Finance Automation Solutions for Dynamics 365 F&O

ExFlow makes it easy to configure automated approval flows that align with your organization’s policies. Instead of chasing signatures or relying on email chains, invoices are routed to the right people at the right time, with full transparency. This helps ensure nothing gets lost, delays are avoided, and everyone stays on the same page.

With real-time visibility into invoice statuses and due dates, finance teams can better manage outgoing payments and avoid late fees. ExFlow supports early payment discounts and gives a clearer picture of upcoming liabilities. This helps decision-makers time their payments more effectively and maintain healthy liquidity.

By centralizing invoice and payment data, ExFlow provides a stronger foundation for forecasting and budgeting. You can track spend by department, supplier, or project, giving your team the context it needs to plan with confidence. This allows financial leaders to spot trends, prepare for seasonal changes, and allocate resources more strategically.

ExFlow captures and links invoice data directly to records in D365 F&O. This reduces the need for repetitive manual input, which is not only time-consuming but also prone to human error. With our platform, your team can focus on reviewing and analyzing, not typing and correcting.

Having all approvals, invoice data, and payment records in one system makes it easier to prepare for audits, meet compliance requirements, and close the books each month. ExFlow gives your finance team full traceability and access to real-time reporting, reducing the need to compile data from multiple sources or chase down missing documentation.