D365FO – Invoice Automation Software

Cloud based invoice automation with seamless integration to Dynamics 365 for Finance and Operations – D365FO.

Accounts Payable Automation for D365FO

Reduce cycle times in your AP process and increase growth without adding headcount.

  • Automated invoice capture
  • Flexible approval workflows
  • Automated invoice processing
  • Automated PO matching
  • Digital archive for audit

Palette’s platform for AP Automation for Microsoft Dynamics AX 365 Finance and Operations boosts your investment in your ERP. The integration is Microsoft certified and available in AppSource.

“Email approvals mean I don’t have to learn
yet another dashboard.”

Tomas | CEO

Invoice automation for Dynamics AX 365 Finance and Operations

Invoice Data Capture

Using artificial intelligence and capture automation, data is intuitively extracted from both paper or emailed invoices eliminating time-consuming and costly manual data entry.

The invoice capture solution is capable of automatically and intuitively detecting and learning unique supplier invoices based on their respective layouts.

It’s not uncommon to reach up to 95% accuracy data capture for scanned paper invoices. With electronic invoice formats data capture accuracy reaches 100% – with no added cost for suppliers.

More about Invoice Capturing

Automated accounts payable processes for Dynamics AX 365 Finance and Operations
Automated accounts payable processes for Dynamics AX 365 Finance and Operations

AP Workflow for D365FO

An invoice approval workflow refers to the process of approving invoices before the payment is processed in D365FO. Using an automated and digital workflow and a central dashboard, Palette automates the processing of invoices. Approved invoices are transferred to AX Finance using our standard integration.

  • Have visibility into Accounts Payable balances and payment/approval status
  • “Drag & Drop” approval workflows, ad hoc routing
  • Approvals are made directly in email or a mobile device

Read more about Approval Workflow

2 & 3-way PO matching

Palettes unique cascading matching system matches invoices against purchase orders at the header or line level. If a “no-match” situation, or if a non-PO invoice arrives in the D365 for Finance and Operations invoice processing workflow Palette uses intelligent 2 or 3-way invoice matching to automatically match the invoice to a PO or goods receipt. The appropriate approver or exception handler promptly gets notification and access to the information needed to clear exceptions.

  • Invoices, purchase orders, and goods receipts are matched by the software
  • Match items at both the header or line level, whether it is 50 lines or 500 lines
  • Complete audit trail of approvals and communications become part of the transaction record

More about our PO workflow

Invoice Automation with PO match for D365FO

“No more finger pointing! We can see where
the bottleneck is and address it.”

Cara | AP Manager

D365FO integration for AP Automation and Purchase to Pay

Recurring Invoices

Recurring invoices are matched to account numbers or contracts, posted to the proper charge codes and approved for payment in D365FO. Reminders are sent when a contract is about to expire. If required, expenses are split between different departments.

  • Repeat invoices are matched to account numbers or contracts
  • Self-billing for contracts that do not have vendor invoices
  • Manages spending and renewal process

Learn about our functionality for Recurring Invoices

“The intuitive interface means fewer calls for
assistance from people using Palette”

Lisa | CIO

Archive and Audit for AX Finance

A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Palette for D365 for Finance and Operations creates a complete, searchable archive for reference and auditing purposes.

  • Faster audit process
  • Provides the basis of objectivity for investigations
  • Raises compliance standards for the entire organization

More about our Audit Trail feature

Digital Archive of supplier invoices for Dynamics 365 for Finance and Operations

“How do you enforce what’s in a binder? Palette ensures policies are followed on each and every transaction.”

Lawrence | CFO

Benefits of integrating Palette’s AP automation software with Dynamics 365 for Finance and Operations

Sustainability, efficiency and visibility – just to name a few of the positive impacts of automating accounts payable. While an ERP system like Dynamics 365 Finance and Operations has its own functionality, there is much more to capitalize on integrating D365FO with the right AP automation software.

An ERP system in conjunction with Palette’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of the ERPs core functionality.

It streamlines an organization’s accounts payable processes and creates an automatic, flexible and intelligent D365FO workflow.

Palette’s AP Solution is hosted on the Microsoft Azure Cloud Platform which guarantees world class security. Our integration is also certified by Microsoft and available in AppSource

Download brochure free of charge! D365FO Integration by Palette Software

Integration sheet for Dynamics 365 for Finance and Operations

Palette’s standard D365FO integration is already in use by 100+ customers. Learn more about the Integration between Palette’s AP Automation solution and your ERP:

  • Dynamics 365 for Finance and Operation

The fact sheet is free of charge and will be sent to an email address of your choice.

Are you ready to take the next step?

Let us know what problem are you looking to solve.