200+ industry leaders trust Workist
The AI solution for Microsoft Dynamics 365 Business Central. Workist handles order entry, quote creation, and inquiry processing through AI document processing. When something's unclear, the agent asks instead of guessing.
Two core use cases for AI document processing in Business Central, in production at BC customers like Lemp, Orgatex, Börsig, Kocher+Beck, APD, and Bachl.
Email orders are extracted, validated, and posted as a sales order directly in the BC tenant.
Mehr zum Use Case →Price inquiries are extracted in a structured form and created as sales quotes.
Mehr zum Use Case →In production at BC customers:
Three minutes: from incoming PDF to booked sales order in Business Central.
The agent follows a clear flow. Every step is transparent and traceable in the Workist dashboard.
Emails arrive automatically in the Workist Smart Inbox or are forwarded to the agent. PDF, Excel, and EDI attachments are processed directly.
The agent reads header and line items contextually. Independent of layout, language, or supplier.
Customer, item, delivery address, and location lookup against your BC master data. Customer-specific item numbers are included. When something's unclear, the agent asks instead of guessing.
A sales order or sales quote is created directly in the BC tenant. Workist stores the document number, and Workist appears as the source in the BC FactBox.
Three things that set Workist apart from OCR, RPA, and middleware solutions as an AI solution for Business Central.
Workist runs as a Per-Tenant Extension directly in the BC tenant. For Cloud BC, your BC partner installs the app via the customer-specific Object ID range. For On-Prem BC, your BC license is extended with the Workist ID range. In both cases without touching standard objects.
Customers, items, delivery addresses, contacts, and locations are synced overnight via Job Queue. Customer-specific item numbers and unit conversion factors are included. Validation runs against live data, not exports.
Every sales order and sales quote created by Workist gets a FactBox with Workist source info: email arrival, PDF attachment, processing time. No mailbox search, no shadow archives.
“We've found that Workist saves us significant time. It's learning software, and the effort I put in at the beginning pays off later.”
The questions Workist prospects ask most often about Business Central.
Workist processes sales documents using AI: orders and price inquiries from email or PDF are extracted by the AI agent, validated against BC master data, and posted as a sales order or sales quote in the tenant. The Workist app runs as a Per-Tenant Extension directly in the BC tenant.
Via a Per-Tenant Extension (PTE). For Cloud BC, a BC partner installs the app in about 15 minutes via the customer-specific Object ID range. For On-Prem BC, the customer adds the Workist ID range to their BC license once, after which the app behaves exactly like in the Cloud setup.
Creates: sales orders and sales quotes in the standard BC tables. Reads: customers, items, delivery addresses, contacts, locations, and customer-specific item numbers are synced via Workist query objects. The document number is reported back to Workist.
Microsoft Dynamics 365 Business Central from version 20 onwards. Both Cloud (Online) and On-Premises are supported.
No. The Workist app is a standalone Per-Tenant Extension and doesn't touch standard objects. It adds FactBoxes with Workist source information to sales orders and sales quotes without changing their functionality.
A few weeks. App installation in the tenant takes 15 minutes; the rest of the time goes into master data alignment, Workist mailbox configuration, and the end-to-end test. Workist handles app compatibility on BC updates.
EU hosting. SOC 2 Type II certified, GDPR compliant, data processing agreement available. Workist handles app compatibility on BC updates, included in your Workist package.
