ExFlow for Advanced AP Automation for Dynamics 365 Business Central & NAV

Complex Invoice and Accounts Payable workflow for Microsoft Dynamics 365 Business Central (USA and Canada: Toronto, Halifax, Montreal, London & Edmonton)

Exflow by Sign-up Software is an approved Endeavour Solutions ISV partner. Approved ISV Partners. Their award-winning add-on software is used by over 1,200 Dynamics ERP clients globally, including NAV and Business Central clients across Canada and USA to further automate and expand upon their investment in Microsoft Dynamics 365 Business Central and Dynamics NAV ERP.

Accounts Payable automation includes OCR (optical character recognition) using Readsoft Online, to read and index invoices to prep-populate fields for processing, automatic machine and advanced AI / machine learning processes for AP workflow automation for approvals and posting.

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Business Central Invoice and AP Automation

Invoice scanning and data capture

ExFlow support all types of invoices including paper, pdf and other electronic formats. Invoice data is captured, interpreted and imported automatically into ExFlow. ExFlow also supports e-invoices, which can be imported directly.

Intelligent pre-coding

ExFlow provides pre-coding of all incoming invoices leveraging Machine Learning and/or RPA, streamlining the process, minimizing manual labor and increasing data accuracy.

3-way invoice matching

ExFlow use the captured data to match the invoices to available purchase orders, contracts and/or goods receipts in order to determine how the invoice should be processed. ExFlow supports standard Dynamics 3-way matching.

Dynamic approval workflow

If an invoice doesn’t match or discrepancies are identified, ExFlow will automatically route the invoice for approval. ExFlow automatically creates an approval workflow based on the data captured from the invoice. Approvers are notified through email to ensure rapid turnaround. The workflow is dynamic and end-users can code the invoice if necessary. Approval can be done on any platform (desktop, tablet or smartphone).