Operating with Business Central and AI

Context

Papier Masson set out to modernize its finance and procurement operations, not just to upgrade systems, but to prepare the organization for AI-driven productivity.

The company needed a cloud ERP that could:

• Align with Canadian accounting and tax requirements

• Integrate operational procurement and maintenance systems

• Reduce manual effort while strengthening controls

• Support future automation without technical debt

Rather than layering AI onto fragile processes, Papier Masson chose to fix the foundation first.

The Challenge

Papier Masson faced two interrelated constraints:

1. Legacy finance workflows: Manual reconciliations, fragmented procurement flows, and disconnected systems limited visibility and efficiency.

2. AI adoption risk: Automating document processing without standardized data models, approvals, and audit trails would increase operational and compliance risk.

The Solution

A two-layer approach designed for durability.

Layer 1 — ERP Modernization (AI-Ready Core)

CloudRaker led the modernization of finance and procurement on Microsoft Dynamics 365 Business Central (Cloud), with Canadian localization and controlled integrations.

This created a standardized, auditable operational core covering:

• General Ledger, AP, AR, Cash & Bank, Fixed Assets

• Procurement and purchasing

• Budgeting and financial reporting

• Secure integrations with Maximo and Reverse Billing

The result: a finance system designed to accept automation, not break under it.

Layer 2 — AI Document Transformation

With a clean ERP backbone in place, RakerOne to automate document-heavy workflows, starting with invoices.

Featured Capabilities

AI-Ready ERP Core — Implement AI-Ready Business Central.

• Unified chart of accounts (Canadian PCGR)

• Standardized AP, AR, and procurement workflows

• Automated close, approvals, and audit trails

• Near real-time financial visibility via Power BI

Transform — Automates document ingestion and conversion.

• Automatic document type detection

• AI-driven data extraction from PDFs and emails

• Configurable extractors without code

• Support for Google and Mistral models

Integrate — Systems Integration

• Business Central ↔ RakerOne

• Maximo integration

• Reverse Billing → ERP unidirectional flow

• Secure OAuth2 authentication

• Logging and exception monitoring

Impact

• A modern, compliant ERP ready for automation

• Reduced manual invoice handling

• Faster processing without re-entry

• Stronger financial controls and visibility

• A scalable foundation for future AI use cases