Document & invoice processing
Read PDFs, emails and scans, validate against your rules, and post straight into Business Central — AP, AR and beyond.
Most requested¶Think360ERP is a boutique Microsoft Dynamics 365 Business Central consultancy — and we build the custom AI agents that run inside it. Twenty years deep in the Microsoft stack, for finance and operations teams who'd rather not think about their ERP.
Most AI vendors have never seen a posting routine. We've built on Microsoft Dynamics for two decades — so the agents we ship understand dimensions, approvals and your chart of accounts, not just text on a page.
Scope an agentRead PDFs, emails and scans, validate against your rules, and post straight into Business Central — AP, AR and beyond.
Most requestedMatch statements to ledger entries automatically, surfacing only the exceptions a human actually needs to look at.
Turn inbound emails, spreadsheets and portal exports into clean sales and purchase orders inside BC — no rekeying.
Resolve customers, vendors and items to the right records — even when names, codes and spellings don't line up.
Answer "what changed, and why" against live BC data in plain language — with the figures and drill-downs to back it.
Route the edge cases to the right person with full context — and keep a clean, auditable trail of every decision.
Every agent is production-grade: audit trails, retries, and a human in the loop where it counts.
See one running in productionTwenty years of international experience, helping local and multinational companies turn unsuccessful ERP projects into thriving, day-to-day operations.
We're a highly skilled and dedicated team — geared to work with your team in a friendly, productive way, so your business processes and systems don't just go live, but stay useful long after. Our focus is customer loyalty and long-term partnership, not one-off invoicing.
Every engagement starts with a detailed analysis of your as-is business processes and ends with a to-be state that actually reflects how your business needs to run — not how the template says it should.
Six focused practices covering the full lifecycle, from first workshop to long-term support. One team, one point of contact, from kickoff onward.
Fit-gap analysis, configuration, data migration and cutover for Business Central — with a written scope you can hold us to.
Discuss 02Round-the-clock availability. 99% of tickets get a first response in under an hour — the number from our live desk, not a marketing slide.
Discuss 03Training provided to key users and other users as requested — tailored to the people who'll actually use the system every day.
Discuss 04Migration from older Dynamics NAV and GP versions to Business Central — configuration, customizations and data, carried forward.
Discuss 05Defining needs, weighing options, recommending solutions. Process mapping, requirements and written proposals your CFO can actually read.
Discuss 06Specialised in salvaging stalled or failed ERP programmes. We read the code, the contracts and the room — then help you decide what to save.
DiscussWe don't just configure Business Central. We connect it to the rest of your business: banks, shipping carriers, CRMs, data warehouses and internal APIs. Here's a map of what we build with.
Five Microsoft products we implement, upgrade and support — in plain English, straight from our day-to-day work.
Cloud-based ERP solution designed for small to medium-sized businesses. Integrates financials, sales, service and operations while improving communication and enabling better decision-making. Cloud or on-premises, easily tailored and extensible, accessible from any device. Role-based workspaces and workflow guidance accelerate month-end close and day-to-day operations, with tight Microsoft 365 integration, built-in analytics and sales forecasting from historical data — at a lower total cost of ownership than Dynamics NAV.
The older generation of Dynamics Business Central. We still support customers running Dynamics NAV or GP as their system of record — and we have deep expertise upgrading both to Business Central, on-premises or in the cloud.
Dynamics 365 Sales lets salespeople build stronger customer relationships, act on insight, and close deals faster — across account and contact management, lead nurturing, sales collateral, marketing campaigns and service cases.
Microsoft's business intelligence platform — for non-technical business users who need to aggregate, analyze, visualize and share data. Familiar to anyone who's used Excel, deep integration with the rest of Microsoft, and self-service by design: it requires minimal training to get real value out of.
Formerly Microsoft Flow. An online tool inside Microsoft 365 for creating automated workflows between apps and services — syncing files, getting notifications, collecting data and wiring up the small integrations that quietly make a business run.
Clean, version-controlled AL extensions, Azure Functions and Power Automate flows — built to survive Business Central upgrades and to stay readable long after we've handed them over.
// AL extension — auto-reconcile bank statements // deployed on BC SaaS 25.2, with CI/CD via GitHub Actions codeunit 50100 "T360 Bank Reconciler" { procedure ReconcileStatement(StmtNo: Code[20]) var Line: Record "Bank Acc. Reconciliation Line"; Matcher: Codeunit "T360 Smart Matcher"; begin Line.SetRange("Statement No.", StmtNo); if Line.FindSet() then repeat Matcher.MatchByAmountAndDate(Line); until Line.Next() = 0; end; }
The capabilities above aren't a roadmap — they're things we've shipped. Here's one agent running in a client's Business Central today, step by step, with the audit trail and human review that real finance work demands.
Suppliers email in invoices; the agent reads each one, checks it against your rules, matches it to the right records and posts it into your ERP — with people stepping in only on the exceptions.
The agent watches an inbox or shared folder and picks up incoming documents on its own — PDFs, scans and email attachments alike.
AI reads each document and turns it into clean, structured data — line items, totals, dates and references — with no rigid templates to maintain.
Every document is checked against your business rules — pricing, tolerances and approvals — so only clean, trusted data moves forward.
Suppliers, customers and accounts are matched to the correct master records — even when names and codes don't line up exactly.
Validated entries are created in your ERP with the right accounts, dimensions and attachments — no manual rekeying.
BOMs, routings, multi-warehouse, landed costs. The domain where BC earns its keep.
Lot tracking, validation, audit trails and the paper-trail discipline regulators expect.
Multi-entity consolidations, revenue recognition, and close calendars that never slip.
Procurement, asset tracking and clinical-system integrations that don't leak PHI.
Project accounting, royalties, rights windows and the plumbing nobody sees.
Property portfolios, intercompany leases and owner reporting that ties back to the G/L.
Clear deliverables, honest timelines, and a single point of contact on your account from kickoff through go-live and beyond.
Stakeholder workshops and walkthroughs. We map how work actually happens — before recommending how it should.
A to-be architecture with scope, cost and risk called out up-front — in English your CFO can read.
Iterative AL development with real data, structured UAT, dry-run cutovers. Every line in Git, every change traceable.
Quarterly optimizations, new integrations, training refreshes. The system gets better over time — it doesn't rot.
Four principles we try to hold to. They're the reason our client relationships tend to last.
Every engagement begins with a written scope. If we can't explain it on paper, we won't build it in AL.
Extensions, pipelines and documentation live in your repository under your organization. No vendor lock-in, no black boxes.
We'll push back on something we think is wrong once. After that, it's your business — and we'll help you build the thing you chose, well.
We'd rather be the partner you keep calling for years than the one who ships a flashy go-live and disappears the week after.
Practical patterns from the kind of problems you only see once you're deep inside a live system.
A short, practical walk-through: how to spin up several independent web clients for Business Central 18 on-premise, each pointing at a different database within the same environment — useful when you want production and sandbox users on the same box without them stepping on each other.
New-NAVWebServerInstance with parameters for the web server instance name, localhost, and the server instance name you created in step 1.navsettings file at C:\inetpub\wwwroot\[Web Client Name] and adjust the configuration so the web client talks to the correct server.navsettings matches the port you assigned to your server instance back in step 1. Mismatched ports are the single most common reason this breaks.A compact pattern for handling file uploads and downloads inside Business Central — works with text documents, PDFs and images (JPG, PNG), using only InStream for reading data into a table and OutStream for extracting it back. No external storage, no third-party libraries.
Blob field. This is where the actual file contents will live — one row per uploaded file.InStream of the incoming file and writes it into the Blob field, and one that reads from the Blob field into an OutStream and serves it back to the user.OnAction trigger, and the download function from the Export action. That's the whole pattern — it works uniformly across TXT, PDF and image files.Microsoft released Business Central 17 with a batch of features in public preview this month. Here's what actually made it into our short-list of things to use on real client engagements — and what we've quietly ignored.
A step-by-step walkthrough for building a classic RDLC report in Business Central using AL and Report Builder — from the first Treport snippet to a published app, plus the export / import / edit cycle for tweaking the layout later.
launch.json so Code knows which BC server and tenant to connect to.F1 and run the AL: Download Symbols command — without symbols, the AL compiler can't resolve base objects..al extension — for example, TestReport.al.Treport Type Treport inside the file and accept the snippet — Code generates the skeleton of a report object for you.SourceExpr expressions. On compilation, Business Central will auto-generate the .rdlc file as long as the report isn't marked processingOnly..rdlc file in Report Builder to work on the layout.F5. Search for your report inside Business Central and run it to confirm everything lines up..rdlc layout file to your machine for offline editing.Visual Studio Live Share — announced by Microsoft at Build 2018 — lets developers write code together in real time. For anyone building AL extensions for NAV or Business Central, it turns pair programming across continents into a one-click affair.
A comprehensive four-part guide for configuring Microsoft Dynamics NAV 2013 R2 to use the NavUserPassword credential type across both Windows and Web clients — the prerequisite to running NAV outside a pure Windows-authenticated domain.
Makecert utility, which ships with the Visual Studio tooling.Makecert to produce the certificate file (.cer), the private key (.pvk) and the certificate revocation list (.crl) — all three are required for WCF to validate the chain.NavUserPassword credential type so you don't break your existing Windows-authenticated instance.1245 through 1248 for the various services (management, client, SOAP, OData) — and make sure they don't collide with an existing instance.ClientUserSettings.config Update the port, server instance and credential type entries to match what you set up in Part 03..config file — then launch and you should be prompted for a NAV username and password instead of silently authenticating with Windows.Tell us what you run today, what's breaking, and what "good" looks like on the other side. We'll come back — usually within the day — with a calm, written plan.