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15 AP Automation Tips for Microsoft Dynamics 365 Business Central and NAV Users

by Anya Ciecierski
Co-Founder, ERP/CRM Software Blog
January 30 2024

Microsoft Dynamics 365 BC/NAV has robust capabilities for automating accounts payable processes. But some challenges require a further boost.

AP automation technology goes beyond core ERP features to automate routine activities such as receiving invoices, coding, routing for approval, payment, and reconciliation. These solutions eliminate lots of manual data entry, although in some cases, approvers may need to sign off on payments. AP automation software typically also provides dashboards and analytic tools that help manage the AP process and diagnose problems. Because all AP data is digitized and stored within a single system, it's easier to search for and audit the information.

MSDW and ERP Software Blog have partnered to bring you a new AP Automation Comparison Showcase. This virtual event on February 21 is for NAV and BC customers and consultants and will introduce you to ISV solutions that can maximize the value of Dynamics ERP solutions by helping achieve AP automation excellence.

BONUS: attendees will receive an exclusive Comparison Checklist PDF that compares answers to 10 top questions about the five solutions presented.

15 AP Automation Showcase Takeaways

We asked our expert presenters to give us a sneak preview of the information our readers can expect to take away from the event. Here's what they told us: 

DynamicPoint will feature their Office 365 AP Invoice Automation solution.

  • DynamicPoint will show the benefits of using the Office 365 framework to automate AP invoices.
  • DynamicPoint will stress the flexibility and extensibility of using a framework solution.
  • DynamicPoint will explain the savings you can achieve using a solution you already own.

TrinDocs builds real-world accounting solutions tailored to their clients to increase efficiency and visibility across the organization.

•   TrinDocs is the 1st AP Automation solution for Dynamic 365 BC on Microsoft AppSource.

•   TrinDocs has many live BC clients with proven, tight, and prebuilt direct integrations.

  • TrinDocs is tailor-made AP Automation around clients' existing business policies and requirements.

SimplyAP by Paymerang will feature SimplyAP for Dynamics 365 Business Central.

  • SimplyAP captures, extracts, and matches invoice data against BC, including PO lines, in less than 60 seconds, eliminating all manual processes.
  • Start Approving in Hours. Plus, leverage our free trial, fully integrated into the BC environment with no obligation.
  • SimplyAP is affordable for all - Usage-based pricing determined by invoice volume, unlimited users, and no implementation fees.

Quadient Accounts Payable by Beanworks will feature Quadient AP, a cloud-based automation solution that integrates seamlessly with the Dynamics 365 BC accounting system.

  • Quadient AP gives best-in-class multi-entity support on one screen without having to log in and out.
  • Quadient AP supports all four AP workflows: invoices, payments, expenses, and POs.
  • Quadient AP has unlimited approval channels to automate routing based on imported lists.

Fidesic will feature the Fidesic AP Service Suite.

  • Fidesic's Multi-location AI Invoice Capture is built specifically for service industry companies without POs.
  • Fidesic's Plug and Play payments: you can pay out of your bank account and not worry about manual fulfillment.
  • Fidesic's BC native integration was built with the end user in mind; this setup wizard can be completed in less than an hour.

The AP Automation Comparison Showcase

Since this is a comparison showcase, we will give attendees an exclusive Comparison Checklist PDF that compares all five solutions presented. You can see side by side how each vendor answers the same feature questions.

Register for the virtual event, taking place on February 21 at 9am, 12pm, and 3pm.

The webinar is offered several times. Select the time that works best for you. If you can't make it, register anyway to view the recording.

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About Anya Ciecierski

Anya Ciecierski has worked in sales and marketing in the Microsoft Dynamics channel since 1999. In 2009 she co-founded ERP Software Blog and CRM Software Blog then added ERP Cloud Blog, now the largest group blogs in the space.  These sites encourage collaboration between 150 Dynamics partners across the world and educate more than 90,000 readers each month. Anya is committed to the idea of “using the power of the group” to benefit the community as a whole. She also leads the Channel Marketing Academy, a project to connect marketing professionals to share ideas.