A Partner You Can Trust.
Just ask our clients.
The Problem
Manual AP is quietly draining your finance team
Manufacturing finance teams face rising invoice volumes, tighter controls, and more complex procure-to-pay — with the same manual tools. Every keyed invoice, three-way match, and exception costs hours. The result:
Slow processing and rising operating costs
Missed early-payment discounts
Duplicate payments and compliance risk
Little visibility into how AP is actually performing
How the AP Automation Agent Works
From inbox to posting - without the manual middle.
Our AP Automation Agent harnesses the power of the tools you already own to deliver intelligent processes.
Pulls invoices from email, upload, fax, scanned documents, EDI/API, and supplier channels.
Reads header and line detail with AI document understanding, then sorts each invoice as PO-backed, non-PO, credit memo, duplicate, or exception.
Checks supplier, PO, receipt, tax, freight, currency, and payment terms, and runs two- and three-way match review
Presents a recommended action for your AP team to approve, then prepares the invoice for posting or payment scheduling in D365 F&O.
The Deliverables
After implementation, teams spend less time processing invoices and more time managing exceptions that require human judgment.
Organizations can expect:
Automated capture, validation, and routing cut cycle times.
Standardized validation reduces duplicate payments and approval inconsistencies.
Faster, more predictable payments build supplier confidence.
Capture more early-payment discounts and avoid late-payment penalties.
Fewer manual touchpoints across entry, coding, matching, and approvals.
Track cycle times, bottlenecks, and exceptions in one place.
The Technology
Built for the Microsoft platform you already trust
The AP Automation Agent extends - not replaces - your existing Microsoft investment.
No disconnected systems. No duplicate data. Your ERP stays the system of record.
The Accelerator Timeline
Get a live agent in as little as 6–8 weeks
Our accelerator follows a proven implementation methodology designed to deliver measurable results quickly.
Phase 1
Discovery & Design
AP process/channel review, PO & non-PO mapping, exception taxonomy, D365 F&O integration design.
Phase 2
Agent Configuration
Copilot Studio setup, AI extraction & classification, confidence logic, approval & exception design.
Phase 3
Integration & Testing
D365 F&O integration, routing workflows, scenario-based testing, extraction & match tuning.
Phase 4
Deployment & Hypercare
Controlled rollout, AP user enablement, go-live support, pilot stabilization.
FAQ
Not necessarily. In discovery we assess your current workflows and configure the agent to fit them, while flagging opportunities to improve efficiency and governance.
