the supplier invoice for Finance. Order and receipt references are used to check quantities and prices before shipping.
The invoice OCR is the starting point. Calitem also cross-references each invoice with the purchasing documents, assigns the allocations and applies the process approvals before sending the accounting result.
- Verified purchases: Differences in quantity, price or tax are pointed out to the team.
- Accounting result: categories, subaccounts and allocations are prepared before transmitting it to Dynamics 365.
Supplier and customer synchronisation
Calitem identifies the supplier on the invoice and prepares its data along with the lines, amounts and taxes. The connection relates the result to the corresponding record of Dynamics 365 and to the company to which the document belongs.
The Calitem team configures contact matching within the integration. Thus, the identification of the supplier is part of the accounting process of the invoice and its assignment and approval rules.
Assignment to cost centers
Calitem uses AI to assign entire documents or invoice lines to your cost centers. The allocation can be done in several ways, depending on how the expense is organized:
- Description of the cost center. The AI relates the content of the document with the description of the center to identify the corresponding allocation.
- Supplier. A supplier can be associated with a cost center to assign its invoices.
- Shipping address. The address of the document allows the expense to be related to a headquarters, store, construction site or other center.
- Product of each line. The allocation can depend on the product, allowing the lines of the same invoice to be distributed between different centers.
In Business Central, the cost centers correspond to the dimensions and values configured for the company. In Finance, they relate to the financial dimensions of the legal entity. Calitem prepares that correspondence by document or line according to the structure of the connected environment.
Operate with multiple companies
Calitem allows you to manage invoices from several companies. In Business Central, the destination is identified by company; in Finance, by legal entity. Each invoice maintains the accounts, dimensions, and approval rules for your company.
Implementation of integration with Dynamics 365
The Calitem team is responsible for connecting Dynamics 365 and configuring companies, accounts, allocations and approvals. Initial connection work can be completed in one day. The standard implementation includes configuration, review, training and production for one week; The calendar adapts to the scope and the connected environment.
- Day 1
Connection with Dynamics 365
We connect the environment and configure the invoice route to accounting.
- Days 2–5
Accounting setup
We configure company codes, accounts, cost centers and approvals, and check data exchange.
- Day 6
Review and training
We review the configuration and show your team how to work with the integration.
- Day 7
Put into production
We activate the connected workflow between Calitem and Dynamics 365.
Calitem and Dynamics 365 FAQ
What Dynamics 365 environment does Calitem integrate with?
The integration is configured for Dynamics 365 Business Central or Dynamics 365 Finance. Each product retains its companies, its documents and its accounting rules.
Can I use Calitem as invoice OCR for Dynamics 365?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for Dynamics 365. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
Does the integration work the same in Business Central and Finance?
They share the journey of extraction, verification and accounting preparation in Calitem. The connection and target structure are tailored to each product: companies and dimensions in Business Central; legal entities and financial dimensions in Finance.
How are cost centers assigned?
In Business Central, the cost centers correspond to the dimensions and values configured for the company. In Finance, they relate to the financial dimensions of the legal entity. Calitem prepares that correspondence by document or line according to the structure of the connected environment.
Can I manage several companies?
Calitem allows you to manage invoices from several companies. In Business Central, the destination is identified by company; in Finance, by legal entity. Each invoice maintains the accounts, dimensions, and approval rules for your company.
Does Calitem replace Dynamics 365?
No. Dynamics 365 maintains the accounting and financial processes of the management system. Calitem automates the receipt, extraction, verification, approval and accounting preparation of supplier invoices before sending the result.
Do I have to prepare files for implementation?
The Calitem team is responsible for setting up the connection and data correspondence with Dynamics 365. The native connection avoids routine exports and manual file transfers; The workflow adapts to the version and environment of your company.
How much does Calitem cost?
Check the current conditions in the Calitem pricing page.
Connect Calitem with Dynamics 365
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
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