The challenge
Recurring structured invoice files required a repeatable, reviewable intake process.
The approach
Built workflows to parse inbound CSV files, apply line-level processing rules, create purchase invoice records in Business Central, and reconcile totals.
What was delivered
- Email-based file intake and CSV processing.
- Invoice and invoice-line creation.
- Validation, reconciliation, and failure notifications.
- Replicable workflow patterns for multiple business entities.
Takeaway
Reliable automation depends on robust exception paths as much as successful execution.
No client data, financial figures, or proprietary configuration is published.