AP Invoice Automation
Looking for an easy way to save time on invoicing?
Our automation tool boosts efficiency without sacrificing accuracy, helping you increase productivity, collaboration, and revenue while lowering costs.
Automation streamlines manual tasks, boosting efficiency, productivity, and revenue while cutting costs. It enhances collaboration and creates better experiences for both employees and customers, driving a more effective business.
Benefits
How does AP invoice Automation Help Your Business?
Flexible Configuration
By using your existing Office 365 subscription in conjunction with SharePoint and Microsoft Power Automate, you can achieve an endlessly configurable invoice automation system with lower costs to your company.
Time Saving
Capture vendor invoices with flexible and numerous methods, including; from email, check request, mobile app or vendor portal options. Extract key data using OCR and predefined app templates for automation with live integration to your ERP solution.
Always Secure
We have built in integration with Power Automate workflows, SharePoint storage and design, Power App check requests and Azure AI Document Intelligence. All this using a platform that is backed with Microsoft security.
Integrations
Fully compatible with many ERPs
Features
What to expect in workflow automation software?
Live Integration with ERP
Our EasyAP365 app is integrated with your ERP system. When the invoice is approved it immediately creates the appropriate transaction in real-time and supports both Purchase Order and Non-PO invoices.
Office 365 Based
The product is based on your Microsoft’s Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow, SharePoint for integrated OCR, Power BI for Analytics and Power Apps for mobile.
Automation Templates
Create unlimited allocation templates for both Purchase Order and Non-PO invoices based on vendors, departments, projects, etc… to auto-populate information and eliminate manual entry.
Check Request and Vendor Onboarding
The solution can accommodate diverse business processes such as vendor onboarding processes as well as internal check request invoice submittal.
OCR (Optical Character Recognition)
OCR is performed on the invoices to extract key information that can be used for workflow, routing and integration.
Microsoft Teams Integration
Fully integrated with Microsoft Teams, allowing all aspects of the submission, processing, and review and approval to be managed directly from the Teams App.
FAQS
Got Questions? We’ve got answers.
Why use Office 365 for AP Invoice Automation?
Microsoft Office 365 and the Power Platform provide the perfect framework as all of the building blocks of invoice automation are already there and our customers already own them. EasyAP365 harnesses Office 365 features to provide a better solution at a lower cost than the competition. Invoices are stored in SharePoint libraries and lists, workflow is provided by Power Automate, collaboration by Teams, security by Azure AD, mobility by Power Apps, and reporting by Power BI. All of these products are the foundation of our customer’s business as well as our invoice automation application.
Where is my data stored?
All your data is stored securely in your Office 365 tenant, either cloud based or on-premise. Our solution passes such standards as HIPAA and The Personal Information Protection Act (PIPA).
How long does an implementation take?
Our standard implementation timeframe is from 1-2 to months. This can of course vary based on requirements and complexity.
What is our implementation process?
Is there a mobile app?
Yes, invoices can be submitted or reviewed from a mobile app. All of invoice automation including the submission, review and processing of invoices can occur from a mobile phone.
Does EasyAP365 include approval workflows?
Yes, EasyAP365 may trigger Microsoft Power Automate to handle your desired approval processes.
Can I set it up myself?
Yes, if you are familiar with Office 365 technology you can configure your own implementation.
Can I enter invoices directly from Office 365?
Yes, EasyAP365 works within Office 365 so you don’t have to log in and out of apps. This includes the use of emails, Teams, or check request submission of vendor invoices.
How well does OCR work?
DynamicPoint has partnered with the best and most reliable Office 365 OCR tools in the marketplace and embedded their features in EasyAP365. If you want try and see for yourself, upload your own invoices here.
Which ERP systems do you integrate with?
Check out our EasyAP365 ERP integration page for the full list of ERP applications integrated with our EasyAP365 product. Please contact us if you don’t see yours.
Who is it For?
Is DynamicPoint right for you?
Office 365
The most important criteria is if you are a Microsoft Office 365 customer. Our EasyAP365 product leverages this framework.
Flexibility
We are most appreciated by companies looking for an extremely flexible solution that can be tailored to their unique business requirements.
ERP
Our EasyAP365 provides the automation of the receipt, OCR, management and approval of the invoice. An accounting system is needed for the payment.
Save time on invoicing with DynamicPoint Today
Worried about the learning curve? Our solution integrates seamlessly into your existing systems with minimal setup, and our support team is available to ensure a smooth transition.