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appse ai reads vendor tax and banking PDFs from your procurement inbox, credit checks the company, and creates the Dynamics 365 Finance and Operations record.
Apps used in this template
About this template
Vendor onboarding arrives as an email with three PDFs attached and turns into a week of chasing. Someone opens the tax form, copies the legal entity name and Tax ID into a spreadsheet, retypes the bank details into the ERP in the format it demands, and asks finance whether anyone has checked the company is real. This template does the reading, the validation, and the credit check before the record is created.
Key benefits
Inside the flow
appse ai monitors the procurement inbox, isolates the PDF attachments, and extracts the legal entity name, Tax ID, and bank details, normalising them to the format Dynamics 365 Finance and Operations requires. Invalid submissions are returned for correction. Valid ones are credit enriched and scored against your procurement policy: clean vendors create the master record in Dynamics 365 Finance and Operations and sync to Zoho CRM, and borderline ones route to Microsoft Teams for review.
appse ai monitors a dedicated procurement mailbox, opens each new vendor submission, and isolates the attachments, keeping only PDF files so tax forms and banking documents are separated from signatures and stray images. The submission enters the process without anyone downloading a single attachment.
appse ai splits and decodes each PDF, then extracts the legal entity name, Tax ID, and bank SWIFT and IBAN details from the forms. The extracted values are normalised to the formatting Dynamics 365 Finance and Operations enforces on master data, which is where manual onboarding most often fails validation.
The extracted fields are aggregated and checked for completeness and validity. When forms are missing or unreadable, appse ai notifies the vendor or the procurement team to supply the correct documentation, and the flow stops there rather than pushing an incomplete profile toward the ERP.
Valid submissions are cross-referenced against an external financial database using the extracted Tax ID and legal name. This confirms the entity exists, is trading, and carries the financial standing your procurement policy expects, using third-party data rather than what the vendor wrote about itself.
The enriched profile reaches the auto-approval gateway, where the risk score is evaluated against the thresholds your business has set. This is the single decision that separates hands-off onboarding from a case that genuinely needs a person.
Vendors that fail the policy check trigger an email notification and a Microsoft Teams alert to the finance team. The profile arrives with the extracted data and the credit enrichment already attached, so review starts from a prepared case rather than an email thread.
Vendors that pass compliance and credit checks are written into Dynamics 365 Finance and Operations with master data, bank accounts, and payment terms populated from the extracted values. The record is ready for purchase orders and invoicing without a data entry step.
appse ai sends the auto-approved confirmation and a success notification to the relevant stakeholders, then creates the matching account in Zoho CRM. Procurement and the commercial teams see the same approved vendor without either side maintaining a second list.
Turn a vendor's emailed PDFs into a validated, credit checked Dynamics 365 Finance and Operations master record without data entry.
01
Entity names, Tax IDs, and bank details are extracted from the submitted forms and normalised to the ERP's formatting rules.
02
Credit and compliance enrichment runs before the master record is created, not after the first invoice arrives.
03
A multi-day email chain becomes one automated path that clears suppliers for purchase orders and invoicing.
04
Missing or unreadable forms are returned for correction without a procurement coordinator noticing and chasing.
05
Borderline and high-risk profiles reach the finance team in Microsoft Teams with the extracted data and credit result attached.
06
Approved vendors are created in Dynamics 365 Finance and Operations and synced to Zoho CRM in the same run.
07
Every vendor is onboarded against the same field set and the same policy thresholds, whoever sent the email.
01
Entity names, Tax IDs, and bank details are extracted from the submitted forms and normalised to the ERP's formatting rules.
02
Credit and compliance enrichment runs before the master record is created, not after the first invoice arrives.
03
A multi-day email chain becomes one automated path that clears suppliers for purchase orders and invoicing.
04
Missing or unreadable forms are returned for correction without a procurement coordinator noticing and chasing.
05
Borderline and high-risk profiles reach the finance team in Microsoft Teams with the extracted data and credit result attached.
06
Approved vendors are created in Dynamics 365 Finance and Operations and synced to Zoho CRM in the same run.
07
Every vendor is onboarded against the same field set and the same policy thresholds, whoever sent the email.
Keep exploring
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Customize the flow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
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