Power Platform · AI Automation · Case Study
US Tax Resolution Consulting Firm. United States
Manually keying in data from PDF invoices was slow and error-prone. Cynoteck built an AI-powered app that reads the invoice, extracts the details, and files them automatically.
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What if a PDF invoice landing in an inbox could turn into a finished financial record, without anyone typing a single number?
That's exactly the manual step this client wanted gone. Cynoteck built the AI-powered app that removed it.
We've helped enterprises transform operational complexity into scalable, high-impact technology solutions. Tell us your challenge, and we'll map the path to success.
The Vendor Canvas app was built to streamline how a business receives and reads invoice PDFs from email, using AI models and Power Automate to generate invoices automatically and store the data in Business Central and Dataverse.
The client wanted to eliminate manual invoice entry and replace it with a system that reads PDF invoices and files them correctly on its own.
Manual data extraction from PDF invoices was slow and error-prone. The client needed automation that connected email, SharePoint, and Business Central into one accurate pipeline.
The Vendor Canvas app, powered by AI models and Power Automate, reads invoices automatically and stores clean data in Business Central and Dataverse.
Every PDF invoice that landed in an inbox meant someone had to read it, retype it, and hope they didn't make a mistake.
Manually extracting invoice data from PDF files was time-consuming and led to frequent human errors.
Eliminating manual data entry and improving efficiency were the client's clear top priorities for this project.
The client needed to automate data extraction from PDF invoices received via email, eliminating manual entry entirely.
The solution needed to integrate seamlessly with SharePoint for document storage and Business Central for financial processing.
Cynoteck built the Vendor Canvas app to handle an invoice from the moment it lands in an inbox to the moment it's filed in Business Central.
Here's what changed for this client's finance team after the Vendor Canvas app went live.
We've helped enterprises transform operational complexity into scalable, high-impact technology solutions. Tell us your challenge, and we'll map the path to success.
The real win here wasn't just automation. It was invoices going from inbox to finished financial record without anyone touching a keyboard.
Automated invoice extraction saved substantial time, freeing up resources for more value-added work.
Eliminating manual data entry reduced the risk of human error and ensured accurate, reliable invoice information.
Integrating extracted data with Business Central created a streamlined, synchronized process with better reporting and visibility.
“Team Cynoteck is professional, efficient, and extremely helpful. They are all very proficient in CRM and have helped guide our firm over the last year. Each of the team members at Cynoteck that we have interacted with is a real team player.”
— Alexander Castillo, Founder, Requestky, LLCThis project reflects how Cynoteck approaches every AI automation build: training models on real, messy documents rather than a clean sample set.
We train AI models on real invoice formats, so the system actually gets more accurate the more documents it sees.
We connect Power Apps, Power Automate, and Business Central into a single pipeline instead of stitching together disconnected pieces.
Our team built this system around 400 invoice formats, not a single clean template, so it holds up on real-world documents.
We connect extraction systems to platforms like Business Central through solid, reliable API connections.
We measure success by how much manual work actually disappears, not just how impressive the demo looks.
25% of our clients on this kind of AI automation project return for more, as they find new manual processes worth automating.
Whether you're adopting AI, optimizing your CRM, or building something from the ground up, we'll help you make it happen, and turn your vision into reality.
We’ll respond within 24 hours with next steps.