New Invoice Capture: AI invoice scanning, built into Invoice Approval

Invoice approval, requisitions & expenses for Business Central

Approvals for Business Central, done in Microsoft Teams.

Requisitions, expenses and corporate credit cards, and supplier invoices, routed by your rules and approved in Teams. Your approvers don’t need a Business Central licence.

Start your free sandbox → or book a 30-minute demo

How many people approve spend in your business?

40 approvers

£2,976 a year in Business Central licences your approvers won’t need

Based on Microsoft’s UK list price for Business Central Team Members (£6.20 per user per month, 2026). Approvers who already use Business Central for other work keep their licence.

Built on Microsoft

Microsoft Partner
Dynamics 365 Business Central
Microsoft Teams
Entra ID
Azure AI Document Intelligence

FEATURES

Every module runs on one approval engine

Requisitions, expenses and invoices share the same rules, the same Microsoft Teams approvals and the same Business Central integration. Set your workflows up once and use them everywhere.

00 · The Cliqo Workflow Engine

One approval engine, built around your finance policy

Every module runs on the same workflow engine. Build your approval rules once, from simple sign-off limits to line-level budget checks, and they work across requisitions, expenses and invoices.

Compare with Business Central workflows →

Approval rulesPurchase Invoices

▶ Test workflow

1Total over £10,000Finance Director
2Department = ITIT Manager
3Line over budgetBudget holder
4All other invoicesLine manager

Test mode

PI-58811 matched rule 3Routed to Budget holder · no approvers notified

Easy to useNo more fighting with Business Central's workflows. Build rules in minutes and drag them into order when your policy changes.
Rules on line detailsRoute each line by its dimensions, such as department or project, as well as amounts, budgets and your own groupings.
Test before go-liveRun a workflow end to end without notifying real approvers.
The whole app in Microsoft TeamsApprove, and browse Cliqo itself, without leaving Teams. Email approvals too.
No Business Central licenceUnlimited approvers, synced straight from Entra ID.
Multi-company & multi-currencyOne setup across your companies and environments.

01 · Requisitions

Business Central requisitions that become Purchase Orders

Staff raise requisitions in Cliqo. Your rules route them to the right people in Microsoft Teams, and once approved they are created as Purchase Orders in Business Central.

Record goods received against the order in Cliqo
Automatic G/L accrual on received cost, for G/L account lines as well as items, reversed when the invoice arrives
Accurate month-end costs without chasing uninvoiced orders

Explore Business Central Requisitions →

CliqoApprovals · now

Purchase requisition Office furniture, London fit-out REQ-2291 · £3,870.00 · Operations

ApproveApproved ✓Reject

Created in Business Central

Dynamics 365 Business Central

Purchase Order PO-104221 · Harbour Office Supplies

Sit-stand desks × 6£2,340.00

Task chairs × 6£1,110.00

Monitor arms × 12£420.00

Total excl. VAT£3,870.00

02 · Expenses & Corporate Credit Cards

Expense management, from phone camera to Purchase Invoice

Employees photograph receipts on their phone and submit claims in minutes. Corporate card statements go to each cardholder to add details and flag personal spend, then everything is routed for approval.

Capture receipts with your phone's camera
Corporate card statements sent to each cardholder to complete
Personal spend on the card flagged and managed

Explore Business Central Expense Management →

THE STATION CAFÉ TOTAL £54.20

✓ Receipt attached

Corporate card ···· 4821October statement · Priya Shah

Rail ticket, Leeds£86.40Travel

Client lunch£54.20Receipt

Coffee£3.80Personal

Hotel, 1 night£129.00Add details

03 · Invoice Approval

Business Central invoice approval, done in Teams

Purchase Invoices and Credit Memos created in Business Central or in Cliqo are routed by your rules. Approvers sign off from a Teams card and Business Central updates automatically.

Submit from Business Central, or create the invoice in Cliqo
Covers Purchase Invoices and Credit Memos
Business Central updates as soon as the last approver signs off

Explore Business Central Invoice Approval →

Purchase Invoice PI-58811 · Brightline Facilities £1,430.00

Rule Over £1,000 → add Finance Manager

Budget holderApproved in Teams
Finance ManagerApproved in Teams
Business CentralInvoice updated automatically

04 · Invoice Capture New

AI invoice capture for Business Central

Email supplier invoices in or upload the PDF. Azure AI Document Intelligence reads it and creates the Purchase Invoice or Credit Memo, ready for Invoice Approval.

Emailed in or uploaded as a PDF
Creates Purchase Invoices and Credit Memos
Flows straight into Invoice Approval

Explore Invoice Approval & Capture →

PDF

Read by Azure AI

VendorBrightline Facilities Ltd

Invoice no.BF-77342

Invoice date14/10/2026

Total£1,716.00

✓ Purchase Invoice created, sent for approval

Coming soon Business Central Timesheet Approval →

Business CentralWhere approved documents land
Microsoft TeamsApprove and use Cliqo without leaving Teams
Entra IDSign-in and user sync, no extra passwords
Azure AI Document IntelligenceReads invoices for Invoice Capture

HOW IT WORKS

Up and running in hours, not months

Connect to your Tenant

Seamlessly connect Cliqo to your Business Central tenant with secure OAuth authentication. Our guided setup ensures a quick and secure connection.

Setup Configuration

Configure approval workflows, budget thresholds, and departmental hierarchies through our intuitive interface. Customise the system to match your exact requirements.

Start Submitting & Approving

Your team can immediately start raising requisitions, expense claims and invoices. Approvers receive instant notifications, and approved documents sync to Business Central automatically.