Finmatics Autonomous Accounting

AI-based document capture.
Current Version: NCFA 22.1.1.0 as of Business Central 22. For older BC versions, downgrades are available.

☰ Contents

General

• Finmatics Autonomous Accounting
  Finmatics Autonomous Accounting adds the Finmatics AI-based document capture functionality to Microsoft Dynamics 365 Business Central...
• Finmatics Access Data
  Finmatics Autonomous Accounting operates exclusively in conjunction with a validated Finmatics account. Additional charges apply...

Setup

• Finmatics Setup
  Before Finmatics Autonomous Accounting can be used, its basic functionality must be set up...
• Real Data Permissions
  Real Data Permissions add an additional level of security to actions and processes to prevent test data from being accidentally interpreted as real data. These additionally secured actions and processes can be executed only if permission has been granted for the current environment in which the action is executed...
• Vendor Synchronization
  Via the Finmatics Vendor Synchronization page you can create or update the Business Partners at Finmatics (Master Data) based on the Business Central Vendors...
• G/L Account Synchronization
  Via the Finmatics G/L Account Synchronization page you can create or update the Accounts at Finmatics (Master Data) based on the Business Central G/L Accounts. Only G/L Accounts with Account Type Posting are considered...
• Training Data
  Finmatics is machine-learning-driven and requires training data to generate good results...
• Tax Code Setup
  The Finmatics Tax Code Setup page is used to set up the VAT Prod. Posting Groups to be proposed when creating incoming Finmatics Documents in Business Central...
• Dropzone Setup
  In the NAVAX Dropzone Setup page the settings and defaults for the different Dropzones are defined...

Working with the App

• Role Center Integration
  Finmatics Autonomous Accounting is integrated into the Accountant and Accounting Manager roles...
• Incoming Finmatics Documents
  Incoming Finmatics Documents are displayed on the Incoming Finmatics Documents page and are either uploaded manually to Finmatics or transferred via other means (email, web scan, mobile app, etc.)...
• Purchase Documents
  From incoming Finmatics Documents, Purchase Invoices and Purchase Credit Memos can be created. The documents are created either via the Incoming Finmatics Documents page or directly in the overview pages. The following fields, actions and FactBoxes are available on the overview pages...

Archive

• Finmatics Service Log
  The Finmatics Service Log page displays detailed information about what has been sent to and what was returned from the service...

Appendix

• NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
• Installation Notes
• Release Notes