Finance teams don’t work slowly, not at least deliberately. For one, they cannot afford to make mistakes, but more importantly, the systems they are using are not built for the modern era.
Manual invoice entry, format inconsistencies, and disconnected approval chains are not edge cases, but they are a daily reality for most accounts payable teams using legacy systems and a manual approach.
DynaTech's invoice automation agent changes this, and we bring AI-enabled automation tools built to operate inside Microsoft Teams and integrated directly with Dynamics 365. Our invoice processing automation handles the complete invoice lifecycle from extraction to recording payments without pulling your team into every step.
Microsoft Copilot inside Dynamics 365 is a capable assistant for navigation, task summaries, and surface-level guidance. But invoice automation demands more than over-the-table assistance.
Built-in CoPilot isn’t built to understand.
On the other hand, DynaTech’s AI agent is built for finance process automation from scratch. Powered by Azure Document Intelligence and deployed through Copilot Studio, it connects to live D365 financial data and operates with full awareness of your actual accounts payable workflow.
The agent uses OCR-based Document Intelligence to extract structured data from incoming invoices automatically. It captures and maps a wide array of information, including vendor name, line items, amount, due date, taxation, specific rules, and more directly into Dynamics 365.
No manual entry, no risk of error, zero dependency on a single individual. We bring intelligent document processing at the transactional layer, not just document reading.
Extracted invoice data is submitted directly into your Dynamics 365 finance environment through a secure integration layer.
This means no juggling between teams to update data and no duplicate data entry. The agent works within your existing D365 configuration and keeps financial records clean and current in real time.
Once an invoice is validated and matched, the agent moves it through the approval chain and into payment processing without any human assistance, but stops when it's time to make the payment. The goal is a closed loop from invoice receipt to payment execution, with minimal human touchpoints.
Before any invoice moves forward, the invoice workflow automation agent cross-references it against the corresponding purchase order and goods receipt. Discrepancies are flagged before they become payment errors. This is a core control in enterprise invoice automation that most manual processes cannot enforce reliably at scale.
A missing field, difference in order size, price discrepancy, unapproved vendor, or any issue is flagged and escalated instantly for the right person within Microsoft Teams. The invoice automation software works with full context and holds the invoice at its current stage.
Issues in the existing invoice workflow automation workflows are not due to technology failure, but rather the process that needs to be rectified. Finance teams chase approvals across email threads, re-key data that already exists in supplier documents, and reconcile payment records that should never have diverged in the first place.
The result? Finance teams spend more time on the same process. But that’s not all, it can also lead to late payment penalties, strained vendor relationships, and audit trails that require manual reconstruction.
DynaTech's agent eliminates these failure points by replacing reactive, manual coordination with a structured, intelligent process.
The invoice automation agent connects to Dynamics 365 through a secure integration layer, giving it access to live financial records, vendor master data, and procurement workflows.
When an invoice arrives, the agent;
It does all of this without waiting for a coordinator or human supervision. Beyond ERP invoice automation, the agent also monitors invoice status, surfaces bottlenecks in the approval pipeline, and answers finance team queries in plain English inside Microsoft Teams. Your team asks. The agent responds with live data.
Here’s an intelligent document process use case of our AI Agent. When a supplier sends a PDF invoice via email, the agent;
For the same process, a coordinator who would have spent 15 minutes on data entry and cross-checking sees the work done within seconds, and all they will receive is a status notification.
A finance manager asks inside Teams:
The agent returns a live summary, by vendor, by invoice, or by stage, and identifies the specific approval step causing the delay.
No report-building. No chasing colleagues. No blame-games. Complete harmony in the team.
An invoice arrives with a line-item total that does not align with the approved purchase order.
The invoice automation software agent;
It also extracts the original PO, the invoice, and the exact variance highlighted, ready for a decision, not a search.
| Business Challenge | Agentic AI Solution |
| Manual invoice entry creates processing backlogs and data entry errors that affect the downstream payment cycles. | Intelligent document extraction captures and maps invoice data into D365 automatically, eliminating manual keying and the errors it introduces. |
| Right now, your team may not have real-time visibility into where invoices are stuck in the approval or payment pipeline. | Live invoice tracking delivers status updates and bottleneck identification within MS Teams. Generate accurate reports of the invoice’s current status with cross-departmental chasing. |
| Three-way matching is inconsistently applied or skipped entirely when the employees have multiple invoices to process. | Automated cross-validation against purchase order and goods receipt data ensures matching is enforced on every invoice before it is sent for final payment to ensure accuracy and consistency. |
| Audit readiness requires manual reconstruction of invoice history and approval chains. | A complete, timestamped audit trail is maintained automatically for every invoice action, which includes extraction, validation, matching, approval, and payment. |
| Exception handling falls on individual team members, and without a proper structured escalation path, mismatches in payments are common, which can strain vendor relations. | Discrepancies are flagged, reported, and routed to the right person inside Teams automatically, and the invoice is held until resolved. |
The AI-empowered finance agent is orchestrated through Microsoft Copilot Studio and powered by Azure Document Intelligence for OCR-based extraction across multi-format invoice inputs.
The entire invoice automation architecture is designed to be added to your existing Microsoft ecosystem, not to replace any part of it.
DynaTech deploys the Invoice Automation agent as a low-code extension to your existing Dynamics 365 and Microsoft Teams environment.
We don’t have to re-architect the ERP system, rebuild the platform, or retrain your existing systems.
It's a standalone AI agent that is pre-configured to your invoice types, validation rules, approval thresholds, and matching logic during the deployment engagement. Most teams are operational without disruption to live financial workflows.
The ROI of DynaTech’s agentic automation tool isn’t aspirational, but we have built it to deliver high-impact results.
These are only some of the outcomes you will get. All you have to do is replace manual accounts payable coordination with a structured, intelligent agent that runs inside the systems your team already uses.