ExFlow Add-on for Finance & Operations

ExFlow AP

Tired of tedious, error prone manual AP processes? ExFlow AP automation, seamlessly integrated with Dynamics 365 Finance & Operations (D365 F&O), revolutionises your payables workflow.

This solution streamlines the entire AP process, from initial invoice capture to e-invoicing and automated vendor statement reconciliation. By instantly identifying missing invoices or ledger discrepancies, ExFlow ensures your financial data remains accurate throughout the month.

As an authorised Exflow reseller, Walkerscott offer this powerful solution that slashes AP costs, boosts compliance, and mitigates fraud through intelligent automation. Unlike standard systems, ExFlow utilises machine learning for AI pre-coding. The solution learns from your historical posting patterns to propose accurate GL coding and split allocations, increasing ‘straight-through’ processing rates by up to 2.1x compared to manual entry.

ExFlow Data Capture

Manual invoice processing is a drain on resources, prone to errors, and a bottleneck for Accounts Payable departments. You can automate invoice data entry with ExFlow Data Capture.

Eliminate the frustration and inefficiency of manual data entry with ExFlow Data Capture, a robust, Azure-based solution leveraging Tungsten Automation OCR technology. It offers advanced invoice data capture capabilities to revolutionise your AP workflow.

ExFlow Data Capture automatically digitises and extracts key information from your invoices, ensuring accuracy and eliminating the risk of manual data entry errors. This streamlined approach prevents accounting errors, exceptions, and data duplication, leading to significant cost savings and improved compliance.

ExFlow E-Invoicing

Simplify and streamline your e-invoicing processes with ExFlow E-Invoicing, a solution seamlessly integrated within your Microsoft Dynamics 365 Finance & Operations (D365 F&O) environment.

ExFlow is a leading e-invoicing solution for D365 F&O, ExFlow provides centralised control and a unified approach to managing your digital invoices.

Maintain compliance with evolving e-invoicing regulations while benefiting from real-time access to all exchanged data. ExFlow E-Invoicing empowers you to optimise invoice workflows and maintain complete visibility into invoice status at every stage of processing. With support for Peppol, the widely adopted international e-invoicing standard, ExFlow ensures compatibility across Europe and other global regions.

ExFlow Agreements

For recurring, non-PO invoices (such as rent, utilities, or subscriptions) ExFlow’s Agreement functionality allows for touchless processing.

Unlike standard systems, ExFlow can match invoices at both the header and line level against predefined contract terms.

You can configure specific invoice frequencies (monthly, quarterly, or yearly) and set maximum amount thresholds to ensure automated approval only occurs when the invoice perfectly aligns with your contract.

If an invoice exceeds the agreed limit or arrives outside the expected window, the system can dynamically adjust approval routes, automatically notifying the responsible contract owner for manual review. This ensures your fixed costs are managed with high precision and zero manual intervention.

Dynamics 365 & ExFlow Health Check

Uncover optimisation opportunities in your Dynamics 365 Finance & Operations Accounts Payable workflows with a comprehensive audit.

This service includes a workshop and system audit to identify current pain points, usage gaps, or process inefficiencies related to Dynamics 365 Finance & Operations and/or ExFlow. You’ll receive a tailored recommendations report, outlining actionable next steps – covering business processes, user training, feature adoption, and improvement timelines. No changes are made without your input; implementation is optional and at your discretion.

ExFlow AP Training for Dynamics 365

Accelerate user confidence and adoption with ExFlow training for your finance and AP teams.

Designed for accounts payable professionals, and finance leaders, this training provides a comprehensive overview of ExFlow AP automation within Dynamics 365 Finance & Operations. 

Training is available in two formats; self-paced online learning or live virtual classes in a small group setting. Both formats offer practical insights and real-world guidance tailored to the needs of finance and AP teams. Training includes an end-to-end overview of ExFlow AP, Data Capture, and E-Invoicing modules, helping teams fully leverage the solution’s capabilities.