MICROSOFT BUSINESS CENTRAL WORKFLOW

Post approved invoices in Business Central without additional licenses

Video thumbnail: A man in front of Candis’s export screen, with Microsoft Business Central selected as the destination.
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If Microsoft Business Central is your destination, Candis is the right place to start. With Candis, you can automatically receive financial documents, extract data using AI, set up custom approval processes and archive everything in a GoBD-compliant way. Ready to use in just a few days – with no lengthy setup or high implementation costs.

  • Access to archived financial documents – no Microsoft licence required

  • Automatic synchronisation of master data into Candis

  • Define individual workflows clearly and with ease

  • Extendable to include travel expenses and company cards

Choose your preferred date

Video thumbnail: A man in front of Candis’s export screen, with Microsoft Business Central selected as the destination.
Start video

4 min

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COMPATIBLE, NOT COMPLICATED

From Invoice Receipt to Export

We streamline your invoice management – powered by our artificial intelligence, the Candis AI. It reads documents automatically, classifies them, and automates approval and coding processes.

  • Seamless integration: Process all documents in Candis, export to Microsoft Business Central + post directly

  • Quick to set up: The interface is available anytime via Microsoft AppSource + can be installed in minutes

  • Better collaboration: Add unlimited users + entities – with no additional costs

Candis AI detects a unit-price discrepancy in an order overview.
DREAM TEAM

A Strong Partnership

Nothing works without teamwork – not in finance teams, and not on our side either. That’s why we’ve developed the interface to Microsoft Business Central in collaboration with the Sievers Group, an experienced Microsoft partner.

  • Reliable support during installation + connection of the interface

  • Ongoing development of the integration at no extra cost

  • Technical support for detailed questions around Business Central

Candis integration in Microsoft Dynamics 365 Business Central with integration options enabled
directly integrated

GoBD-compliant archiving

Candis stores invoices and receipts in the cloud in an audit-proof manner. Every change, every access, and every approval step is documented in the document history. Completely traceable—at any time.

  • The archive with a future:
    With our 10-year retention period, you always have everything at your fingertips—even during an audit.

  • On the safe side:
    We automatically meet all requirements for audit-proof archiving.

  • Data protection made in Germany:
    Your documents are encrypted in accordance with GDPR and stored on German servers.

Candis archive with a search field and document list organized by status, business partner, document type, and amount.
Expense reimbursement + travel cost reports

You can keep track

Invoices in one software program, travel expenses in another - and an Excel sheet somewhere in between? Accounting and submitters quickly lose track of things. There's a better way. With Candis, everything comes together in one tool: Invoices, expenses and travel costs in one place. Simple and clear, for everyone.

  • Per diems automatically calculated

  • Mileage allowance: enter start + destination, we do the rest

  • Simply upload expenses via app or PC

  • Hospitality receipts incl. participants

  • Fast approval, fast reimbursement

Travel expense overview for the Potsdam trade fair, showing the route, meals and total costs of €333.29
Free consultation

Find out if Candis is right for you

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FAQs about our Microsoft Business Central Integration

  • No, that is not necessary. We will take care of the setup together, including installation of the connector.

  • Fortunately, Candis is independent of your ERP system! We can also connect to your new ERP using either our standard interfaces or our API. So you can continue to work seamlessly with Candis! Just get in touch with us!

  • We ensure that with updates, both of Candis and Microsoft Business Central, the interface is still working.

  • That depends. The connector is generally available to customers who use Business Central via the Microsoft Cloud. Installation in the on-premises version is possible but not the norm.

  • Of course! We offer various options for connecting other ERP systems. If you have the resources for such a project yourself, your developers can use our API endpoints for a connection. Otherwise, we also have standard exports in CSV or XML format, which you can then use for an upload.

  • Candis creates complete purchase invoices, including header and item lines. Document images and process documentation are stored directly with the invoice.