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ExFlow - Accounts Payable Automation

SignUp Software AB

Choose profitability over administration – Automate your Accounts Payable Process with ExFlow.

ExFlow easily manage large complex AP processes in global organizations without the need for customizations. Making it the Accounts Payable automation choice for AP Professionals.

Choose profitability over administration

ExFlow is an add-on module for Microsoft Dynamics 365 Finance and Operations that streamline and rationalise the supplier invoice workflow, a vital part of the purchase-to-pay process. The easy-to-use module automates accounts payable, delivering better control, higher efficiency and saving both time and money as well as delivering full transparency throughout the accounts payable process – from scanning to approving and final posting. Accurate statistics due to real time information. A complete log of all accounting transactions provide a failsafe audit trail. In short automatic compliance.

ExFlow Standard Functionality

  • Invoice Import - Import, set accounting and send out for approval.
  • Match supplier invoices with purchase orders - Match purchase order invoices and send out for approval if price or quantity differs.
  • Automating vendor invoices - Post approved invoices via batch jobs.
  • Roles and Approvers - Setup users/approvers that will be a part of the approval routes in ExFlow.
  • ExFlow Approval Page - Approval, account entry, attachments and comments (The approver can code the invoice before it is finally approved)
  • Approve invoices inside Dynamics 365 or in the new and improved ExFlow web app with a modern and much more intuitive design making it easy for the approvers to adopt.
  • Accrual for estimated cost - Accrue all non-posted invoice via a general journal.
  • Full support for mobile devices provide complete freedom and access to the same functionality as the standard ExFlow Approval Page – the inbox, all accounts, dimensions and rules.
  • Final posting - The invoice is posted into the general ledger.
  • Clear summary of invoices awaiting approval - The AP department can run reports to get an overview of all invoices waiting for approval.
  • Searches and reports -The approver can search and filter on invoices.
  • Power BI reports using direct queries (entity store)

Quick and Profitable

A rapid start-up process can get the system up and running in just a few weeks. AP staff continue to work in their familiar Dynamics environment reducing training. Installation without integrations generate lower costs for future upgrades.