Continia Document Capture and Expense Management – Automate Document and Expense Management in Dynamics 365 Business Central

Digital transformation in organizations inevitably involves automating critical processes such as document management and expense control. The Continia Document Capture and Continia Expense Management solutions, fully integrated with the Microsoft Dynamics 365 Business Central ERP, offer a modern, secure, and efficient approach to handling invoices, contracts, receipts, and employee expenses—all within a single ecosystem.
 

Document Scanning, Capture, and Analysis

By integrating Continia Document Capture into Business Central, you gain a reliable and robust solution for managing all your documents. The solution allows you to import, process via OCR (Optical Character Recognition), register, approve, and archive invoices and other business documents. This tool eliminates manual tasks, reduces errors, and speeds up the document lifecycle from receipt to accounting entry.

You can, for example, automate most accounting operations, including invoice processing, quote management, e-invoicing, streamlining interrupted operations, and more. Document Capture accurately extracts data from scanned documents, analyzes the entire document, and inputs values into the appropriate fields in Microsoft Dynamics 365 Business Central. Additionally, you can view the activity history of previously scanned documents using digital archive storage and access the necessary data whenever needed. 

All of this makes the solution efficient, user-friendly, and business-oriented for companies of all sizes.
 

Key Benefits:

• Smart OCR: Eliminates manual data entry by automatically recognizing text and populating the correct ERP fields.
• Order Matching: Ensures document consistency with automatic three-way matching between invoices, credit notes, orders, and receipts.
• Flexible Approval Workflows: Allows document approval directly in Business Central or via a web portal, with full traceability.
• Purchase Contract Management: Prevents improper payments and ensures only services used are invoiced.
• Secure Digital Archive: Securely stores and indexes documents with full-text search and certified legal compliance.

 

Missing Receipts or Delayed Reimbursements? Never Again!

Managing employee expenses can be time-consuming and error-prone. Continia Expense Management automates and simplifies every step of managing expenses, mileage, and daily allowances, providing a smooth experience for both employees and administrative teams.

Give your team fast, paperless expense control that truly works. Through the Continia Mobile Expense App or the Continia Expense Portal, employees can register expenses from anywhere by taking a photo of the receipt and submitting it in just a few clicks. 

The OCR system automatically recognizes the data and fills in the required fields. Whether it’s a coffee receipt, a multi-city trip, or a credit card invoice, everything flows within Dynamics 365. Employees get a mobile app, managers get a web portal, and the finance department retains full control. The best part is the native integration with Business Central—no separate system or added complexity. The system you already know, now with even more benefits!


 
 

Key Features:

• Credit Card Transactions: Automatic import and reconciliation with major card providers. If a receipt is missing, the system generates an incomplete expense report and notifies the user.
• Mileage Logging: Integrated with Google Maps, allowing employees to create accurate routes and ensure correct reimbursements.
• Daily Allowances: Automatic calculation of allowances for lodging and meals, with detailed report submission.
• Contract and Recurring Cost Management: Centralized view of contracts and notifications for review, preventing unnecessary payments.
• Integrated Digital Archive: Just like in Document Capture, all documents are securely stored and easily accessible.

 

Full Integration with Dynamics 365 Business Central

Both solutions are compatible with the Essential and Premium editions of Microsoft Dynamics 365 Business Central and are available in all countries where the ERP is marketed. They support multiple languages, including Portuguese, and ensure native and seamless integration with the Microsoft ecosystem.
 

Why Choose Continia Solutions?

• Full automation of accounts payable and expense management processes;
• Reduced manual errors and increased productivity;
• Real-time visibility into documents and expenses;
• Certified legal compliance and document security;
• Intuitive user experience on both desktop and mobile devices.

Hydra IT supports you through every phase of implementation, ensuring a smooth and effective transition. Contact us for more information​​​​​​.