From inbox to ERP. Automatically.
Capture, validate, match and post invoices directly into Microsoft Dynamics 365 or Sage X3 using Microsoft AI and Power Platform technologies.
Transform finance operations with intelligent automation
4Sight Intelligent Finance Automation helps finance teams reduce manual processing, improve accuracy and strengthen financial control across invoice and delivery note workflows.
Automate invoice processing
Capture invoices from email, SharePoint, supplier uploads or document repositories with less manual effort.
Improve control
Validate data, support 3-way matching and reduce supplier disputes, delays and payment errors.
Gain visibility
Track invoice status, queues, exceptions and finance performance in real time through Power BI dashboards.
Key benefits
Built for finance teams that need speed, accuracy, scalability and stronger governance.
Reduce manual work
Minimise repetitive document capture, processing and data entry tasks.
Improve accuracy
Reduce errors, duplicates and disputes through intelligent extraction and validation.
Accelerate processing
Move invoices from receipt to ERP posting more efficiently and consistently.
Strengthen governance
Create controlled workflows, audit trails and better oversight across the process.
Core capabilities
A practical and scalable solution for AI-powered finance automation.
Document ingestion
- Invoice capture from email, SharePoint and supplier uploads
- Delivery note capture and document management
- Secure digital intake workflows
AI data extraction
- Supplier information and invoice numbers
- Invoice dates, amounts, VAT and line items
- Continuous learning through Microsoft AI capabilities
Validation and matching
- Validation against ERP records
- Automated 3-way matching
- Exception handling and review workflows
ERP and reporting
- Posting into Dynamics 365 Finance and Sage X3
- Workflow automation through Power Platform
- Power BI dashboards and finance reporting
How the engagement works
4Sight works with your team to assess, deploy and optimise the right finance automation approach.
Assess and design
Review current finance processes, invoice volumes, ERP environment and automation opportunities.
Deploy and integrate
Configure workflows, AI extraction, matching logic and integrations with finance systems.
Optimise and scale
Use dashboards and process insight to improve performance and identify expansion opportunities.
Support and enhance
Continue refining the solution with support, governance alignment and ongoing enhancement.
Start your finance automation journey
Book an Automation Readiness Assessment with 4Sight to discover how AI-powered finance automation can reduce cost, improve control and accelerate processing across your organisation.