No matter which approach you select, now is the time to begin the journey towards automation.

Getting AP automation right isn't hard

Bueyrs Guide Cover Every company has their special needs and requirements. However, the AP process is generally very similar across all organizations, and there are tried and true methods for doing AP well. Dooap is built to provide you with a great experience without an extensive implementation project.

How the solutions differ and why that matters

Built for Dynamics 365 FO

Dynamics-specific AP solutions, such as Dooap, make the most of the data already in place inside Dynamics. These solutions also follow the business logic rules and standard purchase functionalities of your ERP system.

Some of the solutions rely on Dynamics' user interface and are embedded in to the system. Others like Dooap use a rich set of modern integrations to work seamlessly alongside Dynamics – without any impact on your ERP's performance or update schedule.

Generic but integrated

There are many generic best-of-breed solutions for AP automation. Some of them have Dynamics-specific integration packages and are quite easy to implement.

It is common for the generic solutions to utilize less on the data from inside the ERP and rely more on solution-specific data. This means that the information doesn't flow in real-time between Dynamics and the AP solution, so you need to make sure that your master data management is clear and data is well maintained.

Standard AP tools in Dynamics

Dynamics 365 FO has a standard toolset for handling the AP process, and the tools are evolving and gaining more features over time. However, the standard AP functionality within Dynamics is bound to all the limitations of the ERP system and its UI which might hinder the user experience for AP staff, reviewers and approvers alike.

In contrast to standard Dynamics functionality, purpose-built AP automation solutions, like Dooap, have a large set of features that make the process smoother, user friendlier and more automatic.

Make sure to ask for these features

Touchless invoice processing

Most invoices should flow through the process automatically, without any human intervention.

Matching of Purchase Order (PO) invoices automatically and manually
Matching of Reoccurring / Contract-based invoices automatically and manually
Automatic coding of invoices (templates, machine learning, RPA)

Effective data input and validation

Some invoices need manual work and validation. Your AP solution should have powerful tools for this.

Invoice picture and attachment handling
Ledger account coding
Multi-line copy-paste
Desktop-grade mobile app functionality
Flexible and easy to manage workflows
Period-end procedures for open invoices
Multi-company handling within a single view

Auditing and collaboration

Information should flow easily between all parties involved. Plus, there has to be a clear and comprehensive audit log.

Visible and transparent collaboration, commenting and messaging
Full action history log per invoice
Advances reporting and analytics
Document archive

Buyer's Guide to AP Automation

As a buyer, you’re faced with lots of different approaches that can tie in your AP automation with your ERP. We’ve collected the key pros and cons of each philosophy for you to compare and help you make your choice.