Customizing Your AP Automation Software for Unique Demands

Automation, appropriately applied and configured in alignment with your business goals, can be a powerful tool. With it, you can generate savings and improve business outcomes. While many efforts focus on customer-facing automation, back-office tools are just as important. Advanced AP automation software such as Tungsten AP Essentials delivers the capabilities you need to streamline invoice processing and achieve better visibility into the core financial aspects of your operation.

However, the power of AP Essentials is amplified when you can integrate it into larger business systems. Deeper connections facilitate better data analysis and ensure that you can accelerate your workflows. With solutions from the Tungsten Marketplace, you can extend AP Essentials into your mission-critical workflows. Consider how Marketplace solutions give you greater reach.

Customizing AP Essentials Integration With the Tungsten Marketplace

AP Essentials is a direct link to streamlining invoice capture and data validation. You can swiftly ingest data from any point of origin – a paper scan, PDF or email attachment – and access invoice data rapidly from anywhere using industry-leading optical character recognition. Once you have that data, what else can you do with it? AP Essentials offers many vital functions, but the Tungsten Marketplace provides access to adopting more advanced functionality.

That’s where the Connector for AP Essentials and Microsoft D365 Business becomes relevant. Developed by ImageTech Systems, a Tungsten Platinum Partner, this connector is available at three feature levels to meet different needs.

Directly connecting D365 Business and AP Essentials provides access to essential information for your accounting procedures. Without this connect, staff might need to resort to manual work or switch between software inefficiently. This solution enables the integration of a workflow automation solution into your ERP.

What about satisfying requirements that your specific vendors may have? Interfacing with their systems may require additional connections for your APS software. For example, you may need to connect to Oracle databases or other Microsoft D365 modules. Additional packages, including the AP Essentials Integration Package, deliver what companies need in a cost-effective solution.

Capabilities You Unlock

Integrating AP software connectors into your workflow unlocks many features. For example, this connector adds a must-have functionality: general ledger coding. With general ledger codes defined in D365 Business, there was previously no easy way to align those codes with information in AP Essentials. The connector now supports the direct importation of GL codes. Code your payable invoices inside AP Essentials for speed and efficiency.

You can also now map accounting dimensions within AP Essentials. Information remains updated between both locations. Consistency and reliability help eliminate the need for time-consuming tasks that require you to exit the AP Essentials environment.

Perhaps most important is the addition of automated matching capabilities. 2-way and even 3-way matching simplifies reconciling dollar amounts and item quantities between AP Essentials and your order data contained in Business Central. Matching is often one of the most time-consuming tasks in invoice processing, but this connector gives your AP teams a critical tool for accelerating their work. Enjoy an approval workflow that moves seamlessly between the two platforms.

Start Your Automation Journey Today

With Microsoft Dynamics 365 Business Central, growing businesses can leverage the power of an industry-leading ERP for critical financial tools. Connecting to AP Essentials, you can streamline invoice processing tasks while ensuring essential information flows seamlessly between the two. The result is a more effective deployment that maximizes your automation investment’s value, impact and reach.

Good AP automation software is essential to increase your competitive edge in today’s market, but it cannot be used in isolation. Integrate it into your current workflows and financial systems to unlock its potential. By instead integrating your software into an ERP, you gain the best of both worlds. With Tungsten platforms and Marketplace solutions from proven experts, unlocking those benefits is simple and accessible. Find out more about what’s available to your company today.