Microsoft Dynamics 365 for Finance and Operations

Trusted by finance leaders at 3,000+ mid-sized and large companies

Manage invoices in Microsoft Dynamics 365 for Finance and Operations

Invoice Capture

Rillion recognizes all line items and administers both physical and digital invoices.

Approval Workflow

Approvers can authorize with a single click on their mobile or laptop, regardless of their location.

PO-matching

Automated PO-matching links purchase orders with invoices and goods receipts, accommodating POs with hundreds of lines and multiple pages.

Recurring Invoices

Administer recurring invoices such as utility bills for various sites and enable self-billing.

Invoice Archive

Search for both settled and current invoices in a cloud-based invoice archive.

Audit Trail

Preserve a thorough, timestamped audit log for both internal and external investigations.

Contracts

Handle service contracts and associate them with invoices. Receive reminders and notifications with self-billing.

D365FO Integration

Experience a ready-made integration, extending capabilities and allowing for a high level of AP automation for Microsoft Dynamics 365 for Finance and Operations.

Payment

Settle invoices via ACH, virtual credit card, wire, or electronic check, all with advanced compliance protection.

1_1_Microsoft Dynamics Finance & Operations _1080x1080

Rillion is a Microsoft Gold Partner for Cloud Platforms!

Rillion is proud to be a Microsoft Gold Partner for Cloud Platforms, which stands as a testament to our commitment to providing reliable, secure, and efficient AP automation solutions for Microsoft ERPs. We not only extend the inherent capabilities of Microsoft Dynamics 365 for Finance and Operations, but also create an automated, flexible, and intelligent workflow tailored to your organization’s needs.

Hosted on the trusted Microsoft Azure Cloud Platform, Rillion guarantees world-class security, ensuring your data and processes are always protected. Our solution is Microsoft certified, where we can ensure a seamless integration between Rillion and Microsoft Dynamics 365, thereby guaranteeing a smoother, more streamlined AP automation experience for your business. Explore Rillion for Microsoft D365 for Finance and Operations on AppSource.

How it works

How Rillion’s Dynamics 365 for Finance and Operations Integration Works

Capture

Rillion automatically interprets incoming invoices, capturing their data fields using OCR and AI digital capture technologies. These technologies apply to a variety of formats such as physical paper, PDF, XML, Word, or other digital types.

The system identifies each invoice by the supplier, collecting essential information like supplier data, reference, amount, and tax.

Based on supplier references and pre-defined rules, the system suggests an approval process.

Match

Rillion’s cascading PO-matching engine automatically matches vendor invoices with corresponding purchase orders and goods receipts, even if these documents have hundreds of lines.

The system supports 2-way (invoice against PO) and 3-way (invoice, PO, and goods receipt) matching.

Invoices that are unmatched or missing information are directed to the relevant approver, ensuring precision and integrity.

Code & Route

Rillion processes cost invoices (or non-PO invoices) using pre-set rules for routing and coding. Besides coding invoices to the correct account, project, and cost center, you can also view the invoice image in both Rillion and Dynamics 365 ERP for Finance and Operations.

For even better coding and routing, add on Rillion’s AI-engine. Our integrated AI feature continually learns and updates coding predictions with the final coding and routing rules – meaning the automated coding proposals improve over time.

Approve

Invoices are auto-coded and routed for approval to the designated approver or exception handler using preset rules.

Approvers have complete access to the payment and approval status of invoices, and can approve them on any device. If everything is in order, the invoice is forwarded to Dynamics 365 for Finance and Operations for final booking and recording.

Exceptions are directed to the appropriate individual following predefined rules.

Pay

Approved invoices are automatically transferred to Dynamics 365 Finance and Operations for payment.

Alternatively, approved invoices can be processed directly from Rillion using Rillion Pay to automate payment procedures, eliminating the need for paper checks, saving time, reducing costs, preventing fraud, and providing insights into payment processes.

Regardless of the payment solution chosen, all payment data in Dynamics 365 ERP for Finance and Operations is transferred back to Rillion for archiving and future audits.

What can Rillion’s AP automation for D365FO do for your business?

Save time and money

By automating data entry, supplier invoice approvals, and payment processing, Rillion can help reduce, or completely eliminate, manual tasks.

Improve accuracy

The Dynamics 365 Finance and Operations integration with Rillion aids in reducing human errors in data entry.

Enhance efficiency

With automated invoice capture, approval workflows, and payment processing.

Better cash flow management

Obtain real-time visibility into your payables to better manage cash flow.

Improve vendor relationships

Prompt and precise payments cultivate better relationships with suppliers.

Enhanced security and fraud prevention

Rillion has multiple built-in security features, including role-based access controls and payment approval workflows.

Easy scalability

As your business grows, Rillion can easily scale to accommodate increased volumes of invoices and payments.

Improved compliance and reporting

Rillion’s AP automation for Microsoft Dynamics 365 for Finance and Operations helps you maintain detailed records of all transactions and approvals.

Ready for the next step?

Take control of your accounts payable operations

Rillion turns disconnected invoice and payment processes into one streamlined flow.

Download integration sheet

Fill out the information below to receive an integration sheet AP Automation for Dynamics 365 for Finance and Operations.
We will send the sheet via email.