Case Studies, Zentriq Agent for Business Central, Zentriq

PunchOut

From 25 minutes to 90 seconds per purchase order

How a Swiss industrial wholesaler eliminated manual catalog re-keying across 50+ POs per week.

📍 Industrial wholesale·👥 45 employees · CHF 18M revenue·🟦 BC Cloud v27

−94%

Time per PO

800 h

Saved per year

Catalog data errors

50+

POs / week

The problem

The procurement team places 50+ POs per week from a mix of online catalogs (Galaxus B2B, Brack Business, Distrelec, etc.).
Each PO took 20–30 minutes: open the supplier site, copy product codes, transcribe quantities and prices into Business Central, double-check totals against the cart screenshot.
Catalog re-keying introduced occasional errors (wrong unit price, mistyped SKU) that were caught only when the supplier shipped the wrong item, sometimes weeks later.

The solution

Installed the Zentriq PunchOut Chrome extension across the procurement desks.
On the supplier's catalog, the team browses normally and clicks Send to BC right from the cart.
Zentriq matches the supplier to the BC vendor card, creates the PO header with the right currency and payment terms, and adds every line with the right item number, quantity, and unit price.
Manual review takes 30 seconds before release; a single click sends it to the supplier.

The results

Average time per PO dropped from 25 minutes to 90 seconds, a 94% reduction.
Across 50+ POs per week, that frees ~16 hours of procurement-team time per week (~800 hours per year).
Catalog data errors went from ~1.2% of POs to zero in the first 60 days, since prices and codes are pulled from the catalog itself, never typed.
Early payment discounts captured rose from 60% to 95% because POs are now created the same day the request comes in.

“We used to dread Monday mornings, 30 POs to type by 11am. Now we run through the whole queue before our coffee. The PunchOut extension just disappeared into the workflow.”
Procurement lead, Industrial wholesale, Swiss SME

Document Capture

AP processing time cut by 85%

How a Swiss events agency eliminated manual invoice keying and stopped missing early-payment discounts.

📍 Events & services·👥 20 employees · CHF 8M revenue·🟦 BC Cloud v27 (Production + Sandbox)

−85%

AP processing time

180

Invoices / month

CHF 15k

Recovered EPDs / year

≥95%

Extraction accuracy

The problem

180 supplier invoices per month, mostly from regular vendors (catering, AV equipment rental, freelancers, IT supplies).
Each invoice was hand-typed into the BC Purchase Invoice card: vendor lookup, posting date, lines, amounts, VAT codes, attachment uploaded separately.
An average invoice took 4–6 minutes to enter and another 1–2 minutes to verify against the PDF.
Backlog routinely meant invoices were posted 3–5 days late, early payment discounts (1–2%) were missed on roughly half the eligible invoices.

The solution

Forward the supplier PDF (or drag-drop) into the Zentriq chat inside Business Central.
AI extracts vendor name, invoice number, date, line items, amounts, VAT, and matches the vendor against the BC card via VAT ID.
If item lines aren't matched in the BC catalog, the agent proposes a G/L expense account and remembers the choice for future invoices from the same vendor.
The user reviews the draft (Document Date, Vendor Invoice No., lines all pre-filled) and clicks Post to BC.

The results

End-to-end AP processing time went from ~4 days/month to ~6 hours/month for the 180-invoice volume, an 85% reduction.
AP team picked up the saved time for vendor negotiations and month-end close prep instead of data entry.
Early payment discounts recovered: ~CHF 15,000 per year that were previously missed because of late posting.
Extraction accuracy on standard invoices is consistently above 95%; the team flags exceptions and the agent learns from corrections.

“Half my Monday used to be vendor invoices. Now I drag the PDFs in, glance at the drafts, click Post. The G/L mapping memory is the killer feature, same vendor, never asks twice.”
Accounting lead, Events & services, Swiss SME

Zentriq Agent

Operational reports from 2 days to 30 seconds

How an operations director stopped waiting on the BI team and started answering his own questions in BC.

📍 Distribution & logistics·👥 120 employees · CHF 45M revenue·🟦 BC Cloud v27

2 days → 30s

Ad-hoc query latency

12 / week

Self-service queries

−$8k / mo

BI partner billing

100%

Reports up-to-date

The problem

The ops team needed ad-hoc operational reports constantly: aged inventory by location, vendor lead-time trends, top-margin SKUs, slow-moving items by warehouse zone, etc.
Each request went through the BI partner's ticket queue, typical turnaround was 2 business days for a chart, sometimes a full week for anything cross-table.
By the time the report arrived, the operational decision had already been made on intuition or spreadsheet exports.
BI partner billing for ad-hoc work was running at ~$8,000/month with no clear ownership of which reports actually drove decisions.

The solution

Operations director and 3 warehouse managers got Zentriq Agent licenses on the Pro plan.
Plain-language queries directly in the BC chat: 'show me items in Zone A with more than 90 days of stock' or 'rank vendors by on-time delivery last quarter, top 10 only'.
The agent runs the right BC API calls, returns a table + chart, and lets the user pivot the question without going back to the BI team.
For recurring questions, the team saves the workflow as a one-click action.

The results

Ad-hoc query latency went from 2 days to 30 seconds.
Ops team runs ~12 self-service queries per week, questions that were never asked before because they weren't worth a 2-day wait.
BI partner billing dropped from $8,000/month to $2,500/month (kept for true cross-system reports + monthly board pack).
Decisions are now made on data that's at most a few minutes old, not a week.

“I stopped phoning the BI team for routine stuff. The agent just answers. I asked it 'why is Zone B receiving below forecast' and got a vendor-by-vendor breakdown in 20 seconds. That used to be a meeting.”
Operations director, Distribution & logistics, Swiss SME

Workflows and numbers you can expect

From 25 minutes to 90 seconds per purchase order

The problem

The solution

The results

AP processing time cut by 85%

The problem

The solution

The results

Operational reports from 2 days to 30 seconds

The problem

The solution

The results

Run your own numbers