ERP Integration

AP automation for Microsoft Dynamics 365, Business Central & Finance: The complete guide

AP automation for Microsoft Dynamics 365, Business Central & Finance

If you're still managing accounts payable manually inside Microsoft Dynamics, you’re not alone — but you’re probably working harder than you need to. Manual data entry, duplicate invoices, and slow approval chains can bog down your finance team and lead to costly errors.

With Rillion, you get a purpose-built AP automation solution that integrates seamlessly with Microsoft Dynamics 365, Business Central, and Finance. Whether you're already live on Dynamics or planning your rollout, we make it easy to eliminate paper, speed up processing, and gain control over your AP.

Why automate AP in Microsoft Dynamics?

Manual AP processes might "work,” but they don't scale. Before using Dynamics, businesses often struggle with:

  • Re-entering invoice data by hand
  • Approving invoices over email
  • Losing visibility into invoice status
  • Chasing down exceptions and duplicates

The result? Slower close cycles, late payments, and strained vendor relationships.

With AP automation, you can flip that script. Automating invoice capture, approval workflows, and ERP syncing saves time, reduces errors, and delivers fast ROI, especially in high-volume or multi-entity environments.

Built to integrate: Why Microsoft Dynamics welcomes AP automation solutions like Rillion

Microsoft designed Dynamics 365, Business Central, and Finance to support best-in-class apps like Rillion. You get simple, no-code setup with fast, predictable implementation and a Microsoft-supported integration framework.

Integrating Dynamics with Rillion adds a powerful, user-friendly AP automation layer that feels native to Dynamics because it’s built to work with it.

Understanding the Dynamics 365 ecosystem

Dynamics 365 is a suite of ERP and CRM applications. When it comes to AP, here’s what you need to know:

Understanding the Dynamics 365 ecosystem_V5Whether you're on BC or F&O, Rillion has you covered.

 

What AP automation with Rillion looks like in Microsoft Dynamics

No matter which version of Microsoft Dynamics you use — Business Central or Finance & Operations — Rillion brings powerful, intuitive AP automation features that integrate into your existing workflows.

Here’s what you get with Rillion across all Dynamics platforms:

  • Automated invoice capture: Rillion intelligently extracts data from both paper and digital invoices, eliminating manual entry from the start.
  • AI-powered coding suggestions: Based on your past behavior and business rules, Rillion recommends accurate GL coding to save time and reduce errors.
  • PO and non-PO invoice matching: Automatically match invoices to purchase orders and receipts with flexible rules, even across multiple entities.
  • Approval workflows: Route invoices to the right person based on custom conditions like department, amount, or vendor with full visibility and tracking.
  • Dashboards and analytics: Gain actionable insights into your AP performance, cycle times, exceptions, and bottlenecks.
  • Audit trail and compliance tools: Maintain transparency and control with a full history of every invoice action for internal controls and external audits.

And because Rillion is purpose-built for Microsoft Dynamics, integration is plug-and-play. There’s no custom coding required, and the user experience feels native, so finance teams can start seeing results fast.

AP automation for Microsoft Dynamics 365 Business Central

Business Central is a great fit for growing companies, but when it comes to accounts payable, the built-in tools can feel limiting. Rillion fills in those gaps without overcomplicating your setup.

Here’s how Rillion helps Business Central users:

  • Scale without hiring: Automate AP tasks like data entry, approvals, and PO matching so your team can handle more invoices as you scale up without adding headcount.
  • Ditch Excel and email: Manage PO and non-PO invoices in one centralized system instead of juggling spreadsheets and inboxes.
  • Speed up approvals: Empower remote and decentralized teams with mobile-friendly approval workflows that keep things moving.
  • Maintain control with simplicity: Business Central provides basic approval functionality, while Rillion offers approval workflows that are fully tailored to your needs. Rillion adds the control and visibility you need, without requiring heavy customizations or IT work.

Whether you're a lean team or scaling fast, Rillion helps you automate AP in Business Central with ease and confidence.

BC

AP automation for Dynamics 365 Finance (F&O)

Dynamics 365 Finance (formerly Finance & Operations) is built for complex organizations, but that complexity often leads to inefficient, manual AP processes. Rillion helps you simplify, standardize, and scale.

Here’s how Rillion enhances AP in D365 Finance:

  • Automate high-volume invoice processing: Rillion is built to handle large volumes of invoices across multiple legal entities with ease.
  • Ensure compliance and segregation of duties: Get built-in audit trails, approval rules, and user permissions that support financial controls and external audits.
  • Enable real-time global visibility: Finance leaders gain centralized insights into invoice status, exceptions, and spend across entities and regions.
  • Replace custom workflows: Instead of relying on brittle or expensive custom workflows inside F&O, use Rillion’s no-code, flexible approval engine to streamline your process.

For large enterprises and organizations with complex AP needs, Rillion delivers the automation and control D365 Finance users have been waiting for, without the typical implementation headaches.

F&O

One Solution, seamless across Microsoft ERPs

Whether you're on Business Central, Dynamics 365 Finance, or planning to scale from one to the other, having a consistent, streamlined solution for AP automation is crucial.

Rillion provides one unified solution that seamlessly integrates with all Microsoft ERP systems. There’s no need to switch tools or retrain your team as your ERP needs evolve.

Regardless of your company’s ERP setup, Rillion simplifies your accounts payable process, ensuring your team can manage invoices, approvals, and payments without disruption, all while maintaining full integration with your existing Microsoft infrastructure.

Rillion is built to grow with you:

  • Scalable from small teams to global operations
  • ERP-agnostic so you can integrate with other platforms if needed
  • Centralized AP visibility across business units and geographies

Explore the key benefits of a seamless AP solution across Microsoft ERPs

  1. Centralized AP management across multiple ERPs
    With Rillion, it doesn’t matter if you're using Business Central or Finance and Operations. From invoice capture and approval workflows to payment processing, you don’t have to learn new processes or adjust to different workflows as you change systems. Everything comes together in one unified platform, ensuring your AP process is consistent and accurate no matter which Dynamics ERP you’re using.
  2. Scale effortlessly as your business grows
    As your business evolves, so do your ERP needs. With Rillion, there's no need to switch systems or adapt to new tools when you make the move. Rillion’s flexible solution scales with your business, allowing you to extend your AP automation from Business Central to F&O — and beyond — without skipping a beat.
  3. Real-time data synchronization
    With Rillion’s real-time data syncing, your AP data — invoices, approvals, and payment statuses — are always synced with your Microsoft ERP. That means your finance team can make informed decisions, track outstanding payments, and monitor cash flow from a single, unified dashboard.
  4. Easy integration with Microsoft’s ecosystem
    Rillion is designed to work seamlessly with Microsoft Dynamics 365, Business Central, and Finance and Operations so your team can focus on what really matters — running your business. Thanks to Microsoft’s open API architecture, Rillion integrates smoothly with your ERP system — no need for custom coding or complex IT projects.
  5. Stay audit-ready and compliant
    Managing compliance and audits can become a headache when working with multiple systems. Rillion eliminates that challenge by providing a unified AP system that tracks all invoices, approvals, and payments in one place, making audits a breeze. Whether you're dealing with internal controls or meeting external regulations, Rillion keeps you compliant.
  6. Simplified IT management and lower maintenance costs
    Managing multiple AP tools can be a headache for your IT team. But with Rillion, you only need one solution for all your Microsoft ERPs. Rillion automatically handles software updates, security patches, and ongoing maintenance, giving your IT team more time to focus on strategic initiatives and reducing your long-term maintenance costs.

Why Rillion for Microsoft Dynamics?

As a Microsoft Gold Partner for Cloud Platforms, Rillion was designed from the start to integrate with Microsoft Dynamics — not added on as an afterthought. That means:

  • Plug-and-play setup — no custom coding needed
    Getting started with Rillion is fast and easy. Thanks to our no-code setup, you don’t need any special coding or IT-heavy projects to integrate it with your Dynamics system. You’ll be up and running quickly, so you can start automating your AP processes without the typical tech headaches.
  • 90% touchless invoice processing
    With Rillion, up to 90% of your invoices can be processed without any manual intervention. Rillion’s intelligent automation captures and processes invoices with accuracy, leaving your team free to focus on higher-value tasks. Say goodbye to manual data entry and reduce errors — your AP team will thank you.
  • Loved by finance teams, trusted by IT
    Finance teams love how Rillion simplifies the AP workflow with intuitive features like automated approvals, real-time tracking, and detailed reporting. Rillion’s easy integration and cloud-based infrastructure ensure that it’s secure, scalable, and low-maintenance.

Customer stories: Real results with Rillion + Dynamics

Here’s what customers are saying about how Rillion has transformed their AP processes with Microsoft Dynamics and Rillion:

Rillion has taken the guesswork out of invoice approvals. I no longer have to chase emails or dig through folders to find what I need. The interface is easy to use, even if you’re not super tech-savvy. I can see all the relevant invoice details right away, which makes it fast to approve or flag something if needed.

— Camilla K., Development Manager

Rillion brings automation into a process that normally would be very time-consuming for me to handle otherwise. 

— Andreas L., CEO

Rillion has been instrumental for us when it comes to invoice handling/management over the past couple of years, especially since we have grown a lot in complexity over multiple countries and regions. 

— Daniel A., CEO

Ready to transform your AP inside Microsoft Dynamics?

With Rillion's seamless integration with Microsoft Dynamics, you can automate workflows, reduce errors, and gain real-time insights — all while saving time and money.

Book a personalized demo today to see how Rillion can streamline your AP operations, no matter which Dynamics ERP you’re using.