Maximize vendor discounts and cash flow with AI-powered AP automation for Microsoft Dynamics
Turn accounts payable from a cost center into a source of profit by enabling your team to focus on early-payment opportunities, stronger supplier relationships, and better cash control.
Modern AP teams need a unified, intelligent process that keeps every invoice, support document, and approval decision connected from the moment an invoice arrives. Datahaven streamlines the entire AP lifecycle by combining AI-powered extraction with deep context, dynamic routing, and fully embedded visibility in Dynamics. Each stage works together to eliminate manual effort, accelerate throughput, and give AP, Purchasing, and Finance a clear, accurate view of every transaction.
Six Stages of the Datahaven AP Solution
1. CAPTURE
Centralizes incoming invoices and support docs, auto-names, auto-files, and routes them into the right workflow queues instantly
2. EXTRACT
AI reads invoice details, captures header and line data, flags low-confidence fields, and prepares clean information for AP review
3. VERIFY
AP reviews extracted data with full document context, checks accuracy, and confirms vendor and PO matches
4. RESOLVE
Routes exceptions to buyers, departments, or warehouse teams, resolves pricing or receipt mismatches, etc.
5. APPROVE
Approvers see invoices with coding and full context in one view, confirm accuracy, and return them to AP for a quick final review
6. FINALIZE
AP completes final checks, confirms coding and amounts, and quickly posts approved invoices for payment
By eliminating unnecessary manual touchpoints, the Datahaven AP Automation solution ensures faster processing, fewer errors, and consistent on-time payments that strengthen vendor confidence and improve working capital.
AP Automation - Solution Demos
Non-PO Invoice Processing
This video demonstrates how Datahaven automates non-PO invoice processing in Business Central by identifying duplicates, extracting all header and line fields, and eliminating manual data entry. (7:58)
PO-Based Invoice Processing
This video demonstrates how Datahaven automates the processing of PO-based invoices. The system identifies duplicate invoices, compares header and line-level details, flags discrepancies, and guides users through quick resolution. (8:16)
Payment Journal Visibility
This video demonstrates the comprehensive visibility that is available from the payment journal and highlights how invoices move from review and classification into payment processing. (2:26)
AP Automation by Industry
MANUFACTURING & INDUSTRIAL
Automate invoice matching in Dynamics to speed approvals, protect cash flow, and keep production supplied without delays or manual work.
DISTRIBUTION & LOGISTICS
Automate invoice processing in Dynamics to cut errors, control freight costs, protect margins, and keep every shipment moving without delays.
TRADE & OTHER SERVICES
Automate project payables in Dynamics to speed approvals, protect margins, and keep every client project on schedule and financially accurate.
TELECOM & AEROSPACE
Automate invoice validation in Dynamics to eliminate delays, control complex vendor billing, and keep every mission-critical project supplied and compliant without manual chase-downs.
ENERGY & NATURAL RESOURCES
Automate AP workflows in Dynamics to tighten cost control, remove processing errors, and keep field operations funded and on schedule without paperwork slowing production.
NON-PROFITS & NGOS
Automate payables in Dynamics to speed reviews, protect limited budgets, and keep every program funded and audit-ready without administrative bottlenecks.
Reduce invoice cycle times with AI-enhanced accounts payable automation in Microsoft Dynamics
Accounts payable teams lose hours keying invoices, chasing approvals, and reconciling discrepancies across emails, file shares, and spreadsheets. Late payments mean lost discounts, and errors create friction with vendors and finance alike. In document-heavy industries such as manufacturing and distribution, these inefficiencies ripple through procurement, inventory, and production schedules, increasing costs and delaying output.
Transform your procure-to-pay process with intelligent automation and document-centric workflows
The Datahaven AP Automation solution connects every invoice to the data that defines it. Invoices are captured automatically from email, vendor portals, and other sources using AI-powered OCR, validated against existing purchase orders, receipts, and vendor master data, and routed through a configurable, document-centric workflow for review, approval, and posting, all without re-keying data or switching between systems.
Gain end-to-end visibility from purchase order to vendor ledger with dynamic virtual folder structures
All supporting documents, including purchase orders, receipts, packing slips, and vendor correspondence, are organized automatically within Datahaven’s virtual folder structures, giving every department complete visibility into the transaction. With automation eliminating bottlenecks, teams process more invoices in less time, reduce exceptions to near zero, and make every payment cycle predictable, accurate, and auditable.
Key features and business benefits of Datahaven AP Automation for Microsoft Dynamics users
UNIVERSAL CAPTURE
Capture vendor invoices from any source, including email, and automatically link them to the correct purchase order, receipt, or vendor record in Dynamics.
AUTO-VALIDATION
Validate every invoice automatically against PO, receipt, and vendor data to eliminate discrepancies, prevent duplicate entries, and avoid overpayments.
VIRTUAL FOLDERS
Organize invoices receipts, correspondence, and other related content in intelligent, dynamic folders that update as data changes across departments.
BETTER ACCURACY
Eliminate manual entry errors with AI-driven validation that keeps every invoice complete and consistent from capture to posting.
AUDIT READY
Maintain a complete, time-stamped record of every invoice, document, and approval for fast, confident audit responses and verified compliance.
SEAMLESS WORKFLOW
Route invoices between AP, Purchasing, and Finance to accelerate approvals, improve visibility, and optimize cash management.
Customer Testimonial
Datahaven and its advanced OCR features enable us to process over 250,000 documents each month with fewer than five FTEs while cutting document cycle times by half.
TAKE THE NEXT STEP IN YOUR AP AUTOMATION JOURNEY
Learn more, watch videos for processing PO-based invoices and non-PO invoices, or schedule your personalized demo to explore how Datahaven transforms accounts payable into a streamlined, automated engine inside Microsoft Dynamics. From invoice capture to approvals and posting, Datahaven delivers instant document visibility, accurate matching, and reliable access for every AP user, so your team can work faster, cut manual effort, and close periods with confidence.