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Invoice Automation for Microsoft Dynamics 365

Bottomline Technologies

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Seamless invoice management within Microsoft Dynamics 365

Overcome the cost, time, risk, and errors associated with manual processes by automating the invoice lifecycle starting from the time of receipt through approvals.

Bottomline’s invoice automation solution is delivered within Microsoft Dynamics 365 to significantly extend the capabilities of your ERP. Best of all, your ERP users continue to work within their familiar Dynamics 365 workspace.

Invoice Automation for Dynamics 365 provides AP departments with enhanced automation, governance, and operational visibility around PO and non-PO invoice processing. Flexible approval workflows are easily maintained by business users and your workers can review and approve invoices from any device – all without the need for expensive customization or training. 

Designed specifically for Dynamics 365 Finance and Operations, Bottomline’s invoice automation solution results in faster invoice processing with improved efficiencies and control by letting you:

  • Receive electronic and paper invoices from any source for processing, including D365 Collaboration Portal
  • Enhance classification of invoices and supporting documents with machine learning via digital mailroom
  • Automate 2-way/3-way reconciliation with both PO header as well as line-item capture and matching
  • Drive efficiency gains with zero-touch scenarios for both PO and non-PO invoices due to innovative workflow and posting automation
  • Automate GL code entry and approval routing of non-PO invoices
  • Get a real-time pulse of operational status and identify process improvement opportunities with interactive dashboards and reporting
  • Deploy rapidly via the cloud resulting in quick time-to-value

Learn how your AP department can replace paper documents and manual processes with an automated invoicing solution from within your Dynamics 365 environment with Bottomline’s Invoice Automation for Microsoft Dynamics 365.

Request a test-drive here