Invoice OCR for Dynamics 365

Invoice scanning, invoice OCR and invoice digital capture for Dynamics 365. A complete solution that is free for your suppliers and puts an end to manual data entry.

Invoice Capture

Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices. Palette’s invoice capture solution has a data capture accuracy rate of 95% for paper, and a 100% accuracy rate for electronic formats.


Accuracy Rate
For Paper


Accuracy Rate For
Electronic Formats

“We just didn’t have time to manage all the incoming invoices. But since changing to Palette, we can manage three times the volume of invoices than our previous AP system allowed.”

Properties of our invoice capture solution

Many companies manually enter invoice data into Dynamics 365. Some will even print out emailed invoices and manually key in that information as well. The good news it is possible to eliminate data entry, reduce manual errors, and reduce the likelihood of fraud all in one stroke.

There are two workflows for automating the data entry of paper and emailed invoices. Paper invoices are scanned and OCR technology “reads” the information on the invoice and extracts essential data. Emailed invoices are electronic documents with a data layer, and cloud capture technology extracts the data from the data layer.


Handles paper and all electronic formats: PDF, EDI, XML, CSV, HTML, TIFF, JPG, PNG, DOC, XLSX and more.


Data is intelligently extracted and flowed into the Palette central dashboard.


The invoice capture software instinctively learns invoice layouts and data fields and stores them in a database


100% accuracy data capture for electronic invoice formats— with no added cost for suppliers


95% accuracy data capture for scanned paper invoices


Easy-to-use and intuitive browser-based interface

Why choose Palette’s invoice data capture solution for Dynamics 365?

Eliminate manual data entry of vendor invoices with Palette’s invoice data capture solution with advanced OCR and AI digital capture technologies. Palette’s invoice OCR captures invoices in multiple formats, including physical mail, images, email, fax, PDF documents, EDI, and XML. 

  • Leading-edge technology without the need to purchase costly equipment and software
  • Free for suppliers as their are no infrastructure costs on their end

For extra high volume, we have an external scanning service that has:

  • Six Sigma® methodologies to ensure the highest level of quality
  • back-up/redundancy for disaster recovery
  • compliance with GLBA, Fair Credit Reporting, SEC, and HIPAA

Seamless integration with your Dynamics 365

Palette’s Capture Solution seamlessly integrates with Dynamics 365, which means that everything you do in Palette is automatically transferred:

Electronic Format

For electronic formats, your supplier sends the invoice to a specified email address. Palette’s solution extracts invoice data and forwards it to Dynamics 365.

OCR invoice scanning

For paper formats, intelligent OCR invoice scanning extracts the data from the scanned invoice and sends the data to Dynamics 365 or workflow.


Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL.

Benefits of using our invoice capture solution

Improved structure for your supplier invoices

Maximize the automation of your invoice capture by allowing the system to match invoices with purchase orders or contracts. Direct resources towards exceptions and free up time for higher-value work.

Less risk of mistakes or missing data

Manual data entry is prone to errors. By using automatic invoice capture you can guarantee the data input is always accurate to minimize mistakes which can lead to problems further down the line. 

Save time and effort

Not only is manual data entry for invoices prone to errors, it also takes time. Our invoice capture solutions automate manual and repetitive tasks, allowing you to focus on developing your business.

Are you ready to take the next step?

Let us know the invoice capture issues you are looking to solve.