In this section you will find our latest downloadable materials, such as our Guidebooks. Take a look around, see what you like and download it.

What do you have to do to successfully automate AP?

This series of guidebooks will help you start the process and get you on the right path on your automation journey.

Download the whole series







Automation has greatly impacted organizations and industries across the globe – replacing manual tasks and streamlining processes, while delivering major financial benefits and competitive advantage along the way. So, what do you have to do to successfully automate AP? This series of guidebooks will help you start the process and get you on the right path. The first booklet provides insight into AP process development to help you effectively prepare for automation.



When it comes to invoices, it’s all about the data. The type of data, the format and the way that the data is captured are all things to consider as you transform your invoices from paper to digital and prepare for automation. This guidebook explains how you can digitize and improve the quality of your invoices as you get ready to automate. This guidebook – along with Guidebook 1 on The AP Process – will get you on the right path on your automation journey.



Organizations are quickly embracing the cloud because of the many benefits it offers – it’s flexible, easy to manage, and available from anywhere – and it’s no wonder that AP departments are getting on the bandwagon. This guidebook covers the role of IT in establishing AP automation in the cloud, and the issues CIOs and IT professionals should consider as they make this digital transition. Designed for CIOs and IT departments running Dynamics 365 or AX2012, this guidebook will help your organization effectively transition to AP automation and reap the productivity gains and cost savings that it delivers.


No. 4  – Tackling Change

Yes! Finally you made the decision to move to invoice automation and benefit from streamlined processes, efficiencies and reduced costs. The next step is figuring out how to successfully make the transition. A key challenge you face: people just don’t like change. While change can seem difficult, it doesn’t need to be. This guidebook lays out the steps for moving from paper based, manual processes to automated ones in the easiest, most effective way. It also provides tips on how to engage the AP department and others on this journey to bring them along with you.



To reach our final destination, we need to take a look at what the future holds for Accounts Payable to be in a good position to take advantage of it. This booklet focuses on key trends impacting AP in the future. It provides insights to help key decision-makers, such as CFOs, CIOs, Controllers and AP Managers, stay on top of the key AP developments to leverage the latest technologies and gain critical business benefits.

More Content

A Guide to Robotic Process Automation

Robotic Process Automation (RPA) is the application of technology to tasks that cannot be automated using traditional systems. A software robot mimics the work of a human, and works with other applications, such as ERP systems, via its user interface, just like humans do.

This guide provides key information for businesses interested in robotic process automation. It briefly presents the benefits of RPA, its optimal use cases, and concrete examples how businesses can use software robots. At the end of the guide, you will find five easy steps to help you get started with RPA.

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Research Report: The State of AP Automation in the Microsoft Dynamics Ecosytem

AP departments using Dynamics ERP systems are currently below partially automated. The amount of manual processing is causing problems for the majority of Dynamics customers, especially within small and medium-sized enterprises. But the good news is that organizations recognize the need for change.

43% of organizations in the Dynamics ecosystem list implementing an AP Automation solution as one their key priorities in 2019. Organizations are also seeking to eliminate paper and reduce manual tasks, improve visibility into invoice and payment data as well as reduce processing costs – all of which can be addressed by implementing AP Automation.

Download the Report →