Dynamics 365 Business Central: introducing the Payables Agent.

With Dynamics 365 Business Central version 26.3 Microsoft introduces the public preview of the Payables Agent, an AI agent that can assists you by automating accounts payables (AP) and accountant tasks, saving time and reducing errors. The agent is able to source vendor invoice attachments from email and SharePoint, and to create purchase invoice documents in Dynamics 365 Business Central for review. The agent uses available purchase history or the company’s accounting policies to register purchase invoices.

This first public preview is available in US and UK localizations and it will be extended to other localizations later on.

To start the Payables Agent, you need to first activate it:

The agent will ask you for an email account to monitor. This must be a shared email account where you will receive vendor invoices:

You can test the agent with a sample invoice during activation (if you want):

You can get sample invoices in two ways:

1. Let the system send the sample invoice to your configured email account automatically
2. Download the sample invoice and send them to the configured email manually

The Payables Agent can use your past invoice data to suggest details for new documents and you can configure which additional invoice fields should be auto-filled beyond what’s already included in the default setup:

Aftert this setup, the Payables Agent is ready to start its work…

When an email arrives to your configured mailbox, the agent reacts and alert will be showed to the user:

You can click on the alert and review the incoming email:

When opening the received email, you can also preview in the browser the attached PDF file (vendor invoice) and accept it:

The Payables Agent will start processing the vendor invoice and it can ask for user’s interaction (human in the loop) to complete the task:

By clicking the Review button, you can review the proposed Purchase Invoice (draft).

The agent has created a purchase invoice with details (lines) coming from the PDF file.

You can then check the purchase invoice (or eventually fix/add something more to the document) and if everything is ok you can click Confirm.

The agent now will finalize the purchase invoice creation:

At the end of the process, you have your final purchase invoice created:

The agent is still a work in progress, so improvements will be done during this public preview phase.

Remember that after the preview phase the agents will not be free but they will have a cost per message consumed, with options for pay-as-you-go or message pack plans. I wrote a post here if you need more informations on how to activate billing for agents.

Agent Capability Costs:

• Message Packs:Offer a set number of messages (e.g., 25,000 messages in a pack) for a fixed price.
• Pay-as-you-go:Charges are based on the actual number of messages consumed at the end of each month.
• Message Consumption:The number of messages used depends on the complexity of the agent’s actions and responses. 

Original Post https://demiliani.com/2025/07/10/dynamics-365-business-central-introducing-the-payables-agent/