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OCTA + Microsoft Business Central integration — Intelligent AR Automation for Business Central

Category: Accounting Software

Connect OCTA with Microsoft Dynamics 365 Business Central to extend your ERP with proactive, AI-driven accounts receivable automation without disrupting existing finance workflows. Business Central manages your chart of accounts, invoicing, and ledger entries — OCTA takes over the collection side, automatically enrolling overdue receivables into personalised outreach campaigns across email, SMS, and WhatsApp. When customers pay, OCTA posts payment confirmations back to Business Central instantly, keeping your ledger accurate and your month-end close clean. Finance teams at mid-market companies use this integration to eliminate the spreadsheet-and-email manual follow-up cycle and to give management real-time visibility into AR health through OCTA's dashboards.

What the Microsoft Business Central integration does

  • Native Business Central Sync: OCTA integrates directly with Dynamics 365 Business Central via the standard BC API, pulling open customer ledger entries, invoice details, and payment terms without any custom code or middleware. New invoices posted in Business Central appear in OCTA's collection queue within minutes, ready for automated follow-up.
  • Intelligent Invoice Automation: OCTA automatically sequences reminders for every overdue Business Central invoice, choosing the right channel and message tone based on the customer's payment history and the invoice's age. Finance teams set the rules once and OCTA runs the process autonomously, escalating to human collectors only when invoices breach pre-set thresholds.
  • AI-Powered Payment Matching: Payments received through OCTA's payment links or reported from bank statement imports are automatically matched to the correct open Business Central customer ledger entry using AI-based reference matching, even when remittance information is incomplete or inconsistent. Matched payments are posted back to Business Central, reducing unallocated cash and speeding up reconciliation.
  • Enhanced AR Reporting & Analytics: OCTA supplements Business Central's native AR reports with real-time aging analysis, collector performance metrics, campaign effectiveness data, and customer-level DSO trends. Finance managers can build custom report views in OCTA and share them with CFOs or board members without needing Power BI licences.

Benefits

  • Deploys within the Microsoft ecosystem — no foreign-cloud concerns
  • Enterprise-grade security aligned with Microsoft Azure standards
  • Native Power BI integration for advanced AR analytics
  • Azure-hosted infrastructure for data residency compliance
  • Reduce DSO by automating collection sequences for every open invoice
  • Average implementation time of two to three business days