ProcureDesk Business Central

How do you add procurement approvals to Dynamics 365 Business Central?

ProcureDesk adds approval workflows, punchout catalogs, and 3-way matching on top of Microsoft Dynamics 365 Business Central, and keeps your finance data in Microsoft. Approved bills sync back automatically. It's built for 200 to 1,000 employee manufacturers and distributors standardized on Microsoft.

Done-for-you in 2-4 weeks No IT project SOC 2 certified

Trusted by Controllers at growing companies

EvolveImmune
Gerloff
Metabolon
Quantus
Bowhill
Customer
Customer
Customer
Coast
EvolveImmune
Gerloff
Metabolon
Quantus
Bowhill
Customer
Customer
Customer
Coast
EvolveImmune
Gerloff
Metabolon
Quantus
Bowhill
Customer
Customer
Customer
Coast
EvolveImmune
Gerloff
Metabolon
Quantus
Bowhill
Customer
Customer
Customer
Coast
The Gap

What does Business Central miss for purchasing?

Requesters need a simpler way to buy, and finance needs approvals enforced before a purchase is committed, not discovered when the invoice lands.

The cost: surprise invoices, limited native approval controls, and a front end too complex for casual buyers.

Limited approval controls

Business Central lacks the multi-level purchase approvals mid-market finance teams need.

Complex for requesters

Casual buyers need a simpler front end than the ERP provides.

Surprises at invoice time

Without a PO and pre-approval, bills arrive that nobody planned for.

How it works

How does ProcureDesk work with Business Central?

One flow, from request to Business Central — no double entry.

Request
Employee raises it
›
Approve
By budget & role
›
PO Issued
Send to vendor
›
Receipt
Confirmed on delivery
›
3 way match
PO + receipt + invoice
›
Sync
Approved bill
›
Business Central
Coded & matched
Step by step

How ProcureDesk runs purchasing before it reaches Business Central

The full purchase-to-pay flow happens in ProcureDesk. Business Central stays your system of record.

01

Request

An employee raises a request from a punchout catalog (Amazon Business, Staples, Grainger) or a simple form, with no Business Central login required.

02

Approve

Multi-level rules route the request by amount, category, and department; approvers act from email or the mobile app, and the budget is checked before the purchase is committed.

03

Issue the PO

The approved request becomes a purchase order and is sent to the vendor.

04

Receive the goods

The team confirms delivery, so short and partial shipments are caught early.

05

3-way match

Supplier invoices are captured with OCR at 99.5% accuracy and matched automatically against the PO and the receipt; any discrepancy is flagged before payment.

06

Sync to Business Central

Approved bills post to Business Central with GL codes and supporting documents; you pay from Business Central or Bill.com, and the payment status syncs back to ProcureDesk.

What syncs

What syncs between ProcureDesk and Business Central?

Every requisition line is coded against your actual Business Central chart of accounts, global and shortcut dimensions, and vendors, so bills arrive already coded, matched, and ready to pay — nothing is re-keyed.

The Difference

What does ProcureDesk add on top of Business Central?

Business Central alone vs Business Central with ProcureDesk.

Capability Business Central Alone + ProcureDesk
Multi-level purchase approvals
Automated 3-way matching
Budget checked before spend
Punchout catalogs (Amazon Business, Grainger…)
End-to-end purchase-to-pay audit trail
Why ProcureDesk over the category leaders: Unlike card-first tools (Ramp, Brex) or AP-only tools (Bill.com) that act after the swipe or the invoice, ProcureDesk controls spend before the money moves — the requester, approval, PO, and 3-way match all happen first, then sync into Business Central.

See the Business Central integration on your own setup

A 20-minute walkthrough built around your Business Central configuration, not a generic demo.

Request a demo
Setup

How the Business Central integration is set up

Done for you in about 30 minutes total for your Azure and BC admins. No IT project, no setup fees for punchouts.

01

Connect Business Central

Your admin authorizes ProcureDesk through Azure OAuth 2.0 (App Registration), with no software to install and no accounting credentials stored by ProcureDesk.

02

Import your data

Vendors, your chart of accounts, and the entities and dimensions you use flow into ProcureDesk so coding matches your books.

03

Configure approvals and budgets

We build your approval rules by amount, department, and category, and load your budgets.

04

Add your catalogs

We set up punchout catalogs for your preferred suppliers.

05

Train and go live

Your team is trained and live, typically in 2 to 4 weeks, with no IT project on your side.

Who it's for

Who is the Business Central integration for?

Growing companies that run a purchase-order-first process, teams that want every purchase requested, approved, and matched before it posts to Business Central, instead of reconciling it after the invoice lands. If you are raising more than 100 purchase orders a month and want approval control before spend, this is built for you.

Where it is not a fit: Teams under about 20 employees, or companies with very little purchasing, usually do not need this, the native features of Business Central are enough. ProcureDesk earns its place once you are raising more than 20 purchase orders a month and need approval control before spend.
Proof

What results do finance teams see?

Real, checkable numbers from ProcureDesk customers — see the full case studies.

10 → 4
Days to close on average
90%
Fewer invoices arriving with no PO
7–10 hrs
Per week back to the finance team
200+
Punchout catalogs, 99.5% OCR accuracy
“

Our goal was to help our managers make smarter, better decisions about where and how they spend money so we can achieve our financial goals as a company.

COO, Funai Lexington
George Parish

Funai Lexington case study
Pricing

Is the Business Central integration included?

Yes. Every plan includes it, with no add-on fee.

Purchasing Automation

$498/mo billed annually

Purchase requests, approval workflows, PO tracking, punchout and self-hosted catalogs, budgets, and the Business Central integration. 10 users included.

Purchasing & AP Automation

$850/mo billed annually

Everything above, plus invoice approval workflows, automated 3-way matching, and OCR for invoices.


Every plan includes 100% done-for-you onboarding, a 14-day trial, and the Business Central integration at no extra cost.

FAQ

Common questions about the Business Central integration

Get quick answers to the most common questions about pricing, implementation, integrations, and onboarding before scheduling your personalized demo.

01Does ProcureDesk replace Business Central?

No. It adds a purchasing and approval layer and syncs back to Business Central.

02Can we enforce approval limits by department?

Yes. Multi-level approval rules route requests by amount, department, and category, and enforce the right limits before a purchase is committed.

03Does it support punchout catalogs?

Yes. ProcureDesk supports 200+ punchout catalogs (Amazon Business, Staples, Grainger, and more) plus self-hosted catalogs, all configured for you.

04How does the sync work?

ProcureDesk connects to Business Central through Azure OAuth 2.0. Vendors, your chart of accounts, and global and shortcut dimensions import automatically, and approved bills sync back coded and matched.

05How long does setup take?

Most teams are live in 2 to 4 weeks, with about 30 minutes total needed from your Azure and BC admins. No IT project on your side.

06Does the Business Central integration cost extra?

No. The Business Central integration is included in every ProcureDesk plan, with no add-on fee and no setup fees for punchout catalogs.

07How often does data sync with Business Central?

Continuously. Approved bills, POs, and payment status sync in near real time, so your books stay current without manual exports.

08Can we still pay vendors from Business Central?

Yes. You can pay from Business Central or Bill.com, and payment status syncs back to ProcureDesk automatically.

09Is our data secure?

Yes. ProcureDesk is SOC 2 certified and connects to Business Central through Azure OAuth 2.0 with encrypted data. No accounting credentials are stored by ProcureDesk.

See the Business Central integration in action

A 20-minute walkthrough built around your Business Central setup, not a generic demo.