Datahaven 365 Solution Overview for AP Automation & Document Management for Business Central

Video Overview: Overview for AP Automation & Document Management for Business Central

The video presents Datahaven 365 as a comprehensive solution for document management and accounts payable (AP) automation, especially for organizations using Microsoft Dynamics 365 Business Central.
Datahaven 365 enables storing, organizing, and retrieving all types of business documents (emails, invoices, purchase orders, contracts, receipts, etc.) directly within applications users already use (Business Central, Outlook, Teams, etc.).
Its “virtual folder” system automatically links documents to the relevant records (e.g., a customer, vendor, or a purchase order), giving users contextual access to only the files relevant to what they’re working on as though the system “knows” where the file belongs.
For AP workflows, Datahaven 365 offers OCR-based document capture, data extraction, and automated matching of invoices to purchase orders/receipts (including 2-way, 3-way, and even 4-way matching where relevant).
Once documents are captured and matched, the system routes them through appropriate workflow queues — for approval, payment, or archiving, all integrated within Business Central (or other Microsoft apps).

Reduced manual work & fewer errors: By automating data capture, matching, and filing, the solution removes much of the manual invoice/data-entry burden, reducing mistakes and saving time.
Better organization & document visibility: With the virtual folder structure, employees can instantly find all documents related to a transaction or record — no need to search email threads or network drives.
Seamless integration with tools you already use: Because Datahaven works inside Business Central, Outlook, Teams, and other apps, you don’t need a separate document repository; the system brings document management into your existing workflows.
Scalable and flexible for different departments and document types: While AP is a big focus, Datahaven 365 supports broader use cases — sales, HR, manufacturing, project management, and more — accommodating many kinds of documents beyond invoices.