Microsoft Dynamics AX

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

Rillion is a Microsoft Gold Partner for Cloud Platforms!

Rillion is honored to be a Microsoft Gold Partner for Cloud Platforms, a reflection of our dedication to delivering dependable, secure, and effective AP automation solutions for Microsoft ERPs. We not only broaden the inherent capabilities of Dynamics AX but also establish an automated, flexible, and smart workflow customized to your organization’s requirements.

Leveraging the reliable Microsoft Azure Cloud Platform, Rillion ensures top-tier security, keeping your data and processes constantly safeguarded. Our solution is Microsoft-certified, ensuring seamless integration between Rillion and Dynamics AX, thereby promising a smoother, more streamlined accounts payable automation experience for your enterprise.

AP automation for Microsoft Dynamics AX

Invoice Capture

Rillion detects every line item and processes both hard copy and electronic invoices.

Approval Workflow

Authorizers can approve with a single click from their mobile or computer, no matter their location.

PO-matching

Connects purchase orders with invoices and goods received, accommodating POs with numerous lines and multiple pages.

Recurring Invoices

Manage repetitive invoices and facilitate self-billing for expenses such as rent payments.

Invoice Archive

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

Audit Trail

Maintain a comprehensive, timestamped audit log for internal and external audits.

Contracts

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

D365FO Integration

Streamlines processes, reduces errors, and enhances efficiency.

Payment

Clear invoices through ACH, virtual credit card, wire, or electronic check.

How it works

How Rillion’s Dynamics AX Integration Works

Capture

Rillion autonomously deciphers incoming invoices, capturing their data fields using OCR and AI digital capture technologies. These technologies work on a variety of formats including physical paper, PDF, XML, Word, or other digital types.

The system identifies each invoice by the supplier, gathering key information like supplier data, reference, amount, and tax. Based on supplier references and pre-set rules, the system proposes an approval process.

Match

Rillion’s PO-matching engine automatically pairs vendor invoices with relevant purchase orders and goods received, even if these documents have hundreds of lines.

The system supports 2-way (invoice against PO) and 3-way (invoice, PO, and goods received) matching. Invoices that are unmatched or missing information are directed to the relevant approver, ensuring accuracy and integrity.

Code & Route

Rillion processes cost invoices (or non-PO invoices) using preset rules for routing and coding. In addition to coding invoices to the correct account, project, and cost center, you can also view the invoice image in both Rillion and Dynamics AX.

For enhanced 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 – implying that the automated coding proposals improve over time.

Approve

Invoices are auto-coded and sent 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 AX for final booking and recording. Exceptions are directed to the appropriate individual following predefined rules.

Pay

Approved invoices are automatically transferred to Dynamics AX 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 AX is transferred back to Rillion for archiving and future audits.

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

Save time and money

Automation of data entry, supplier invoice approvals, and payment processing.

Improve accuracy

Minimize data entry errors, ensuring precise financial records.

Enhance efficiency

Improved overall productivity with the automation of invoice capture, approval workflows, and payment processing.

Better cash flow management

Get a real-time snapshot of your payables.

Improve vendor relationships

Swift and accurate payments foster improved relations with suppliers.

Enhanced security and fraud prevention

Multiple built-in security mechanisms, including role-based access controls and payment approval workflows.

Easy scalability

Effortlessly scale to accommodate larger volumes of invoices and payments.

Improved compliance and reporting

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 Microsoft Dynamics AX.
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