How to Streamline AP Automation Across Multiple ERP Systems

Rillion
31 Jan, 2025

Expanding businesses often face growing pains, especially when managing multiple ERP systems after a merger or acquisition. A streamlined AP automation process can quickly become complicated when two separate ERP systems, such as Microsoft Dynamics 365 and NetSuite, are introduced into the equation. How do you maintain efficiency, ensure accurate reporting, and track profitability across diverse operations?

In this blog, we explore the challenges of managing Accounts Payable (AP) across multiple ERPs and outline the strategies to regain control and efficiency in these complex scenarios.

The Challenge of Managing Multiple AP Processes

Consider a manufacturing company generating $250 million in revenue and processing over 1,500 invoices monthly. Their AP automation system worked seamlessly within Microsoft Dynamics 365, but after acquiring a new business unit using NetSuite, complications arose. Suddenly, two separate ERP systems with different general ledger structures needed to coexist—and so did their AP processes.

This situation highlighted common issues businesses face during expansion:

Disconnected Systems: Separate ERP systems often result in fragmented AP processes, making it harder to maintain efficiency.
Data Silos: Isolated financial data between ERPs limits visibility and creates challenges for consolidated reporting.
Scalability Concerns: Manual efforts to synchronize AP processes across platforms increase error risks and hinder scalability.

Steps to Streamline AP Automation Across ERPs

Restoring efficiency and visibility in AP processes spanning multiple ERP systems requires careful planning and the right solution. Here are the steps to take:

1. Choose a Solution That Works Across ERPs

Look for an AP automation system that integrates seamlessly with multiple ERP systems. The solution should offer compatibility with different platforms, enabling each business unit to maintain its unique processes while consolidating data for centralized reporting.

2. Centralize Visibility Without Forcing Uniformity

A robust AP automation platform allows businesses to maintain separate workflows and general ledger structures for individual ERP systems while providing a unified view of AP operations. This ensures you can track profitability across the entire organization without disrupting each unit’s preferred processes.

3. Enable Scalable Processes

Automation systems built to handle high invoice volumes and complex workflows can help businesses scale without adding unnecessary manual tasks. Features like 3-way PO matching, invoice coding, and automated approvals reduce bottlenecks and minimize errors.

4. Ensure Data Accuracy Across Systems

Integrating AP automation into multiple ERP systems eliminates the risk of duplicate data entry and ensures consistency. This creates a reliable foundation for tracking margins and profitability.

5. Prioritize Usability

An intuitive user interface encourages adoption across departments, ensuring all stakeholders can leverage the automation tool effectively. This minimizes training time and maximizes productivity from day one.

Transform Your AP Workflow with the Right Tools

Complex AP processes don’t have to be a barrier to business growth. By selecting a flexible, scalable AP automation solution, businesses can manage multiple ERP systems efficiently, reduce manual errors, and centralize visibility across operations. The result? Greater efficiency, enhanced profitability tracking, and a smoother path to success.

Ready to simplify your AP processes across diverse ERP systems? Discover how Rillion’s AP automation solution can transform your operations and help your business thrive. Book a demo today, we’d love to get in touch!