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
The first step in AP automation is getting invoices into a digital format as early as possible.
Invoices may arrive in different formats:
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.
For paper or emailed invoices, OCR (Optical Character Recognition) extracts invoice data automatically.
Organizations can:
Once captured, invoice data becomes structured and ready for processing.
One of the most powerful features of AP automation is the ability to learn from historical invoices.
Typically:
Over time, this significantly reduces manual workload.
Instead of processing every invoice, the AP team only handles exceptions and unusual cases.
Once invoices are captured, the AP processing happens in the Dooap web application.
AP users can:
The interface focuses on exception handling, allowing users to quickly resolve issues.
For PO invoices, Dooap performs two-way or three-way matching against Dynamics data.
The system automatically checks:
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.
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.
Approvers don’t need to log into the ERP to approve invoices.
With the Dooap mobile app, approvers can:
This makes it easy for managers to approve invoices from anywhere.
Once approved, invoices are automatically transferred to Microsoft Dynamics 365 or AX.
Inside Dynamics, users can still access:
This ensures complete transparency and audit readiness.
Dooap also includes Power BI dashboards that provide insights across the AP process.
Role-based dashboards are available for:
These dashboards include KPIs such as:
Everything is drillable down to transaction-level detail.
Dooap is built specifically for Microsoft Dynamics 365 Finance and AX 2012.
The integration ensures:
New Dooap features are released every two months, with flexible update options.
AP automation can dramatically reduce manual workload while improving accuracy, control, and visibility.
In this demo, you can see how Dooap:
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.