A Step-by-Step Demo of Dooap

Accounts payable teams using Microsoft Dynamics 365 Finance or AX 2012 often face the same challenges: manual invoice entry, complex approval processes, and limited visibility into invoice status.

AP automation solves these problems by digitizing invoices, automating workflows, and applying machine learning to repetitive tasks.

In this post, we walk through how Dooap automates the AP process in Dynamics 365—from invoice capture to approval and analytics.

You can watch the full demo below:

▶ Watch the demo:
12-minute Dooap Demo

Step 1: Digitizing Invoices Early

The first step in AP automation is getting invoices into a digital format as early as possible.

Invoices may arrive in different formats:

• Paper invoices
• PDF invoices
• Email attachments
• XML invoices
• EDI invoices

Dooap supports all of these formats and automates the capture process.

AI actions are applied to incoming invoices so that AP teams only need to handle exceptions rather than every invoice manually.

Step 2: Capturing Invoice Data with OCR

For paper or emailed invoices, OCR (Optical Character Recognition) extracts invoice data automatically.

Organizations can:

• Use their existing OCR solution
• Use Dooap’s Capture as a Service
• Receive e-invoices directly

Once captured, invoice data becomes structured and ready for processing.

Step 3: AI Actions Handle Repetitive Work

One of the most powerful features of AP automation is the ability to learn from historical invoices.

Typically:

• One AP user reviews exceptions
• Corrections made by that user teach the system
• Future invoices are handled automatically

Over time, this significantly reduces manual workload.

Instead of processing every invoice, the AP team only handles exceptions and unusual cases.

Step 4: Processing Invoices in the Dooap Web App

Once invoices are captured, the AP processing happens in the Dooap web application.

AP users can:

• Review captured invoice data
• See the original invoice image
• Manage workflows
• Perform PO matching
• Handle non-PO invoice coding

The interface focuses on exception handling, allowing users to quickly resolve issues.

Step 5: Automatic PO Matching

For PO invoices, Dooap performs two-way or three-way matching against Dynamics data.

The system automatically checks:

• Purchase orders
• Product receipts
• Matching policies
• Duplicate invoices

If everything matches, invoices can move forward automatically.

If something doesn’t match—such as a miscellaneous charge—the system highlights the difference so the AP user can resolve it quickly.

Step 6: Automating Non-PO Invoice Coding

Non-PO invoices often require manual coding.

Dooap simplifies this using machine learning suggestions based on historical data.

The system analyzes past invoices and suggests the most likely coding.

If confidence is high enough, the coding can even be applied automatically.

All coding follows the account structures defined in Dynamics, preventing incorrect combinations.

Step 7: Mobile Invoice Approvals

Approvers don’t need to log into the ERP to approve invoices.

With the Dooap mobile app, approvers can:

• Receive notifications for invoices awaiting approval
• View invoice images and attachments
• Check workflow history
• See coding and comments
• Approve invoices with a simple swipe

This makes it easy for managers to approve invoices from anywhere.

Step 8: Posting Invoices Automatically to Dynamics

Once approved, invoices are automatically transferred to Microsoft Dynamics 365 or AX.

Inside Dynamics, users can still access:

• The original invoice image
• Coding details
• Matching information
• Workflow history
• Full audit logs

This ensures complete transparency and audit readiness.

Built-In Analytics with Power BI

Dooap also includes Power BI dashboards that provide insights across the AP process.

Role-based dashboards are available for:

• CFOs
• AP teams
• Purchasing teams
• IT and audit teams

These dashboards include KPIs such as:

• Invoice processing times
• Approval bottlenecks
• Vendor analytics
• Unapproved invoice visibility
• Audit reporting

Everything is drillable down to transaction-level detail.

Designed for Dynamics 365

Dooap is built specifically for Microsoft Dynamics 365 Finance and AX 2012.

The integration ensures:

• Continuous compatibility with Dynamics updates
• Seamless access to Dynamics data
• Secure Azure-based authentication
• Consistent account structures and workflows

New Dooap features are released every two months, with flexible update options.

See Dooap in Action

AP automation can dramatically reduce manual workload while improving accuracy, control, and visibility.

In this demo, you can see how Dooap:

• Digitizes invoices
• Automates PO matching
• Uses machine learning for coding
• Enables mobile approvals
• Provides real-time analytics

Watch the full demo here: 12-minute Dooap Demo

If you're exploring AP automation for Dynamics 365, Dooap can help streamline your entire invoice process—from capture to payment.