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Optimize AP Processes With Advanced Invoice Scanning and Data Capture
Accounts Payable (AP) teams handle a high volume of invoices daily, making efficiency and accuracy essential to maintaining smooth financial operations. Invoice data capture invoice capture is the process of extracting data from invoices—such as vendor names, invoice numbers, dates, line items, and amounts—from invoices, whether they are received in paper format, as PDFs, or through electronic invoicing channels.
Traditionally, manual data entry has been time-consuming and prone to human errors, leading to delays, discrepancies, and compliance risks. Automated invoice management with scanning and data capture eliminates these inefficiencies by leveraging optical character recognition (OCR), artificial intelligence, and smart data extraction to pull relevant information directly from invoice documents. This data is then validated, categorized, and accurately entered into the ERP system, ensuring greater accuracy and compliance with financial regulations.
With ExFlow, users get fully embedded Microsoft Dynamics 365 invoice capture, enabling a touchless approval workflow where invoices flow effortlessly from receipt to final sign-off. By reducing the reliance on manual intervention, AP teams can process invoices faster, minimize errors, and maintain tighter financial control. In the next sections, we’ll explore the specific features and benefits that make automated invoice capture software a game-changer for modern processes.
According to a 2024 study by Ardent Partners, best-in-class AP departments using automation process invoices 81% faster than those relying on manual processes. This illustrates the value of powerful automated accounts payable solutions.
Features of ExFlow’s Invoice Data Capture Software
ExFlow’s invoice data capturing capabilities go beyond simple OCR scanning, providing intelligent automation that enhances accuracy, compliance, and efficiency within the accounts payable process. Built natively into Microsoft Dynamics 365, ExFlow ensures smooth invoice handling from receipt to approval.
Below are the key features that make ExFlow invoice data capture a powerful solution for AP automation.
Automated Data Extraction
ExFlow’s invoice data capture software leverages advanced OCR (Optical Character Recognition) and AI-powered data extraction to automatically pull critical invoice details—such as vendor information, invoice number, dates, and line items—without manual input. This eliminates data entry errors and significantly reduces processing times.
Once extracted, the invoice data is structured and prepared for validation, ensuring a smooth and efficient workflow from the very first step.
Intelligent Data Validation
Extracted invoice data is automatically cross-checked against predefined rules and AP policies to detect potential discrepancies. Whether it’s duplicate invoices, missing information, or incorrect amounts, ExFlow flags inconsistencies before they reach the approval stage.
This built-in validation reduces the risk of errors, enhances compliance, and prevents costly mistakes that could otherwise delay payment processing.
Native ERP Inclusion
Unlike third-party solutions for capturing invoices that require middleware or manual file transfers, ExFlow is fully embedded within Microsoft Dynamics 365 Finance & Operations and Business Central. This ensures that invoice data is captured, validated, and processed within a single platform, eliminating the need for external applications.
Direct integration enables real-time access to invoice data across finance teams, improving visibility and control.
Support for Multiple Invoice Types
Support for Multiple Invoice Types
ExFlow is designed to handle a wide range of invoice formats, including paper invoices, PDFs, e-invoices, and XML-based invoices. Whether invoices arrive via email, scanned documents, or structured electronic data, ExFlow standardizes and processes them efficiently.
This flexibility ensures that AP teams can streamline workflows regardless of how vendors submit their invoices, enhancing interoperability across different invoicing methods and strengthening supplier relationships.
Advanced Matching and Routing
With intelligent two-way and three-way invoice matching, ExFlow automatically compares data against purchase orders and delivery receipts, ensuring accuracy before payments are approved. Additionally, automated workflow routing directs invoices to the appropriate approvers based on predefined rules, speeding up the approval cycle.
By minimizing manual intervention, ExFlow reduces bottlenecks and enhances AP efficiency, ensuring timely and accurate payments.
Benefits of AP Invoice Scanning Automation with ExFlow
Efficiency and Cost Reduction
Invoice scanning automation eliminates time-consuming manual data entry and significantly reduces processing delays. By streamlining workflows, ExFlow enables AP teams to handle higher invoice volumes with fewer resources, leading to substantial cost savings. Faster approvals also mean early payment discounts can be captured, improving cash flow and overall financial efficiency.
Accuracy and Compliance
Manual invoice entry often leads to errors, duplicate payments, and compliance risks. ExFlow invoice data capture mitigates these challenges by ensuring accurate data extraction and automated validation against business rules and regulatory requirements. This reduces discrepancies and ensures that invoices meet audit and tax compliance standards, minimizing the risk of financial penalties or internal reporting issues.
Visibility and Control
Real-time tracking and reporting provide AP teams with full visibility into invoice status, approvals, and spending patterns. ExFlow’s centralized dashboard offers detailed insights and analytics, empowering finance leaders to optimize workflows and make informed decisions. Automated AP solutions, such as alerts and security controls, help prevent fraud and unauthorized spending, ensuring tighter financial oversight.
Why Choose ExFlow as Your Dynamics 365 Invoice Capture Tool?
ExFlow stands out as a premier solution for D365 invoice capture. Purpose-built for your ERP and built to scale, ExFlow ensures that businesses can process invoices efficiently while maintaining compliance and control. Below are the key reasons our solution is the best choice for AP automation.
Built into Dynamics 365
Unlike third-party add-ons, ExFlow is a fully embedded solution within Microsoft Dynamics 365 Finance & Operations and Business Central, ensuring smooth data flow and real-time synchronization.
- The ExFlow invoice data capture solution is not a third-party add-on but a fully embedded solution within Microsoft Dynamics 365 Finance & Operations and Business Central.
- This ensures seamless data flow, real-time updates, and reduced dependency on external tools.
- By working directly within your existing ERP system, ExFlow eliminates manual data entry while improving accuracy and process efficiency.
Scalable Solution
As your business evolves, so should your AP automation. ExFlow’s scalable design ensures that whether you’re processing a handful of invoices or thousands, your AP operations remain efficient and adaptable.
- Whether you’re a mid-sized business or a global enterprise, ExFlow’s flexible design ensures it can grow alongside your organization.
- From handling a few invoices per month to processing thousands, ExFlow adapts to your business needs.
- Its modular approach allows for customized automation, ensuring that your AP processes remain optimized as your company expands.
Dedicated Support
Reliable support is crucial for smooth AP operations. With ExFlow, you get expert assistance from a team that understands both AP automation and Microsoft Dynamics 365, ensuring you have the guidance needed to maximize efficiency..
- ExFlow offers dedicated implementation assistance, ongoing support, and user training to ensure a smooth transition and long-term success.
- Our team of specialists works closely with clients to fine-tune configurations, troubleshoot issues, and maximize efficiency within Dynamics 365.
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