ExFlow Data Capture for D365

Best-in-Class AP with ExFlow Invoice Data Capture for D365

Too much paper drives manual labour
High rate of exceptions
Low visibility
Process is too slow

2.1x

more invoices processed
“straight through”

51%

less time spent responding to
supplier inquiries

81%

more efficient to process a
single invoice

79%

lower invoice
processing cost

ExFlow interface showing an example invoice and extracted invoice details in a data capture view.

About ExFlow Data Capture

Manual invoice data entry is a tedious process. For AP departments it’s a time-consuming task with a high risk of errors. Flawed data input can lead to accounting errors, exceptions and data duplication. To automate the process, your team needs powerful invoice data capture software that seamlessly integrates with your accounting system.

ExFlow Data Capture digitally formats and extracts data from invoices, improving accuracy, reducing errors caused by manual entry, and streamlining the accounts payable process.. With its intuitive interface and customizable features, invoice data capturing empowers businesses to achieve greater efficiency, compliance, and cost savings, allowing them to focus on what truly matters: driving growth and innovation.

Why ExFlow Data Capture?

Validated Data: Ensuring Accuracy from the Start

A key AP challenge is matching invoices to ERP records. ExFlow automates validation against vendor data, POs, and rules, eliminating errors and manual checks for 100% accuracy before approval.

Making Adjustments Is Simple and Efficient

Not all invoices are perfect—some may have missing or misread data. ExFlow’s user-friendly interface lets AP teams quickly edit or add info without disrupting workflows. It also learns from corrections, boosting accuracy over time.

Person working on a laptop at a small portable desk in a modern indoor setting with a plant and soft seating in the background.

Fewer Errors, Faster Processing

Invoice errors can cause delays, compliance risks, and extra costs. ExFlow’s EDC flags issues like duplicates or mismatches in a clear dashboard, helping teams resolve them quickly and keep approvals on track.

Robust E-Invoice Support for Seamless Processing

As e-invoicing and regulations grow, ExFlow’s EDC supports multiple formats like Peppol and Pagero, ensuring compliance across regions. It simplifies processing and cuts paper-based inefficiencies.

How It Works: The Mechanics Behind ExFlow Data Capture

1. Invoice Ingestion and Classification

The process begins when an invoice is received via email, electronic data interchange (EDI), or scanned from a physical document. ExFlow invoice data capture software automatically detects and classifies the invoice based on format, vendor, and type. This initial step ensures that the invoice is correctly categorized before further processing, reducing errors and preventing mismatches.

Person wearing glasses and a dark sweater sitting at a desk, looking at papers with a laptop open in front, in a cozy home environment.

2. Data Extraction and Validation

Once classified, the software extracts key invoice details, including invoice numbers, line items, tax amounts, due dates, and vendor information. Using optical character recognition (OCR) and machine learning, it identifies structured and unstructured data, for enhanced accuracy. It then cross-checks the extracted data against purchase orders (POs) or predefined rules, flagging discrepancies for review.

Person working on a laptop displaying charts and graphs at a desk in a bright office setting, with various items like a phone, glass, and tray nearby.

3. Integration with Accounting Software

After successful validation, the extracted data is transferred into the company’s accounting software. The system matches invoice numbers to corresponding POs or receipts, automating the approval workflow. This step eliminates the need for manual data entry, thus reducing processing time and improving financial accuracy.

Business man sitting with calculator and reports in front of him.

4. Approval Routing and Payment Processing

With all data validated and imported, the invoice follows a predefined approval workflow. The software routes invoices to the appropriate approvers based on amount thresholds, vendor policies, or cost center allocations. Once approved, the invoice is scheduled for payment, and payment status updates are automatically recorded in the accounting software for full visibility.

This structured workflow ensures that every invoice is accurately captured, processed, and approved, making invoice data capture software an essential tool for optimizing AP operations.

Close-up of a person using a calculator and reviewing financial spreadsheets, emphasizing budget control and financial planning.

What’s in it for you?

Cost Reduction & Efficiency

ExFlow invoice capture software eliminates manual data entry, significantly lowering operational costs while boosting efficiency. By streamlining financial workflows, businesses can process invoices faster, reduce human errors, and free up valuable resources for strategic tasks.

Enhanced Financial Control

Gain greater control and visibility over financial workflows with automation that boosts compliance and accuracy. Clear audit trails, role-based approvals, and secure storage ensure every invoice is properly reviewed and recorded, improving cash flow and regulatory adherence.

Fraud Prevention & Security

Minimize the risk of fraud and unauthorized transactions with intelligent automation. ExFlow Data Capture verifies invoices against company policies, flagging anomalies and duplicates in real-time. Built-in fraud detection, secure approvals, and digital audit trails add robust protection to your financial processes.

Global Support Network

Tap into our global partner network for expert support wherever you operate. ExFlow Data Capture ensures smooth compliance with regional regulations, tax laws, and currencies, streamlining international operations. Our worldwide presence keeps your business informed, compliant, and ahead of the curve.

Real-Time Financial Insight

Get instant access to key financial data for faster, smarter decisions. Automated invoice capture offers real-time visibility into cash flow, spending, and liabilities. With dynamic reporting and analytics, finance teams can better manage budgets, forecast expenses, and spot savings opportunities.

Innovative Automation Features

Revolutionize financial management with advanced automation—AP automation, e-invoicing, and AI-driven data extraction. These tools streamline invoice processing for faster, more accurate results. By modernizing workflows, businesses boost productivity, cut admin tasks, and elevate financial performance.

WORDS FROM SOME OF OUR CUSTOMERS

Check our case studies and see how other clients leveled up their business with our help

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We can now streamline one of our processes in ExFlow in such a way that our credit accountant, who used to spend an entire week each month on this task, now only sees the invoice when they approve the payment

Monica Kousgaard Franck

Finance Applications Specialist

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There are a lot of competitor solutions these days, but the fact that ExFlow is built in, native to D365FO, and you don’t need to log out and go into another external system, really sealed the deal for us

Jason Green

D365 Finance and Operations Consultant

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Our AP team is actually smaller now as a USD$50 million company, compared to when we were a USD$20 million company and ExFlow is a major contributor to that

Tom Carlson

Controller

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ExFlow saves us a lot of time. When a colleague resigned, there was no issue handling the extra AP workload while we were looking for their replacement.

Chen Chen Leong

Head of Accounts Payable

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Our only regret is that we didn’t implement ExFlow earlier, when we went live with Dynamics 365 Finance and Operations

Kelvin Payne

Group Finance Controller

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It is very good to see how powerful the tool is for a financial department

Annika Wide

CFO

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