Dynamics 365 Integration for Touchless Invoice Automation

Turn Dynamics 365 invoice processing into a faster, touchless workflow. With direct Dynamics 365 integration, Kefron AP delivers high-accuracy invoice capture and end-to-end invoice automation without adding operational or IT overhead.

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Finance, legal, healthcare, and public sector teams rely on Kefron to store and manage critical records – securely, efficiently, and with full peace of mind.

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Where Microsoft Dynamics 365 Falls Short

Microsoft Dynamics 365 is a powerful ERP, but without dedicated Dynamics 365 invoice automation, AP processes often remain manual, fragmented, and error-prone.

Limited Invoice Capture

Invoice data extraction offers limited support for line items, tax fields, and international formats, increasing manual entry and exceptions.

Partial PO Matching Issues

Three-way matching breaks when goods are partially received, forcing manual invoice splitting and delaying approvals.

Rigid Approvals

Complex approval paths require custom scripting, making workflows difficult to adapt as business needs change.

Duplicate Vendors & Invoice Risk

Multi-entity environments increase the risk of duplicate suppliers and approving the same invoice more than once.

Low Process Visibility

Tracking invoice status and identifying bottlenecks across Oracle environments is difficult.

Disconnected Supplier Communication

Supplier queries are handled outside Dynamics 365, creating delays and leaving no central audit trail.

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Why Choose Kefron for Dynamics 365 AP Automation

Kefron AP extends Microsoft Dynamics 365 with intelligent invoice automation, helping AP teams reduce manual effort without changing how they work in the ERP.

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Direct Dynamics 365 Integration

Invoices, POs, receipts, and approvals sync automatically with Dynamics 365, keeping data accurate without manual uploads or additional middleware.

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Accurate Invoice Capture

AI-driven extraction handles changing layouts and international formats, with human checks applied where needed to maintain high data accuracy.

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Built to Scale

Support multi-entity, multi-currency, and shared services environments with Dynamics 365 automation designed for growing invoice volumes.

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Dynamics Expertise

Kefron delivers proven Microsoft Dynamics integration, ensuring automation aligns with your data structure, controls, and reporting needs.

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Intelligent Dynamics 365 Integration for High-Performing AP Teams

Kefron AP connects directly with Microsoft Dynamics 365 to streamline invoice workflows, reducing manual processing and the need for complex ERP configuration.

Automated Invoice Capture & Processing Supplier Self-Service Portal Automated Invoice & PO Matching Smart Workflows & Approvals Flexible Invoice Coding Automation Dashboards & Audit Compliance Dashboards & Audit Compliance Dashboards & Audit Compliance
Automated Invoice Capture & Processing

Strengthen Cash Flow Control

Improve forecasting accuracy and payment confidence across Dynamics 365 environments.

  • Automated 2-way and 3-way matching using Dynamics 365 invoice automation
  • Automatic validation of due dates, currencies, and tolerances · Controls in place to prevent overpayments using Dynamics 365 data
  • Cash flow aligned in real time with invoices, POs, and receipts
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Supplier Self-Service Portal

Supplier Self-Service Portal

Cut down email volume and streamline supplier communication without granting Dynamics 365 access.

  • Real-time invoice and payment updates via Dynamics 365 integration
  • Branded portal with invoice history and statements
  • Unlimited supplier access with role-based permissions
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Automated Invoice & PO Matching

AI-Powered Invoice Capture

An intelligent capture engine that adapts automatically, no templates or rules to manage.

  • Extracts data from PDFs, XML, EDI, and scanned documents.
  • Combines AI with human validation for consistently high accuracy
  • Learns new supplier formats to support growing invoice volumes
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Smart Workflows & Approvals

Real-Time Invoice Visibility

Full visibility from invoice receipt to posting within Dynamics 365.

  • View invoices by status: pending, blocked, overdue, approved.
  • Search by supplier, PO number, value, or date
  • All documents securely archived, searchable, and audit-ready
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Flexible Invoice Coding Automation

Fraud Prevention & Duplicate Detection

Safeguard financial data before invoices are posted to Dynamics 365.

  • Automatic duplicate invoice detection
  • Approval thresholds set by role, value, or entity
  • Complete audit trail linked to every transaction
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Dashboards & Audit Compliance

Automated Statement Matching

Reconcile supplier statements quickly and accurately.

  • Automatically match statements to open invoices and POs
  • Highlight missing items and discrepancies instantly
  • Keep the AP ledger accurate and month-end ready
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Dashboards & Audit Compliance

Analytics & Perfromance Reporting

Gain real-time insight into AP performance.

  • Monitor invoice volumes, exceptions, and approval cycle times
  • Compare performance across entities, departments, or approvers
  • Export audit-ready reports for finance leaders and auditors
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Dashboards & Audit Compliance

Fast Deployment & End-to-End Integration 

A low-disruption rollout designed for busy finance teams.

  • Go live in weeks with minimal IT involvement
  • Direct sync with Microsoft Dynamics 365
  • No middleware, scripting, or manual imports required.
  • Ongoing optimisation delivered by Dynamics automation specialists
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Fast Deployment & End-to-End 
Dynamics 365 Integration

Kefron AP is designed for a quick, low-disruption rollout for finance teams using Microsoft Dynamics 365.

Supplier Lists

Always up-to-date vendor information.

GL Codes

Accurate, consistent coding across entities.

Goods Received Notes

Line-level 2- and 3-way matching.

Custom Fields

Capture what matters most to your business.

Tax Codes

Compliant entries with local tax rules applied.

Purchase Orders

Synced directly to match invoices automatically.

Custom Segments

Tailored to your Oracle environment.

Custom Columns

Extend reporting and workflows with precision.

Testimonials:

What Finance Teams Using Microsoft Dynamics 365 Say

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Our AP process was very manual; the team spent most of their time entering invoice data into Microsoft Dynamics. And data entry errors were very common, leading to high volumes of supplier queries.

CVS Group

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AP was our most manual and fragmented process across finance and Kefron AP provided a solution that drove AP automation while integrating to our new ERP system. AP Invoice Automation saves time, streamlines staff onboarding and increases reporting accuracy.

Impellam Group

Expert Dynamics 365 Integration, Designed for Your AP Team

Kefron combines deep accounts payable expertise with proven Dynamics 365 integration to ensure invoice automation delivers real operational value, not just technical connectivity.

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Microsoft Dynamics Expertise

Kefron AP is built to align with Microsoft Dynamics 365 standards and integration frameworks, ensuring reliable automation that remains compatible as your ERP environment evolves.

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Continuous Optimisation

As invoice volumes, suppliers, and processes change, Dynamics 365 automation is continuously refined to improve capture accuracy, matching performance, and approval efficiency over time.

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Advanced AP Workflows

Configure approval routes, thresholds, and exception handling that reflect how your finance team operates within Dynamics 365, supporting multi-entity, multi-currency, and high-volume AP environments.

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Tailored Dynamics 365 Configuration

Your setup is configured around your data model, controls, and reporting requirements, not a one-size-fits-all template. The Microsoft Dynamics integration adapts to your structure as your business grows.

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From Invoice to Dynamics 365 in One Automated Flow

Kefron AP delivers end-to-end Dynamics 365 invoice automation, capturing invoices at source and posting them directly into Microsoft Dynamics 365 with minimal manual intervention.

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Invoice arrives via email or upload

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AI extracts and structures the data

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Data assurance team reviews flagged fields

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Invoice is coded, matched, and routed for approval

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Final validation and ERP sync

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Archived with full audit trail

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CASE STUDY

AP Automation with Microsoft Dynamics 365

How CVS Group integrated Dynamics NAV with an invoice processing system streamlined their AP Processes.

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See Dynamics 365 Invoice Automation in Action

Kefron AP helps finance teams automate invoice processing, reduce approval delays, and scale accounts payable through reliable Dynamics 365 integration.

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Frequently asked questions:

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What is Dynamics 365 integration?

Dynamics 365 integration is the process of connecting Microsoft Dynamics 365 with other business systems so data flows automatically between them, eliminating manual data entry and keeping information synchronised across the organisation.

Why is integrating Dynamics 365 with other systems important?

Integrating Dynamics 365 improves data accuracy, enables end-to-end process automation, and provides a single source of truth across finance, sales, operations, and customer service, reducing costs and speeding up decision-making.

How long does a typical Dynamics 365 integration project take?

Simple Dynamics 365 integrations using pre-built connectors can take days, while complex, multi-system integrations usually take several weeks depending on data volumes, customisation, and testing requirements.

What does automation mean in Dynamics 365?

Dynamics 365 automation uses workflows, business rules, and AI to automatically trigger actions such as approvals, notifications, and record updates without manual intervention.

Which finance processes can I automate in Dynamics 365?

Common finance processes automated in Dynamics 365 include invoice capture, approval routing, payment proposals, vendor onboarding, and recurring journal entries, significantly reducing manual AP effort.

What is Dynamics 365 invoice automation?

Dynamics 365 invoice automation uses AI, OCR, and workflow technology to capture invoice data, route invoices for approval, and post them to the ledger with minimal manual intervention.

How does invoice capture work in Dynamics 365?

Invoice capture extracts header and line-level data from PDFs or scanned invoices, validates the information, and sends it directly into Dynamics 365 for automated processing.

Does Dynamics 365 invoice automation support PO matching?

Yes. Dynamics 365 invoice automation supports two-way and three-way matching against purchase orders and receipts, allowing straight-through posting for matched invoices.

How accurate is AI-driven invoice automation in Dynamics 365?

Modern Dynamics 365 invoice automation solutions typically achieve over 90% accuracy on standard invoices, with accuracy improving as AI models learn from exceptions.