Microsoft Dynamics 365 Accounts Payable Automation
Get visibility into payables with a complete invoice data capture system, invoice processing, flexible approval workflow, automated PO matching and searchable invoice archive. Microsoft Dynamics 365 invoice processing that leverages your investment in Dynamics.
Intelligent OCR
Data is intuitively extracted from paper, scanned or emailed invoices. Paper is captured with 95%+ accuracy, electronic files with 100% accuracy.
Invoice Processing
Invoices are viewable in a central dashboard and automatically sent to users to review and approve. Invoices can be flagged at the header level or on line items. Once approved by the user, invoices are sent to Dynamics.
Approval Workflow
Automated workflow to designated roles in the company. One-click approvals in email. Ad hoc routing without having to code. Have as many users as you want – no user license costs.
Intelligent 3 Way PO Matching
2 and 3 way matching of POs and/or goods receipts at the header or line level. Matched invoices are sent straight to Dynamics. Exceptions are flagged and sent to approvers to reconcile.
Archive & Audit
Invoices, purchase orders, and goods receipts are archived in the Cloud for searching, reporting, and audit trail. Includes all documents plus electronic messages between employees and vendors/suppliers.
EchoVera delivers a comprehensive AP Automation solution for Dynamics 365 that includes:
Dynamics 365 Intelligent Data Capture
- Data is intelligently extracted from either paper or emailed invoices
- Software instinctively learns invoice layouts and data fields and stores them in a database
- Manual error is reduced to a minimum
Dynamics 365 Invoice Processing
- Central dashboard with invoice status 24/7
- Invoices automatically sent to users to review and approve
- Cuts invoice processing costs in half
Dynamics 365 AP Workflow
- Invoices are gathered into a central dashboard, and automatically sent to managers to review and approve. Once approved, invoices are sent to Dynamics.
- Ability to flag invoices or line items and send them to business users for review and approval
- Automatic notifications and reminders
Dynamics 365 PO Matching
- Purchase orders, supplier invoices, and goods receipts are automatically matched
- Exceptions are flagged for reconciliation
- Provides an audit trail and ensures accuracy of data
- Internal and external purchase orders
Invoice Archive & Audit
- Step-by-step documented history of invoice transactions, including communications between internal staff and suppliers
- Provides basis of objectivity for enquiries or investigations
- Complete searchable archive
Seamless bi-directional integration with:
- Dynamics 365 – Business Central
- Dynamics 365 – Finance & Operations
More product details and key benefits in the tabs above.
Seamless Integration with Microsoft Dynamics 365
Unlimited Users – Pricing Based on Volume | Modules-Based Software Solution Grows With Your Company
Outstanding Service & Support
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Contact Us: Phone: +1 416 968-2335 (Canada)
E-mail: sales@echovera.com
EchoVera Inc. provides Sales Order Automation, Intelligent OCR and AP Automation to organizations looking to reduce costs and increase the efficiency of their financial operations. EchoVera brings over 30 years experience to clients worldwide.