Invoice Data Capture Software for Microsoft Dynamics 365 - ExFlow

ExFlow invoice data capture software is an automated invoice entry system that harnesses the power of Tungsten Automation, optical character recognition (OCR) technology, and advanced invoice capture capabilities. It is a well-established Azure-based solution with over 10 years of data.

About ExFlow Data Capture

Manual invoice data entry is a tedious process. For AP departments it’s a time-consuming task with a high risk of errors. Flawed data input can lead to accounting errors, exceptions and data duplication. To automate the process, your team needs powerful invoice data capture software that seamlessly integrates with your accounting system.  ExFlow Data Capture digitally formats and extracts data from invoices, improving accuracy, reducing errors caused by manual entry, and streamlining the accounts payable process.. With its intuitive interface and customizable features, invoice data capturing empowers businesses to achieve greater efficiency, compliance, and cost savings, allowing them to focus on what truly matters: driving growth and innovation.

Why ExFlow Data Capture?

Validated Data: Ensuring Accuracy from the Start

A key AP challenge is matching invoices to ERP records. ExFlow automates validation against vendor data, POs, and rules, eliminating errors and manual checks for 100% accuracy before approval.

Making Adjustments Is Simple and Efficient

Not all invoices are perfect—some may have missing or misread data. ExFlow’s user-friendly interface lets AP teams quickly edit or add info without disrupting workflows. It also learns from corrections, boosting accuracy over time.

Fewer Errors, Faster Processing

Invoice errors can cause delays, compliance risks, and extra costs. ExFlow’s EDC flags issues like duplicates or mismatches in a clear dashboard, helping teams resolve them quickly and keep approvals on track.

Robust E-Invoice Support for Seamless Processing

As e-invoicing and regulations grow, ExFlow’s EDC supports multiple formats like Peppol and Pagero, ensuring compliance across regions. It simplifies processing and cuts paper-based inefficiencies.

How It Works: The Mechanics Behind ExFlow Data Capture

1. INVOICE INGESTION AND CLASSIFICATION

The process begins when an invoice is received via email, electronic data interchange (EDI), or scanned from a physical document. ExFlow invoice data capture software automatically detects and classifies the invoice based on format, vendor, and type. This initial step ensures that the invoice is correctly categorized before further processing, reducing errors and preventing mismatches.

2. DATA EXTRACTION AND VALIDATION

Once classified, the software extracts key invoice details, including invoice numbers, line items, tax amounts, due dates, and vendor information. Using optical character recognition (OCR) and machine learning, it identifies structured and unstructured data for enhanced accuracy. It then cross-checks the extracted data against purchase orders (POs) or predefined rules, flagging discrepancies for review.

3. INTEGRATION WITH ACCOUNTING SOFTWARE

After successful validation, the extracted data is transferred into the company’s accounting software. The system matches invoice numbers to corresponding POs or receipts, automating the approval workflow. This step eliminates the need for manual data entry, thus reducing processing time and improving financial accuracy.

4. APPROVAL ROUTING AND PAYMENT PROCESSING

With all data validated and imported, the invoice follows a predefined approval workflow. The software routes invoices to the appropriate approvers based on amount thresholds, vendor policies, or cost center allocations. Once approved, the invoice is scheduled for payment, and payment status updates are automatically recorded in the accounting software for full visibility. This structured workflow ensures that every invoice is accurately captured, processed, and approved, making invoice data capture software an essential tool for optimizing AP operations.