Want to reduce paperwork to a minimum? Choose Continia Document Capture with OCR technology.

Reduce the number of documents by using Continia Document Capture

Document Capture is an innovative business solution based on OCR (Optical Character Recognition) technology designed to optimize business processes.

By integrating Continia Document Capture with Microsoft Dynamics 365 Business Central, you can instantly scan invoices as soon as they are received. The scanned documents are automatically uploaded to Microsoft Dynamics 365 Business Central, meaning all items on the invoice are imported, stored, and assigned to the corresponding purchase order in the ERP system. If the invoice needs approval, the responsible person receives an email notification. The invoice can be approved in the Microsoft Dynamics 365 Business Central application and via a web browser. In addition, the approval process is recorded in detail, allowing purchasing managers to track the entire document approval process.

Document scanning and processing

Thanks to OCR technology, Document Capture enables the rapid scanning of all documents and their immediate distribution within the organization. The process begins when the documents are received. Once scanned and recorded, the documents are automatically sent to the ERP system – Microsoft Dynamics 365 Business Central. Document scanning can be performed using multifunctional devices and dedicated scanners.

PDF processing

Purchase invoices and orders are most often received in PDF format. With Document Capture, such files can be directly uploaded to Dynamics 365 Business Central from specific file server folders or directly from email. Moreover, the application can simultaneously import and process encrypted PDF files, eliminating the need to print and manually scan them.

OCR technology in Continia Document Capture

Document Capture uses one of the most recognized OCR technologies on the market, ABBY FineReader, to accurately recognize text in documents. This advanced technology effectively identifies barcodes, characters, and letters in as many as 180 languages.

Support for different types of documents

Document Capture is designed to work with a variety of document formats. Users can define custom templates for processing such documents as purchase orders, contracts, certificates, diplomas, or agreements. Creating rules that specify what data will be processed during document capture is also possible.

Document analysis and processing

Document Capture’s advanced document processing mechanism analyzes scanned files, extracts relevant information, and sends them to the appropriate templates. Documents are automatically assigned to the correct templates based on their source. These templates can be further optimized by applying validation rules and other requirements, ensuring the data complies with the standards and best practices in the ERP system, Microsoft Dynamics 365 Business Central.

Approval of purchase invoices

The relevant person receives an automatic email notification if a purchase invoice requires approval. The document can only be approved and processed once all responsible persons approve. During approval, these individuals can view the original document on their devices, add notes, and attach additional files. Document Capture also allows you to track the entire approval history, providing tools to help manage the process.

Purchase orders can be integrated with scanned invoices, automating approval, provided value differences are within set limits.

Backup and archiving

All scanned documents are stored in PDF/A format and can be accessed directly from Microsoft Dynamics 365 Business Central. Documents are easy to locate with account or dimension numbering. It is also possible to use full-text search based on the content of the papers. This feature lets you quickly search the registered template fields and the full text of documents to find relevant information about suppliers or contracts. All original documents are securely stored in the Data Capture archive.

Want to simplify your administrative processes? Choose Document Capture with OCR technology and reduce paperwork to a minimum!

What is Document Capture and OCR technology for?

Document Capture technology, based on advanced OCR solutions, is becoming increasingly popular among companies in various sectors. It is an excellent tool for organizations of any size and industry.

OCR technology is designed to reduce paper documents and streamline company administrative processes.

Range of features:

the ability to scan documents remotely and locally, directly into Dynamics 365 Business Central,
automatically download and register PDF files without the need to install additional software,
built-in ABBYY FineReader OCR technology recognizes text in 180 languages and dialects,
processing of encrypted PDF files possible without unlocking them,
automatic recognition of vendors registered in the ERP system - Dynamics 365 Business Central,
improved financial management, including control of VAT amounts and payment terms,
automatic assignment of approvers based on supplier, dimensions, and invoice amount,
possibility of temporary registration of invoices with full automation of the process,
automatic linking of purchase orders to invoices, with an automatic approval option,
accountants and approvers can adjust dimensions, and G/L accounts directly on the lines,
documents are indexed by the date of the original document,
full-text search in documents directly in Dynamics 365 Business Central,
support for multiple document types.

Benefits:

Accelerated and more efficient execution of administrative processes,
instant access to digital versions of documents,
optimized workflow,
improved communication and collaboration within the team,
reduced costs associated with backup archiving.

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