DocuClipper is the best way to get data INTO Dynamics 365 Business Central.
Convert Financial Documents into Dynamics 365 Business Central-Ready Data
Import bank statements into Dynamics 365 Business Central
Convert bank statements into transactions ready for Dynamics 365 Business Central.
Bank statement formats & extraction →Also see: PDF to OFX.
Convert invoices for Dynamics 365 Business Central
Extract invoice data and push it into Dynamics 365 Business Central.
Invoice fields & extraction →Also see: accounts payable OCR.
Import receipts into Dynamics 365 Business Central
Turn receipts into structured expense data for Dynamics 365 Business Central.
Receipt formats & extraction →Also see: receipt scanning software and receipt data extraction.
How DocuClipper Works with Dynamics 365 Business Central
1
Upload your documents (bank statements, invoices, receipts)
2
DocuClipper extracts and structures the data
3
Export directly into Dynamics 365 Business Central
Workflow diagram
PDF → DocuClipper → Dynamics 365 Business Central
Dynamics 365 Business Central
Purchase invoices → Import
File
docuclipper-dynamics-365-import.csv
Transactions
42 records
DateDescriptionAmountMatch
03/01/2026STARBUCKS #1243-6.54Matched
03/02/2026UBER TRIP HELP.UBER.COM-18.20New
03/03/2026PAYROLL ACME CO+2450.00Matched
03/04/2026AMAZON MARKETPLACE PMTS-64.11Review
DocuClipper structures and exports extracted data into formats you can import into Dynamics 365 Business Central.
Structured Data Ready for Dynamics 365 Business Central
DocuClipper extracts the fields Dynamics 365 Business Central needs so you spend less time retyping and more time reconciling.
- Dates
- Descriptions
- Amounts
- Categories
- Line items (for invoices)
Extracted data preview
Clean transactions ready for Dynamics 365 Business Central import
| Date | Description | Amount | Categories | Line items (for invoices) |
|---|---|---|---|---|
| 03/01/2026 | STARBUCKS #1243 | -$6.54 | Meals & Entertainment | – |
| 03/02/2026 | UBER TRIP HELP.UBER.COM | -$18.20 | Travel | – |
| 03/03/2026 | ACME CONSULTING INV-1007 | +$2,450.00 | Income | Consulting (1); Service fee (1) |
| 03/04/2026 | AMAZON MARKETPLACE PMTS | -$64.11 | Office Supplies | – |
Invoice line items are extracted alongside the header fields so they map cleanly into Dynamics 365 Business Central purchase invoice workflows.
Eliminate Manual Data Entry in Dynamics 365 Business Central
Before
- Hours of manual entry
- Errors
- Repetitive work
After
- Automated extraction
- Accurate data
- Faster workflows
What Customers Say
Real reviews from accountants, bookkeepers, and finance teams.
“DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.”
KR
Kristin Mitchell
Accounting, United States
“It's a complete game-changer. Instead of spending hours combing through statements, we get the data we need almost instantly.”
MA
Matt
Lending, United Kingdom
“DocuClipper allowed us to enhance our advisory services, directly impacting our bottom line.”
SA
Sarah Winship
Accounting, United Kingdom
Ready to eliminate manual data entry? Start your free 14-day trial, no credit card required.
Start free trialBuilt for Dynamics 365 Business Central Users
Accountants
Standardize imports across clients.
Bookkeepers
Reduce repetitive transaction entry.
Finance teams
Speed up month-end workflows.
Small businesses
Keep accounting moving without delays.
Powerful Features for Dynamics 365 Business Central Workflows
Bank statement OCR
Extract transactions from PDFs for Dynamics 365 imports.
Learn more →Invoice OCR
Pull invoice data with line items for structured exports.
Learn more →Receipt OCR
Turn receipts into clean expense data.
Learn more →Transaction categorization
Apply rules for consistent, auditable categorization.
Learn more →Dynamics 365 Business Central Integration FAQs
Common questions about importing documents into Dynamics 365 Business Central with DocuClipper.
Upload your invoices to DocuClipper, review the extracted vendor, invoice number, dates, line items, and totals, then export a CSV you can import into Dynamics 365 Business Central using its purchase invoice import. DocuClipper structures the data so it maps to the fields Business Central expects.
Upload your PDF bank statement to DocuClipper, review the extracted transactions, and download a CSV. In Dynamics 365 Business Central, use the bank statement or transaction import to load the file. DocuClipper formats the columns (date, description, amount) so they line up with the import.
Yes. Built-in OCR processes scanned PDFs as well as digital ones. Accuracy is 99.9% on digital PDFs and high on clean scans. Once extracted, the data exports in the same CSV format regardless of the source PDF.
Yes. DocuClipper extracts the vendor, invoice number, dates, and every line item including description, quantity, unit price, and totals, so you can bring full purchase invoice detail into Dynamics 365 Business Central rather than a header-only entry.
No. DocuClipper's AI reads any bank statement or invoice layout without per-vendor setup, so you can process documents from many banks and suppliers without building a template for each one.
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