Accounts Payable Automation For Business Central

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Business Central AP Automation Made Easy

 
Source Technologies brings enterprise-grade AP automation and secure electronic signatures directly into your Business Central environment.
 

The Challenge (The "Why")

  • Manual Bottlenecks: Is your CFObusiness central ap automation stuck signing physical stacks of checks?
  • Compliance Risk: Are you manually checking TINs and OFAC lists for every vendor?
  • Workflow Gaps: Does your approval process break when your team works remotely?

The Source Technologies Advantage

Native ERP Integration

  • Built-In, Not Added-On: Our solution lives directly within your existing ERP. There is no new interface to master and no secondary portal to manage.

  • Seamless Security: We leverage your current ERP workflows and security protocols to ensure segregation of duties remains intact.

  • Total Transparency: Every transaction features a comprehensive end-to-end audit trail located inside your ERP, complete with detailed, real-time status tracking.

Adaptable Payment Processing 

  • Smart Routing: Utilize multiple payment providers with the ability to route transactions based on modality. This allows you to prioritize cost-savings and maximize rebate opportunities.

  • Operational Choice: You decide whether to outsource payments or process them entirely within your ERP environment.

  • Dynamic Adjustments: Maintain total control at the vendor level. For example, you can switch a vendor to a local check for a single transaction before returning them to outsourced processing.

  • Customized Automation: Choose which payments are handled by RPA and which stay purely within the ERP. You have the ultimate flexibility to align with your specific business logic.


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Integrated Compliance & Vendor Validation

  • Verified Data: Keep your ERP as the ultimate "source of truth" with automated validation for addresses, TINs, and OFAC status.

  • Real-Time Screening: OFAC checks are performed at the moment of payment. If a match is detected, the transaction is instantly frozen.

  • Automated Reporting: Compliance reports are generated directly within the ERP, ready to be submitted to regulatory bodies as needed.

Versatile Remittance Management

  • Dual-Source Options: Choose whether remittances are issued by the ERP or your payment provider, allowing you to control exactly what information your vendors see.

  • Simplified Delivery: Leverage the speed of RPA for standard, straightforward remittance notifications.

  • Complex Detail Support: For intricate reporting requirements, you can process the payment via RPA while the ERP handles and delivers high-detail remittance documents directly to the vendor.

Our Robotic Software Solutions

Robotic Payments Automator (RPA) Software

If you are trusting one of your most critical business processes to a manual operation, you are likely spending and risking much more than you know. RPA gives you a fast, cost-effective, and secure way to automate your payment process.

RPA enables our customers to automate payments using software bots to automating repetitive and rule-based tasks within business processes.

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RPA White paper

Get your free whitepaper for robotic payments, providing you with a deeper understanding of how out payment solutions can improve the accounts payable process.
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Recent Blog Articles

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Our gurus help you find the right payment solution.

Our team is here to discuss your secure printing options. Book your discovery call with a payments specialist.

Frequently Asked Questions: Business Central AP Automation

How does AP automation work with Business Central?

AP automation works through direct, native integration inside Microsoft Dynamics 365 Business Central rather than relying on an external application or secondary portal. Source Technologies embeds its Robotic Payments Automator (RPA) solution directly within your ERP platform to automate repetitive, rule-based tasks using software.

The system leverages your existing Business Central workflows and security protocols to maintain segregation of duties. When it is time to process payments, the software runs real-time vendor compliance checks (like TIN matching and OFAC checks), and logs an end-to-end audit trail inside your ERP environment.

What are some tips for starting with AP automation in Business Central?
    • Choose a Native Solution: To minimize disruption, look for an automation tool built natively into Business Central. This prevents your accounting team from having to learn a completely new user interface or suffer from "portal fatigue".
    • Maintain Vendor Control: Ensure the solution allows you to retain ultimate control at the individual vendor level. For example, pick a tool that gives you the flexibility to dynamically switch a vendor to a local check for a single transaction before returning them to automated processing.
    • Prioritize Vendor Enrollment Support: Manual vendor onboarding can exhaust internal resources. Choose a partner that manages the enrollment process for you, systematically onboarding your vendor base into electronic and rebate-positive payment types.
    • Establish Clear Business Logic Rules: Before launching software bots, define which workflows require custom, complex logic so you can easily specify which tasks should be offloaded to RPA and which should follow standard ERP routing.
Why should I use AP automation with Business Central?
    • Eliminate Manual Bottlenecks & Mistakes: It ends manual, time-consuming habits such as forcing executives to hand-sign physical check stacks.
    • Turn AP into a Profit Center: The system automatically optimizes your payment modalities to prioritize rebate opportunities, enabling your company to earn actual revenue back via Virtual Card rebates.
    • Mitigate Fraud & Compliance Risk: It replaces fragile, manual screening with real-time, automated verification for addresses, Taxpayer Identification Numbers (TIN), and Office of Foreign Assets Control (OFAC) sanctions watchlists right at the moment of payment.
    • Ensure Absolute Audit Transparency: Every payment action and software bot movement generates an irrefutable, real-time audit trail and compliance report directly inside Business Central.
Where can I get AP automation for Business Central?

You can implement enterprise-grade AP automation directly through Source Technologies. Their specialized RPA for Business Central solution is fully customizable to align with your organization's specific operational requirements and business logic.

To learn more, explore detailed system features, or set up a consultation with a subject matter expert, you can visit the dedicated solution page at Source Technologies Business Central AP Automation or contact their sales team directly at sales@sourcetech.com.