10 Best Tools For AP & Invoice Automation For Dynamics

Select the best AP & Invoice Automation software by reviewing and comparing the top tools for AP & Invoice Automation for Dynamics:

AP or Accounts Payable is the money that a business enterprise owes to its suppliers. Most businesses appoint a team of professionals to look after the accounts payable process so that they do not have to face any overdue payments or pay inaccurately.

AP professionals are also responsible for maintaining proper records of the cash flow which can be used in times of audit.

AP & Invoice Automation For Dynamics

The crucial tasks of AP and invoicing need to be done with utmost attention and accuracy. Any mistake can prove to be costly to the company.

There are some very useful and powerful AP and Invoice Automation software tools for dynamics.

Let us explore the tools.

The software for AP & invoice automation for Dynamics usually gives you the following top features:

1. Seamless integration with Microsoft Dynamics and/or Dynamics 365.
2. Tools to capture documents through attachments, integrations, etc., data extraction from them, data validation, routing them for approval, and sending to Dynamics for payments processing.
3. Tools for managers to monitor every single move of the team members, track every pending APs, and get a complete history of invoices.
4. Accessibility to different devices allows fast and on-time approval of invoices.
5. Fraud detection tools.

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In this article, we will give you a list of the top best tools for AP & invoice automation for Dynamics. The comparison table and detailed reviews will help you choose suitable software for your business.

Further Reading => List of the BEST Invoice Generators of the Year

List of the Top Tools for AP & Invoice Automation for Dynamics

Popular AP & Invoice Automation tools list:

1. Pairsoft.com (Recommended)
2. PaperSave.com (Recommended)
3. DOKKA
4. AvidXchange
5. Hyland
6. Bottomline
7. Vision360 Enterprise
8. Centsoft
9. SK Global Software
10. Easy Access
11. Dooap

Comparing the Best AP & Invoice Automation Tools

Detailed Reviews:

#1) Pairsoft.com (Recommended)

Best for powerful automation tools.

Pairsoft.com has highly useful automation tools for you.

It offers automation tools to capture documents through integrations, attachments, etc., extract data from them, validate their accuracy, handle the job of routing the documents according to your rules and move the approved AP transactions into Dynamics, thus eliminating data entry.

You can easily integrate with platforms like Blackbaud, Microsoft Dynamics, Intacct, and Dynamics 365.

Features:

• Directly integrates with your ERP within the platform, allowing all data to be housed in one location.
• Captures invoices as an email, fax, packing slip, etc.
• Automation tools for data extraction from documents, grouping them, and much more.
• Tools for transforming the traditional paper-based, error-prone, and lengthy processes into fast and more accurate, electronic processes.
• Data protection tools include assigning roles to the teams, monitoring their actions, and getting reports about the history of data changes, so that everyone can be held responsible for their actions.

Also Read => Top Procurement for Dynamics GP

Verdict: The automation tools provided by Pairsoft.com can reduce manual tasks, human errors, and frauds.

They saved $1,00,000 per year for MTN Satellite Communications, increased efficiency in their administration, and dropped the number of customers’ complaints about unpaid voices.

Albrecht Incorporated started completing their invoice payment process, which includes over 3000 invoices, in just two days, which actually took them a span of two weeks earlier.

All these data are proof of the reliability of Pairsoft.com. It is a highly recommended tool for AP & Invoice Automation for Dynamics.

Price: Contact directly for pricing.

#2) PaperSave.com (Recommended)

Best for seamless integration with dynamics.

Offered by the makers of Pairsoft, PaperSave.com is another trusted platform for AP & Invoice automation. They aim at transforming the manual processes with help of Dynamics, into a whole electronic workflow.

They store all your important files in a cloud-based repository, offer smooth integration with Dynamics, and offer some highly beneficial automation tools for processing the accounts payable and the invoices.

Suggested Read => List of Best ERP Automation Software

Features:

• Smooth integration with Dynamics 365.
• Automation tools for AP automation include capturing the transactions in the form of emails, scans, Microsoft Office documents, and packing slips, creating routes for automatic approval of documents, finding and retrieving documents easily, and assigning and monitoring roles of each member to monitor the approval process.
• Automation tools for invoice processing, including documents’ import, validation, sending the approved AP transactions into dynamics, extracting data for creating AP transactions, and routing the invoice files, as per your rules.

Verdict: The users of PaperSave.com report the tool has been a great help in making their business work 100% remotely. Some users also state that the audit process has become extremely simple for them.

The automation tools are powerful and smart. You can get the AP transactions process done smoothly while having complete details of all members’ activities.

Price: Contact directly for pricing.

#3) DOKKA

Best for Invoice Workflow Automation.

With DOKKA, you get an AI-powered, cloud-based AP automation software. Most people familiar with the software use it for invoice process automation. The software can be used to automate every aspect of the invoicing process. From collecting data to approval and secure storage, DOKKA can streamline the entire process from start to finish.

You can also use DOKKA to set custom approval workflows. You can just sit back and relax as the software automatically sends invoice approval requests to relevant folks. The software also does a good job of reconciling between goods receipts, invoices, and purchase orders. Besides processing of invoices, you can also count on DOKKA to store your documents in a secure online database.

Features:

• Automate approval workflows
• 2-way and 3-way invoice matching
• Smart document management
• Automated journal entry creation
• Automated invoice collection

Verdict: As an AP automation software, DOKKA excels at invoice processing, document management, and setting automated approval workflows. This very well might be one of the fastest AP automation tools in the market today. DOKKA also integrates seamlessly with Microsoft Dynamics. Trusted by thousands of users worldwide, DOKKA deserves a spot on this list.

Price: Contact for a quote. A free demo is also available upon request.

#4) AvidXchange

Best for a dedicated support team.

AvidXchange is a trusted platform that provides automation tools for the AP and payment processes.

The invoicing and accounts payable processes can become 100% electronic with AvidXchange and Microsoft Dynamics and you will work remotely, which is the need of the hour.

Features:

• A team of dedicated members that understands the conditions of your suppliers for accepting the e-payments.
• Transforms the invoicing and AP process into a 100% electronic one.
• Fraud detection tools.
• Recurring billing.
• Integration with many applications for processing payments.

Verdict: As reported by a user, AvidXchange has helped them reduce the time they used to take in processing a purchase order. The whole process used to take about 45 minutes to complete manually, which is now done in merely 3 minutes.

The users of AvidXchange can work remotely, reduce their costs and possibilities of fraud and get scope for growth.

Price: Contact directly for prices.

Website: AvidXchange

Further Reading => List of the BEST AvidXchange Alternatives

#5) Hyland

Best for being a trusted platform for AP automation and visibility features.

Hyland is a popular name in the field of AP and invoice automation for Dynamics. Founded in 1991, Hyland today has its offices at 30 locations across the globe and has more than 4000 employees.

They claim that they have served over 50% of the 2019 Fortune 100 companies and over 19,000 customers till now.

Features:

• Integration with SAP, Workday, Microsoft Dynamics 365, JD Edwards EnterpriseONE, and more.
• Starts processing the payment, just at the moment of receiving an invoice.
• AI-based system captures data from files of any format, i.e., email, fax, etc.
• Tools for the managers to monitor the operations and workload of each team member.

Verdict: Hyland is a highly trusted, renowned, and recommended application for AP and invoice processing. The automation and integration tools and features for the managers for taking care of the operations are praiseworthy.

Price: Contact directly for pricing.

Website: Hyland

#6) Bottomline

Best for offering a wide range of powerful features.

Built with the principles of delighting the customers by doing the right thing, Bottomline is a great platform for transforming the business payments processes.

This powerful platform is loaded with tools for automation, AI-based fraud detection, visibility and monitoring tools, and much more.

Features:

• Tools for automatic image and data capture, to avoid manual data entry as well as the possibility of human errors.
• An interactive dashboard and powerful reporting tools that let you see the real status of the operations.
• Compatibility with every device, including mobile devices, allows the team to approve invoices anytime, from anywhere.
• Easy to use tools that require minimal or no training.

Verdict: Serving in 92 countries across the globe and trusted by over 600,000 companies, Bottomline is truly a highly beneficial platform for your AP & Invoice automation for Dynamics.

The range of features is very broad, which includes payments and cash management, financial documents automation, fraud detection, financial crime management, and more.

Price: Contact directly for pricing.

Website: Bottomline

Further Reading => Most Popular Microsoft Dynamics 365 Partners

#7) Vision360 Enterprise

Best for seamless integration with Microsoft Dynamics 365.

Vision360 Enterprise is a highly useful platform that provides accounts payable solutions.

The system offers you automation tools for capturing invoices, routing them for approvals, invoice matching, coding, and transferring the invoices to Microsoft Dynamics 365.

Features:

• Direct connection with Microsoft Dynamics 365
• Automation tools for invoice matching, coding, and approvals
• Transforms the whole AP & Invoice processing into a paperless one.
• 100% view of the supplier invoices.

Verdict: Vision360 Enterprise is an easy-to-use platform that makes the accounts payable process 100% paperless, maintains accessible data of electronic invoices, seamlessly integrates with Microsoft Dynamics 365, and offers many more highly useful tools.

Price: Contact directly for pricing.

Website: Vision360 Enterprise

#8) Centsoft

Best for being a fast and easy-to-use solution for your AP automation needs.

Founded in 2006, Centsoft AP Automation is a user-friendly platform that gives you feature for invoice capturing, allows approving them through a mobile, reminds you about any due invoices, does the job data scanning and storing in the Centsoft dashboard, and sends the processed invoices to Dynamics.

Features:

• Approvers can view and approve the invoices from any device.
• Reminders that notify you of due invoices.
• Automatic scanning of invoices data entry into Centsoft dashboard.
• The processed and approved invoices are automatically sent to QuickBooks Dynamics 365.

Verdict: Trusted by more than 10,000 companies having processed over 13,000,000 invoices to date, and having high ratings and nice reviews from its customers, Centsoft is highly recommended for small to medium-sized businesses.

Price: Contact directly for a price quote.

Website: Centsoft

Further Reading => Most Popular Stampli Competitors in the Market

#9) SK Global Software

Best for end-to-end AP automation tools.

Founded in 1995, SK Global Software provides banking and treasurer automation solutions for Microsoft Dynamics 365 and Microsoft Dynamics AX.

The end-to-end accounts payable automation solutions include scanning of paper invoices, automated workflow according to your rules, sending emails to the approvers, and much more.

Features:

• Automation tools for the scanning of paper invoices and adding them to the workflow, then importing them to Microsoft Dynamics 365.
• Automated emails are being sent to the approvers
• Lets the AP team have a look into insights about invoices, historical data, and pending approvals
• Allows the administrators to make changes to the invoice processing route, at any time.

Verdict: Having over 1600 customers from different industries, SK Global Software is a user-friendly, trusted automation solutions provider for accounts payable.

The software has teamed up with SignUp software, in order to offer end-to-end AP automation solutions.

Price: Contact directly for prices.

Website: SK Global Software

#10) Easy Access

Best for providing you clear visibility into the complete history of the workflow.

Easy Access is a U.S.-based account payable solutions provider.

They aim to provide you solutions for seamless integration with Microsoft Dynamics, processing invoices, validating data, powerful reporting, and analytics tools that allow 100% transparency into the whole process.

Features:

• Seamless integration with Microsoft Dynamics
• Reporting and analytical tools
• Digitally captures invoices
• Automation tools for routing invoices from capture to approval and export to Microsoft Dynamics.
• Maintains complete history of the workflow, to help you in the audit process.

Verdict: Easy Access is a highly recommended, easy-to-use tool for automation tools as well as tools for reporting and analytics, maintaining data for audit, seamless integration with Microsoft Dynamics GP and so much more.

Price: Contact directly for pricing details.

Website: Easy Access

Also Read => List of the TOP Procurement for Dynamics Business Central

#11) Dooap

Best for being mobile-friendly and easy to use.

Dooap is a cloud-based, mobile-friendly application that provides AP automation solutions for Microsoft Dynamics 365 Finance and AX 2012.

The features offered by Dooap include invoice processing, routing, approvals management, fraud detection, and more.

Features:

• A mobile-friendly, cloud-based platform
• A training session that tells you about the best ways to get the desired outcomes
• Fraud detection tools
• Tools to automate the whole AP workflow process.

Verdict: Trusted by popular companies like Geotab, Colly Company, Apiject, and many more, Dooap is a reliable name with easy-to-use tools for automation.

The makers are highly motivated towards making constant innovations depending upon the needs of the time. The platform is recommended for businesses of all sizes.

Price: Contact directly for pricing details.

Website: Dooap

Further Reading => List of the BEST Procurement Integrations for Blackbaud FE

Frequently Asked Questions

Conclusion

AP & Invoice Automation for Dynamics is the need of the hour. The biggest benefit of software that helps you in making the AP & invoicing process touchless and paperless is that they make the process more accurate, fast, and less prone to frauds.

They allow you to run your business remotely, while the AP & invoicing process can take place on its own, according to your pre-decided rules, while you can always observe the whole process, manage the team’s workload, and have a complete history of who approved what.

Some of the best tools for AP & Invoice automation for Dynamics are Pairsoft.com, PaperSave.com, AvidXchange, Hyland, Vision360 Enterprise, Dooap, and Bottomline.

Research Process:

• Time is taken to research this article: We spent 10 hours researching and writing this article so you can get a useful summarized list of tools with a comparison of each for your quick review.
• Total tools researched online: 17
• Top tools shortlisted for review: 11