{"id":34322,"date":"2026-02-10T08:36:36","date_gmt":"2026-02-10T07:36:36","guid":{"rendered":"https:\/\/www.abd.es\/?p=34322"},"modified":"2026-02-10T08:36:36","modified_gmt":"2026-02-10T07:36:36","slug":"agente-pagos-business-central","status":"publish","type":"post","link":"https:\/\/www.abd.es\/en\/2026\/02\/agente-pagos-business-central\/","title":{"rendered":"How the Business Central payment agent works with Copilot"},"content":{"rendered":"<p class=\"translation-block\">The <strong>Business Central payment agent<\/strong> is one of the major new features introduced by Copilot in version 27.3 for the Spanish localization. Its goal is clear: <strong>to automate the reception, reading, and creation of purchase invoices<\/strong> directly from email, without manual intervention.<\/p>\n<p>In this article I explain how it works, what advantages it offers, and why it can completely change the way your company manages suppliers and accounting.<\/p>\n<p><iframe title=\"C\u00f3mo funciona el agente de pagos de Business Central con Copilot \ud83e\udd16\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/F8YGParlvHE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2>What is the payment agent in Business Central?<\/h2>\n<p class=\"translation-block\">The payment agent is an <strong>AI agent integrated into <a href=\"https:\/\/www.abd.es\/en\/que-es-business-central\/\" target=\"_self\">Microsoft Dynamics 365 Business Central<\/a><\/strong> that uses <strong><a href=\"https:\/\/www.abd.es\/en\/copilot-dynamics-365\/\" target=\"_self\">Copilot<\/a>, OCR, and process automation<\/strong> to transform PDF invoices received by email into <strong>purchase invoices ready to post<\/strong>.<\/p>\n<p>In other words:<\/p>\n<p>You send it a PDF by email and Business Central returns a fully prepared invoice ready to post.<\/p>\n<p>And all of this without anyone having to type data manually.<\/p>\n<h2>How does the payment agent work step by step?<\/h2>\n<h3>It connects to a mailbox<\/h3>\n<p>The agent is configured to \u201clisten\u201d to a mailbox, usually:<\/p>\n<p>A shared purchasing mailbox<\/p>\n<p>An account where supplier invoices are received<\/p>\n<p>Every time an email with a PDF arrives, the agent detects it automatically.<\/p>\n<h3>It detects and analyzes the invoice with OCR<\/h3>\n<p>When a document arrives:<\/p>\n<ul>\n<li>It identifies that it is an invoice<\/li>\n<li class=\"translation-block\">Applies <strong>intelligent OCR<\/strong><\/li>\n<li>Extracts supplier, amount, date, lines, taxes, etc.<\/li>\n<\/ul>\n<p>This prevents human error and speeds up the process.<\/p>\n<h3>Creates a purchase invoice draft<\/h3>\n<p>The agent converts the PDF into:<\/p>\n<ul>\n<li class=\"translation-block\">A <strong>draft document<\/strong><\/li>\n<li class=\"translation-block\">And then into a <strong>draft purchase invoice<\/strong><\/li>\n<\/ul>\n<p>Here Copilot:<\/p>\n<ul>\n<li>Recognizes the supplier if it already exists<\/li>\n<li>Assigns accounting accounts<\/li>\n<li>Detects items, expenses, fixed assets, transport, etc.<\/li>\n<\/ul>\n<p class=\"translation-block\">Even warns you if something looks like a <strong>fixed asset or a special account<\/strong>.<\/p>\n<h3>Validates, warns, and asks for confirmation<\/h3>\n<p>If there is something to review, the agent notifies you:<\/p>\n<ul>\n<li>Product matches<\/li>\n<li>Accounting accounts<\/li>\n<li>Suspicious lines<\/li>\n<\/ul>\n<p>You decide whether to accept, correct, or adjust.<\/p>\n<h3>Generates the final invoice ready to post<\/h3>\n<p>When everything is correct:<\/p>\n<ul>\n<li class=\"translation-block\">The agent moves the draft to a <strong>purchase invoice<\/strong><\/li>\n<li>Attaches the original PDF<\/li>\n<li>Leaves it ready to post<\/li>\n<\/ul>\n<p>The user only reviews and posts. Everything else is done by Copilot.<\/p>\n<h2>What your company gains with the payments agent<\/h2>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-34330 size-full\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2026\/02\/Empresas-2026-02-09T130227.891.webp\" alt=\"agente de pagos Business Central\" width=\"1000\" height=\"563\" srcset=\"https:\/\/www.abd.es\/wp-content\/uploads\/2026\/02\/Empresas-2026-02-09T130227.891.webp 1000w, https:\/\/www.abd.es\/wp-content\/uploads\/2026\/02\/Empresas-2026-02-09T130227.891-300x169.webp 300w, https:\/\/www.abd.es\/wp-content\/uploads\/2026\/02\/Empresas-2026-02-09T130227.891-768x432.webp 768w, https:\/\/www.abd.es\/wp-content\/uploads\/2026\/02\/Empresas-2026-02-09T130227.891-18x10.webp 18w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<h3>Fewer errors<\/h3>\n<p>Smart OCR and automatic validation reduce mistakes in:<\/p>\n<ul>\n<li>amounts<\/li>\n<li>VAT<\/li>\n<li>suppliers<\/li>\n<li>accounting accounts<\/li>\n<\/ul>\n<h3>Time savings<\/h3>\n<p>It eliminates:<\/p>\n<ul>\n<li>opening PDFs<\/li>\n<li>copying data<\/li>\n<li>typing invoices<\/li>\n<\/ul>\n<p>For companies with volume, the savings are huge.<\/p>\n<h3>More financial control<\/h3>\n<p class=\"translation-block\">Invoices enter <strong>directly into the ERP<\/strong>, ready for:<\/p>\n<ul>\n<li>reconciliation<\/li>\n<li>reporting<\/li>\n<li>payments<\/li>\n<li>audit<\/li>\n<\/ul>\n<h2>Why this agent is a paradigm shift<\/h2>\n<p><strong>Before:<\/strong><\/p>\n<p>You received PDFs \u2192 opened them \u2192 entered them into the ERP<\/p>\n<p><strong>Now:<\/strong><\/p>\n<p>You receive an email \u2192 Copilot turns it into an invoice<\/p>\n<p class=\"translation-block\">It is the real step toward a <strong>paperless, keystroke\u2011free accounting<\/strong>.<\/p>\n<h2>The future of accounting is already here<\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/www.abd.es\/wp-content\/uploads\/2024\/04\/46-1024x576.webp\" alt=\"ABD\" \/><\/p>\n<p class=\"translation-block\">The <strong>Business Central payments agent<\/strong> shows that Copilot is not just assistance, but a <strong>real digital worker<\/strong> inside the ERP.<\/p>\n<p>If your company handles many vendor invoices, this feature can:<\/p>\n<ul>\n<li>Reduce costs<\/li>\n<li>Speed up processes<\/li>\n<li>Prevent errors<\/li>\n<li>Improve financial control<\/li>\n<\/ul>\n<p class=\"translation-block\"><strong>Do you want to activate and configure the payments agent in your Business Central?<\/strong> At <a href=\"https:\/\/www.abd.es\/en\/\" target=\"_self\">ABD<\/a> we help you implement Copilot and fully automate your purchase cycle.<\/p>","protected":false},"excerpt":{"rendered":"<p>El agente de pagos Business Central es una de las grandes novedades que incorpora Copilot en la versi\u00f3n 27.3 para la localizaci\u00f3n espa\u00f1ola. Su objetivo es claro: automatizar la recepci\u00f3n, lectura y creaci\u00f3n de facturas de compra directamente desde el correo electr\u00f3nico, sin intervenci\u00f3n manual. En este art\u00edculo te explico c\u00f3mo funciona, qu\u00e9 ventajas aporta [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":34329,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[79],"tags":[1161,444,1294,1235,108,120,3474],"class_list":["post-34322","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articulos","tag-business-central","tag-dynamics-365","tag-dynamics-365-bc","tag-dynamics-365-business-central","tag-erp","tag-microsoft","tag-microsoft-365-copilot"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Agente de pagos Business Central: automatiza tus facturas<\/title>\n<meta name=\"description\" content=\"Descubre c\u00f3mo el agente de pagos Business Central automatiza la 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Trabajo estrechamente con directivos y propietarios de negocios para alcanzar sus objetivos empresariales.","url":"https:\/\/www.abd.es\/en\/author\/emarin\/"}]}},"_links":{"self":[{"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/posts\/34322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/comments?post=34322"}],"version-history":[{"count":3,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/posts\/34322\/revisions"}],"predecessor-version":[{"id":34395,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/posts\/34322\/revisions\/34395"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/media\/34329"}],"wp:attachment":[{"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/media?parent=34322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/categories?post=34322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.abd.es\/en\/wp-json\/wp\/v2\/tags?post=34322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}