AP Automation for Dynamics 365 Finance and Operations

Finance leaders must protect profitability and cash flow. ExFlow AP slashes your Accounts Payable costs, ensures compliance, and mitigates fraud with AI. Unlike standalone AP automation tools that require complex integrations, ExFlow AP is built into Dynamics 365, leveraging Microsoft’s advanced data security to create a single source of truth.

About ExFlow’s AP Automation Solution for Dynamics 365 Finance and Operations

ExFlow is a comprehensive accounts payable automation solution built right into Dynamics 365 for Finance and Operations and Business Central. Designed to streamline invoice processing and optimize financial operations, ExFlow simplifies the entire invoice lifecycle, from receipt to payment. By automating arduous tasks such as data entry, approval workflows, and line level invoice matching, ExFlow enables organizations to achieve greater efficiency, accuracy, and cost savings. Whether it’s reducing processing times, improving compliance, or enhancing visibility into financial data, ExFlow empowers you to unlock efficiency, freeing you up to focus more on strategic growth initiatives, and less on tedious manual processes.

How ExFlow AP Works

EXFLOW DATA CAPTURE

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.

IMPORT AND VALIDATION

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.

INVOICE MATCHING

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.

EXFLOW APPROVAL WEB

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.

BI AND ANALYTICS

ExFlow provides out-of-the-box access to Power BI Dashboards that include all necessary KPIs to track AP Automation performance throughout 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.