Welcome to Smart Processing
Status: 03.09.2025
With Smart Processing, you enhance your document processing in Business Central with an intelligent, flexible system. It recognizes different document types, processes them automatically, and creates structured documents from them. The entire process – from capture to legally compliant archiving – is fully supported through the close integration with the Simova ecosystem, particularly with Document Inbound and Document Central.
Smart Processing combines AI-driven intelligence, dynamic workflows, and flexible matching mechanisms to make your business processes efficient, automated, and scalable.
Note
Smart Processing is an extension of Document Inbound. Existing functions remain unchanged and are complemented by Smart Processing.
Smart Processing in the Simova Ecosystem
Smart Processing works seamlessly with other Simova extensions, creating an integrated environment for the entire document process.
| Component | Function |
|---|---|
| Document Inbound | Capture and provision of incoming documents in the inbound list. |
| Smart Processing | Intelligent analysis, dynamic workflows, and automated document creation in Business Central. |
| Document Central | Legally compliant archiving and integration of documents into company-wide processes. |
Key Features
Smart Processing offers a variety of features that can be used individually or in combination.
| Feature | Description |
|---|---|
| Document Processing | Classification of incoming documents and automatic initiation of defined workflows for document creation in Business Central. |
| Versatile Document Support | Processing of various formats such as PDF, Microsoft files (Word, Excel, PowerPoint), and scanned documents. |
| XML Processing | Support for standardized formats such as XRechnung and ZUGFeRD for structured, compliant processing. |
| Email Processing | Analysis of incoming emails, classification of content, and automated assignment to appropriate workflows. |
| Document Matching | Automatic matching of incoming data lines with Business Central data, e.g., for the 3-way match between order, goods receipt, and invoice. |
| AI-Driven Classification | Automatic recognition of different document layouts, significantly reducing manual setup effort. |
| Smart Matching | Automatic assignment of extracted data to predefined process templates. |
| Smart Line Type Matching | Automatic assignment of document lines to appropriate types such as items or accounts to reduce errors. |
| Smart Master Data Creation | Automatic creation of missing master data such as customers, suppliers, or items based on document information. |
Typical Use Cases
Smart Processing is flexible and can be used in various scenarios.
| Scenario | Description |
|---|---|
| Invoice Receipt Processing | Fully automated capture, extraction, and booking of incoming invoices with subsequent archiving. |
| Order Matching | Automatic matching of incoming documents with existing orders to ensure consistent data. |
| Multi-Step Workflows | Mapping of complex, dynamic processes with individual workflow definitions. |
| XML Processing | Use of standardized XML formats for efficient and compliant processing. |
| Data Enrichment | Automatic supplementation or creation of missing master data such as customers or items. |
Benefits of Smart Processing
- End-to-End Processing: From the receipt of a document to booking and archiving
- Seamless Integration: Fully embedded in Business Central and Document Central
- Time Savings: Reduced manual effort through automation
- Process Security: Lower error rates through precise matching and classification
- Flexibility: Dynamic workflows for almost any document type
- Future-Proof: Regular updates and new AI-driven features