CloudTrade Capture 365

par Cloud Trade Technologies ltd

Intelligent Data Capture and Automation of Inbound Invoices, for Microsoft Dynamics 365

100% Data Accuracy Guarantee

Simple, effective, high adoption electronic data capture for inbound invoices

CloudTrade’s technology removes the barriers to data capture from inbound invoices, sales orders and statements. As a rapid deployed cloud-based service, it reduces costs, increases processing efficiency, and gives visibility, transparency and control to your accounts payable function.

We build unique data and validation rules so that we extract exactly the data you need. This enables data to be captured and automatically submitted into Microsoft Dynamics 365, and guarantees 100% accuracy from all application produced documents, including PDF’s, Microsoft Office Documents and CSV files.

CloudTrade captures data from millions of documents for over 500 clients around the world. The captured data is used to automate downstream systems that rely on accurate data to drive our customers core business systems including Microsoft Dynamics 365. 

Service summary

  • 100% Data accuracy guarantee from digital documents
  • Header and Line level capture 
  • Validate and enrich documents with Dynamics 365 data if required (e.g. automate GL code entry or validate PO status)
  • Automate processing based on business logic (e.g. auto-rejection for ‘no PO no pay’ policy)
  • Improve operational effectiveness through service dashboard and sender analytics
  • Online portal to manage exceptions
  • Service go live within 8-12 weeks
  • Unlike OCR CloudTrade does not require templates to be defined and is not reliant on correction of misread characters (digital data can’t be wrongly interpreted).

    Unlike EDI CloudTrade does not require technical modifications or senders to implement a technical change.

    Unlike Trade Networks CloudTrade does not require a bespoke data format or senders to sign up to a service.

    Digital as Standard

    Research suggests 75%-90% of documents you receive, generally via email, are produced digitally. Using CloudTrade maximizes the benefit of transacting digitally.

    The barriers to successfully delivering an electronic capture service have never been lower.

    Integration to Dynamics 365

    Validated documents will be presented via a standard interface to your Microsoft Dynamics 365 application, enabling your team to add value to the process whilst reducing operating costs and increasing data insight.

    Vue d’ensemble