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AI order intake for configured, made-to-order products

// InnoSync Made-to-Order Agent

Turn emailed orders into Business Central sales orders, automatically.

InnoSync Made-to-Order Agent reads incoming purchase orders and RFQs from your inbox, extracts every line with Azure AI, matches your customers and configured, made-to-order items, and creates the Sales Order or Quote in Business Central — with a human-review gate for anything it's unsure about.

Book a demo See how it works
Live intakeProcessing
Inbox

Purchase Order

order.pdf · 2 pages

RFQ — quote request
AI extraction
Sales Order Created
WIDGET-100×12
BRACKET-22×4
Total$118.00
// THE PROBLEMManual sales intake

Every emailed order is re-typed by hand

Purchase orders and RFQs land as email and PDF. Someone reads them, finds the customer, matches each item, keys in quantities and prices, and hopes nothing was missed.

Someone re-types every emailed PO and RFQ into Business Central by hand.
PDFs, layouts and item names differ by customer — so mistakes creep in.
Orders wait in an inbox while the team catches up, and pricing errors slip through.
// HOW IT WORKSFrom inbox to order

Five steps, running on a schedule

A scheduled dispatcher pulls new email, reads the documents, extracts the data, resolves it against Business Central, and creates the sales document — or hands it to a person.

FLOWemail → order, in about two minutes

Email arrives

A monitored mailbox receives a PO or RFQ, with or without a PDF.

Outlook / M365

OCR the document

PDF attachments are read into structured text and layout.

Azure Document Intelligence

Extract with AI

An LLM pulls buyer, items, quantities, prices, dates and ship-to.

Azure OpenAI

Resolve & configure

Match customer and items to BC master data; apply configurator options.

BC master data · IWX

Create the document

Auto-create a Sales Order or Quote — or route to human review.

Sales Order / Quote

Low-confidence documents are held for human review — nothing posts unattended.

// EXTRACTIONFrom document to data

It reads the PDF the way a person would — then structures it

OCR captures the text and layout; the model identifies the buyer, the purchase-order details, and every line item, with a confidence signal on each field.

Purchase Order

Emailed PDF purchase order

reads

Extracted data

BuyerContoso Traders
PO numberPO-10427
Requested date2026-07-20
Ship-toWinnipeg, MB
ItemQtyPrice
WIDGET-10012$8.50
BRACKET-224$4.00

Structured, matched, ready to post

// CAPABILITIESFeatures

An agent that does the whole intake job

Reading, extraction, matching, configuration, document creation, and review — end to end, inside Business Central.

Reads your inbox

Monitors a Microsoft 365 mailbox on a schedule, loads attachments, skips duplicates, and picks up RFQ/RFP emails even without a PDF.

OCR + AI extraction

Azure Document Intelligence reads the PDF; Azure OpenAI extracts buyer, items, quantities, prices, dates and ship-to into structured data — using the header logo to identify the buyer.

Matches your master data

Resolves customers by exact, normalized, fuzzy (Levenshtein) and email match, and items by long code, description or cross-reference — or creates a customer from a template.

Product Configurator aware

Integrates with Insight Works Product Configurator to match categories and apply mandatory options to sales lines, so configurable items come through complete.

Creates the document

Auto-creates a Sales Order (released, with extracted prices) from a PO, or a Sales Quote from an RFQ — and links it back to the source email and staging request.

Human-in-the-loop & auditable

Anything low-confidence is held for review, never posted unattended. A full processing log and downloadable extraction JSON make every decision traceable.

// IN BUSINESS CENTRALSee it running

It lives on the Order Processor Role Center

Inbox entries as emails arrive, staging requests that become quotes and orders, setup with editable AI prompts, and a full processing log — all inside Business Central.

Agent Inbox Entries:All ⌄+ NewEdit ListActionsAutomate
Entry No.SubjectStatusCustomer No.Needs Review
10Re: Purchase Order PO92628 - v4ReviewC0034
11Re: Purchase Order # 52100 - v5ReviewC0141
12Re: POD010MR_415036_QSYSPRT_001 - v6ReviewC0505
13FW: Tariffs Reversed. Now Could Be the Moment to Move.Skip—
14FW: Purchase Order PO# 231-200598 - v7Review—
15FW: RFQReview—
16FW: RFQ - #2ReviewC0007
17FW: RFQ - #3ReviewC0007
Sales Requests:All ⌄+ NewEdit ListActionsAutomate
Request No.Customer No.Document IntentNeeds Human ReviewStatusQuote No.Order No.
REQ00024C0086OrderProcessing——
REQ00025C0506QuoteProcessing——
REQ00026C0007QuoteCompletedSQ003293—
REQ00027C0007QuoteCompletedSQ002546—
REQ00028C0007QuoteCompletedSQ002547—
REQ00031C0002OrderProcessing——
REQ00032C0002OrderCompleted—SO048952
REQ00033C0002OrderCompleted—SO048953
Sales Order Agent Email Setup:All ⌄Schedule SyncView Scheduled Tasks
Sales document automation
Auto Create Sales Documents
Auto Create Min. Confidence0.8
Dispatcher Max Items Per Run3
Agent instructions

Edit instructions for each LLM step used by the Sales Order Agent. Leave a prompt blank to use the built-in default.

PO Extraction – User Instructions
PO Extraction – RFQ Email Body Addendum
PO Extraction – System (RFQ email body)
PO Extraction – System (PDF / attachments)
Quote Mapping – System
Simplified Extraction – System (RFQ body)
Agent Processing Log:All ⌄ActionsAutomate
Entry No.TimeLevelStepMessage
17:40 PMInfoDispatcherStarted dispatcher.
27:40 PMInfoSchedulerScheduled task created: {…}
37:40 PMInfoDispatcherScheduled next dispatcher run.
47:40 PMInfoDispatcherDispatcher completed successfully.
67:55 PMInfoDispatcherStarted dispatcher.
87:55 PMInfoDispatcherScheduled next dispatcher run.
97:55 PMInfoDispatcherDispatcher completed successfully.

Shown from a Business Central demo environment — customer and document numbers are sample identifiers.

// INTENTOrder or quote

It knows the difference

Email with PDF (customer PO)

→ Sales Order

Treated as a purchase order: the agent creates a Sales Order with the extracted unit prices and releases it.

RFQ / RFP email (no PDF)

→ Sales Quote

Read as a request for quote: the agent parses the request and creates a Sales Quote for the resolved customer.

// STACKBuilt on Microsoft & Azure AI

Your Microsoft stack, doing more

A Business Central extension that uses Azure AI services in your own subscription — nothing to run outside your tenant.

Dynamics 365 Business CentralMicrosoft AzureAzure AI · Microsoft 365
Dynamics 365 Business Central / ALAzure Document IntelligenceAzure OpenAIBC Email (Outlook / Microsoft 365)Insight Works Product Configurator
// SECURITYTrust & control

Automation you can audit

// PRICINGPlans by volume

Pay for the documents it processes

Tiered monthly plans by document volume, plus a one-time onboarding. You run the Azure AI in your own subscription, so the plan price is the software — start free for 30 days.

Starter

For a first company automating email intake.

$290/mo

Up to 200 documents / mo

Start free — 30 days
  • Email monitoring, OCR + AI extraction
  • Customer & item matching
  • Human-in-the-loop review gate
  • Sales Order & Quote creation
  • Runs in your Business Central
Start free trial
Most popular

Growth

For teams processing steady daily volume.

$690/mo

Up to 1,000 documents / mo

  • Everything in Starter
  • Product Configurator (IWX) options
  • Editable LLM prompts
  • Processing log & extraction JSON
  • Priority email support
Book a demo

Scale

For high-volume, multi-mailbox operations.

$1,490/mo

Up to 4,000 documents / mo

  • Everything in Growth
  • Multiple mailboxes & companies
  • Onboarding & prompt tuning included
  • Standard SLA
Book a demo

Enterprise

For multi-entity and regulated operations.

Custom

Unlimited volume · SLA

  • Unlimited documents
  • Multi-entity / multi-company
  • Dedicated onboarding & priority SLA
  • Security & compliance review
  • Roadmap access
Contact sales

Billed annually · USD · documents beyond your plan are $0.60 each.

Azure OpenAI and Document Intelligence run in your own Azure subscription (Microsoft usage billed separately).

One-time onboarding from $900 — install, connect your mailbox and Azure keys, tune prompts, and map Product Configurator. Talk to sales.

// GET STARTEDUp and running fast

Configure once, then let it work

Everything lives on the Order Processor Role Center in Business Central. Set it up, activate the schedule, and orders start landing as sales documents.

Book a demo
  1. 1Configure the Email Setup card — mailbox, Azure keys, customer template, and matching rules.
  2. 2Click Schedule Sync to start monitoring the inbox.
  3. 3Watch Agent Inbox Entries as emails arrive and process.
  4. 4Review anything flagged, fix customer/item matches, and create — or let it auto-create when confident.
// FAQCommon questions

Do I have to change my ERP?

No — it's a Business Central extension that creates standard Sales Quotes and Orders. Your setup and posting stay as they are.

Which mailbox does it read?

Any Outlook / Microsoft 365 account you connect through the Business Central Email module.

What documents can it handle?

Emailed PDF purchase orders, and RFQ/RFP emails (with or without an attachment).

Does everything post automatically?

Only when the agent is confident. Low-confidence documents are routed to review for a person to approve.

Which AI does it use?

Azure Document Intelligence for OCR and Azure OpenAI for extraction — running in your own Azure subscription.

What about configurable items?

It integrates with Insight Works Product Configurator to resolve categories and apply mandatory options on the sales lines.