Power Platform · AI Automation · Case Study
US Tax Resolution Consulting Firm. United States
Teaching an App to Read 400 Different Invoice Formats
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.
500+
Successful Projects
15+
Countries Served
90%
Client Retention Rate
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.
Got a Similar Challenge?
Let's Solve It Together.
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.
Meet US Tax Resolution Consulting Firm
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.
Challenge
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.
Opportunity
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.
Outcome
The Vendor Canvas app, powered by AI models and Power Automate, reads invoices automatically and stores clean data in Business Central and Dataverse.
Invoices, Still Being Typed In by Hand
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.
Reading, Extracting, and Filing Invoices Automatically
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.
Technology Stack
Before & After: How Invoice Processing Changed
Here's what changed for this client's finance team after the Vendor Canvas app went live.
- Invoice data was extracted manually from every PDF
- Manual entry was slow and prone to frequent human error
- Invoices received via email had no automated processing path
- SharePoint and Business Central had no seamless connection
- Processing speed and accuracy depended entirely on manual effort
- Operational overhead grew with every new invoice received
- Reporting on invoices lacked visibility into the underlying process
- Handling different invoice formats required manual adjustment each time
- The Vendor Canvas app extracts data automatically from every PDF
- AI models read and interpret invoices with far greater accuracy
- Invoices from email flow directly into the extraction pipeline
- SharePoint and Business Central connect seamlessly through the app
- Processing speed increased sharply, with far fewer manual steps
- Operational overhead dropped as manual entry was eliminated
- Reporting and data visibility improved across the invoice workflow
- The system handles a wide range of invoice formats reliably
Got a Similar Challenge?
Let's Solve It Together.
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 Impact: From Inbox to Ledger, Automatically
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, LLCWhy Organizations Choose Cynoteck
This project reflects how Cynoteck approaches every AI automation build: training models on real, messy documents rather than a clean sample set.
AI-Powered Document Extraction
We train AI models on real invoice formats, so the system actually gets more accurate the more documents it sees.
Power Platform End-to-End Builds
We connect Power Apps, Power Automate, and Business Central into a single pipeline instead of stitching together disconnected pieces.
Comfortable With Messy, Varied Documents
Our team built this system around 400 invoice formats, not a single clean template, so it holds up on real-world documents.
API Integration That Just Works
We connect extraction systems to platforms like Business Central through solid, reliable API connections.
Automation That Frees Up Real Time
We measure success by how much manual work actually disappears, not just how impressive the demo looks.
Steady Growth With Repeat Projects
25% of our clients on this kind of AI automation project return for more, as they find new manual processes worth automating.
Let's build something great together !
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.
- Free 45-minute discovery call with a senior solution architect
- No-obligation roadmap tailored to your specific challenge
- Transparent pricing. Agile delivery. Full accountability.
- 18+ years delivering successful IT solutions across 15+ countries
Tell Us About Your Project
We’ll respond within 24 hours with next steps.