TruvioSense - Coding & Approvals

Coding & Approvals is an AI-powered extension for Microsoft Dynamics 365 Business Central that enhances ExFlow Accounts Payable by automatically predicting invoice coding based on historical invoice processing patterns.

The system uses machine learning to suggest:

• G/L Accounts
• Dimensions (e.g., Department, Cost Center, Project)
• Invoice header information
• Line-item coding

Key business benefits

• Significant reduction in invoice coding time (up to 80%)
• Improved coding accuracy and consistency
• Reduced risk of human error
• Faster invoice approval and posting
• Continuous learning and improvement
• Increased visibility into vendor prediction quality and status

How it works

The solution integrates directly with ExFlow and Business Central:

1. Install the TruvioSense - Coding & Approvals extension from AppSource
2. Run data upgrade, onboard, and schedule the background job
3. Enable companies and selected vendors for machine learning (will be mentioned as ML)
4. Historical posted invoices and document images are exported to the TruvioSense cloud service via Job Queue
5. Machine learning models analyze coding patterns and build vendor-specific prediction models
6. When processing a new invoice in Import Journal, select View Predictions — TruvioSense returns coding suggestions including header fields, line coding, dimensions, and confidence scores
7. Review predictions and apply them to the journal
8. Adjust coding manually if needed
9. Newly posted invoices are continuously exported to improve future predictions