Automate Your Invoice Processing

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Leverage Investment in Office 365

Office 365 Invoice Automation Solution

EasyAP365

Automate Invoice Processing. Fast. Easy. Accurate.

DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

Shannon I. | Glidewell Laboratories

Features

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.

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, Power BI for Analytics and PowerApps for mobile.

SharePoint Extensibility

By leveraging SharePoint, you can take advantage of built-in OCR, workflow, security, branding, content management, etc., straight from Microsoft.

OCR (Optical Character Recognition)

OCR is performed on the invoices to extract key information that can be used for workflow, routing and integration.

PO and Non-PO Invoices

EasyAP365 supports invoices that are being matched to Purchase Orders as well as those that need to be entered without a match.

Allocation Templates

Create unlimited allocation templates based on vendors, departments, projects, etc… to auto-populate information and eliminate manual entry.

New Vendor Request

Establish a workflow process for new vendor requests with integration with the underlying ERP data when the request is approved.

Mobile Approval

Easily review and approve invoices on your mobile device using the Microsoft Power Automate app or if you prefer, manage your tasks directly from Microsoft Teams.

Flexible Submission Methods

Ability to receive an invoice from a vendor in various ways, including email, website, mobile app, scanner, etc. If you’d prefer invoices to be submitted from our vendor portal, that is an option as well.

Check Request

A check request can be completed on a pc, tablet or mobile app and includes a picture of the invoice that is to be reimbursed. From there, workflows can be applied to ensure the required authorizations are obtained.

Secure Solution

Meets such requirements as HIPAA for security.

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.

Benefits

Real Time

Details on invoices, approval status, audits, ERP coding is a major benefit to automating your process.

Savings

Internal invoices processing costs can be expected to decrease as your manual process is streamlined.

Discounts

Route, review and approve invoices in a fraction of manual processing times. Capture early payment discounts from vendors more often as the invoice approval and payment is streamlined.

Streamline AP Processes

Automation of invoice data entry with flexible submittal methods, from digital sources, including mobile, email and vendor portals, OCR, predefined templates, and integration to your ERP solution.

Robust and Cost Effective

By using your existing Office 365 subscription in conjunction with SharePoint and Microsoft Power Automate, you can achieve a robust invoice automation system with minimal costs to your organization.

Leverage What You Own

By using Office 365 as our platform, we have access to Microsoft Power Automate workflows, SharePoint security and design, integrated OCR, Microsoft Forms vendor on-boarding and check requests, all using a platform that you most likely already own.

Why Customers Love DynamicPoint

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  • Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us and the client. Thank you.

    Brenda N.,
    Senior Director, Technology Services | RSM US LLP

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  • IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves as a true business Partner by ensuring the customer is getting the value they expect from their product, it’s this character and culture of their team that validates my decision to partner with DynamicPoint.

    Chris E.,
    Director of Business and Quality Information Systems | OneBlood, Inc

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  • We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority through every question and conversation.

    Amy T.,
    Sr. Manager Business Applications & IT Support Services | CBORD

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  • DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

    Shannon I.,
    Glidewell Laboratories

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  • Great expertise with both Microsoft Dynamics GP and SharePoint. DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint for any GP customization or SharePoint development.

    Ron T.
    T.D. Williamson Inc.

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