Purchase invoices
The PDF that lands in Outlook becomes a draft purchase invoice, matched to the purchase order. The manager checks it and posts it.
AI integration · Business Central
Business Central and AI,with your data on your premises
AI agents that prepare the work in Dynamics 365 Business Central and in Outlook: purchase invoices, sales quotes, reminders. The model runs on a server that stays inside the company.
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- No migration
- Data stays with you
- Human approval
Use cases
The agents use Business Central’s APIs, online or on-premises, with an account that has restricted permissions. They also work in Outlook and Excel, where your teams already spend their days.
Sales quotes
A price request arrives by email: the agent prepares the quote in Business Central with the customer’s items, prices and discounts.
Questions in plain language
“What is the balance owed by our ten largest customers?” The agent queries Business Central and answers with the amounts and the supporting entries.
Reminders and reconciliation
Collection reminders drafted in your company’s tone, suggested entry applications for bank reconciliation: everything waits for your approval.
Confidentiality
Business Central runs online, on Azure, or on your own servers. Copilot, the built-in assistant, relies on Microsoft’s Azure OpenAI service, and Microsoft is a U.S. company subject to the CLOUD Act. Local AI delivers comparable gains without handing your data to a third party.
100% local AI
The model runs on a server inside the company or with a Canadian-owned host. No ERP data is handed to an outside AI service.
Restricted permissions
The agent uses a limited permission set. It creates draft documents and never posts anything itself.
Everything is logged
Every read and every write by the agent leaves a trace, both in the ERP’s history and in the agent’s own log.
Reversible
Open models and documented configurations: if you stop working with us, your agents and your ERP keep running.
How we work
First step
Discovery call
Confirm that your need lends itself to a sovereign solution, and set the boundaries of what comes next.
Deliverable: An expert opinion on whether it is worth going further, plus a few recommendations on which implementations to tackle first.
Step 1
Digital diagnostic and plan
Confirm that the project is both buildable and profitable: a map of your processes, your data and your systems, then a dollar value for each use case.
Deliverable: A costed digital plan and a requirements document, often eligible under stream 1B of the ESSOR program.
Grants availableESSOR 1B (50%)
Step 2
Build and rollout
Implement the selected solutions on your local infrastructure: install the server hosted on your premises, configure your AI, and connect it to your environment and everyday tools.
Deliverable: A working solution in a controlled environment, technical documentation and test suites.
Grants availableESSOR 1C (50%)MFOR (75%)C3I (15% to 25%)
Step 3
Maintenance and support
Keep the solution fast and compliant: monitoring, model updates and a monthly report.
Deliverable: Uptime maintained, a bank of hours for enhancements, and documented governance.
Funding
Integrating AI into your ERP may qualify for the ESSOR program, which can cover up to 50% of the diagnostic and the rollout for an eligible SME. Training your teams is eligible under the MFOR program at up to 75%. If tariffs are hitting your sales or your costs, the federal RTRI can fund half of an automation project.
Frequently asked questions
Can we use AI with Business Central without going through Copilot?
Yes. The agents connect directly to Business Central’s APIs, online or on-premises. Copilot remains available if you want it: the two approaches can coexist, depending on how sensitive the data is.
What is the difference between Copilot and local AI?
Copilot is included in Business Central and processes your data in Microsoft’s cloud. Local AI runs on a server you control, also knows your documents outside the ERP and adapts to your processes. The right choice depends on how sensitive your data is and on your obligations under Law 25.
Do we have to migrate to Business Central online?
No. The agents work with Business Central online as well as with an on-premises installation, through the standard APIs. No migration is needed.
Does our data stay in Quebec?
Yes. The AI model runs on a server installed on your premises or with a Canadian-owned host in Quebec. What matters is the owner’s jurisdiction: a Montreal data centre owned by a U.S. company is still subject to the CLOUD Act.
Where does the project start?
With a diagnostic: we map your processes in Business Central, pinpoint the repetitive tasks that take the most time and put numbers on the expected gains. For an eligible SME, that diagnostic can be funded at 50% under ESSOR stream 1B.