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

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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
  • Searchable invoice archive

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

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.

95% accuracy rate for paper invoices. With electronic invoice formats data capture accuracy reaches 100% – with no added cost for suppliers.

More about Invoice Capturing

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, Rillion automates the processing and approval of vendor invoices.

Approved invoices are transferred to Dynamics 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

Rillions unique cascading matching system automatically matches invoices against purchase orders at the header or line level.

Exceptions are flagged and sent to the appropriate approver to reconcile, complete with all the information needed to clear the exception.

  • 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, one page or multiple pages
  • Complete audit trail of approvals and communications become part of the transaction record

More about our PO workflow

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

Archive and Audit for AX Finance

A step-by-step documented history of invoice transactions is recorded, including communications between internal staff and suppliers. Rillion 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

Benefits of integrating Rillion’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.

Rillion’s AP automation solution provides a plethora of benefits and advantages on different levels, extending the functionality of Dynamics.

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

Rillion’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

Integration sheet for Dynamics 365 for Finance and Operations

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

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

Don’t take our word for it

"We searched for a flexible purchase-to-pay solution that could help us control purchasing, and secure supplier loyalty, that would also live up to our internal authorization framework."

Eva Petré Rege | Coor Service Management

" I like that with Rillion you see a pie chart of the expenses. So each month I can see see that at a quick glance… which is nice, you know each day when I go through entering/posting the invoices I kind of look at that to see where we’re at.” "

Nikki Milian | Smiles First Corporation

" We only work with the most modern systems and our aim is always to be at the cutting edge when it comes to technological solutions. Rillion is part of our ecosystem.”"

Hanna Rexhammar | Deskjockeys

"It’s amazing. The solution recognizes the invoice and it’s learning from those invoices, making it a smoother process. Once those invoices are getting thrown into the project manager teams, it’s already filled out for them to review."

Adrian Galvin | VMG Construction

"The system is intuitive, our clients quickly understand what to do and we are able to follow these companies’ growth. As they grow, we can keep scaling up the systems or the number of employees we assign to them"

Mattias Ryglert | Brain Accounting

Our customer cases

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