Zetadocs Capture
OCR software
Accounts payable (AP) & spend analysis software
Accounts payable automation software
Procurement software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Zetadocs Capture and its alternatives fit your requirements.
Contact the product provider
Free Trial unavailable
Free version
Small
Medium
Large
-
What is Zetadocs Capture
Zetadocs Capture is a document capture and data extraction product used to automate inbound documents such as supplier invoices and other finance-related forms. It supports OCR and invoice data capture workflows that feed accounts payable processes, typically for organizations using Microsoft Dynamics 365 Business Central (and related Microsoft ERP environments). The product focuses on reducing manual keying by extracting header and line-level data and routing documents for review and approval. It is commonly deployed by finance teams and shared service centers that need structured capture integrated with ERP posting workflows.
Tight Microsoft ERP integration
The product is designed to work closely with Microsoft Dynamics 365 Business Central and related Microsoft finance/ERP environments. This reduces the amount of custom integration work compared with more general-purpose capture platforms. It also supports AP-centric workflows where captured data maps directly to ERP fields for downstream processing. For organizations standardized on Microsoft ERP, this alignment can simplify implementation and user adoption.
AP-focused invoice capture
Zetadocs Capture targets invoice processing needs such as extracting supplier, totals, tax, and line-item details. It supports review and exception handling steps that are typical in AP automation rather than generic document archiving alone. This focus can shorten time-to-value for invoice-centric use cases compared with broader document management suites. It is suited to teams looking for capture plus AP workflow rather than standalone OCR.
Workflow and approval support
The product supports routing documents for validation and approval, helping standardize how invoices move from receipt to posting. This can improve auditability by keeping document context and processing status tied to the transaction. It also helps distribute work across AP staff and approvers without relying solely on email-based coordination. These capabilities align with common internal control requirements in finance operations.
Best fit in Microsoft stack
Organizations not using Microsoft Dynamics 365 Business Central (or similar Microsoft ERP tooling) may find the product less compelling than vendor-neutral capture platforms. Integration options outside its primary ecosystem may require additional partner services or custom work. This can increase implementation time and total cost for heterogeneous ERP landscapes. Buyers should validate connector availability for their specific finance systems.
Less suited for broad IDP
Compared with document-understanding platforms built for many document types and complex unstructured extraction, Zetadocs Capture is more oriented to AP documents and structured finance workflows. If requirements include high-variability document classes (e.g., contracts, correspondence, multi-language forms) or advanced model training, it may not be the most flexible option. Teams with enterprise-wide intelligent document processing needs may require additional tools. Scope should be confirmed beyond invoices and common finance documents.
Dependence on configuration quality
Capture accuracy and automation rates depend on how well document templates, supplier rules, and validation steps are configured. Poorly standardized supplier invoice formats or frequent layout changes can increase exception handling and manual review. Ongoing maintenance may be needed to keep extraction rules aligned with real-world document variability. Buyers should plan for operational ownership after go-live.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Express | Free — available at no software cost for up to 4 users. | Drag & Drop archiving; free edition for up to 4 named users. (Official product page). |
| Capture Essentials | Price not published on Equisys product page (starter pack and per-user add-on details shown). Starter system: 5-user starter system (monthly). Additional users: £6.00 per extra user per month (GBP), shown on regional page. Requires AP automation add‑on which is priced per document (per‑document price not published on site). | All Express features, plus AP automation (requires AP automation add‑on), batch processing, enhanced indexing & filtering, configurable folders by date/customer/type. Prices are based on an annual subscription; starter packs start at 5 users. |
| Capture Plus | Call for prices / Contact sales (price not published). | All Essentials features plus automated filing of batches of documents and scope for customization. Contact Equisys for tailored pricing. |
Notes:
- AP automation add‑on: official site states AP automation pricing is a fixed price per document and is billed annually in advance, but the per‑document amount is not published on the Equisys site; customers are asked to contact Equisys/Microsoft partner to obtain pricing or to obtain the extension via Microsoft Marketplace. (See FAQs and AP automation resources).
Seller details
Equisys plc
Guildford, Surrey, United Kingdom
1991
Private
https://www.equisys.com/
https://x.com/equisys
https://www.linkedin.com/company/equisys/
