AP Automation for Dynamics 365 Finance and Operations

ExFlow Data Capture is an advanced solution designed for precise invoice data interpretation. Utilizing an integrated API, it posts this data directly into ExFlow AP. This system ensures quick deployment coupled with minimal support and maintenance expenditure. Key invoice details, including vendor, reference, invoice number, amount, due date, PO number, and line item specifications, are accurately read, interpreted, and extracted by ExFlow Data Capture.

Automated batch invoice imports not only simplify your routine but drastically cut down on manual effort. With security as a top priority, ExFlow AP conducts fraud validation on each entry. Our system’s smart pre-coding function taps into your existing dimensions, ensuring data is categorized with precision. To top it all, we streamline the process further by providing automated approval workflow suggestions, ensuring a seamless experience from start to finish.

Perfectly align your transactions with header and/or line level matching. Experience the efficiency of automated invoice pairings to Purchase Orders, Projects, Goods Receipts, and beyond. Plus, tailor your workflow with our flexible tolerance and exception management features.

Approve with ease from any device – whether on a computer, smartphone, or tablet. Adapt to your needs with our flexible and dynamic workflows. Benefit from intuitive coding that simplifies your tasks. Delve deeper with line level approval and enhance collaboration with built-in chat functionality. Plus, every decision is traceable with our comprehensive approval history.

ExFlow provides out-of-the box access to Power BI Dashboards that include all necessary KPIs to track AP Automation performance through out the end-to-end invoice process – from import and approval to final posting. The dashboards enable AP organizations to follow-up and measure invoice automation success as well as identify areas for improvement.