Simplify Your Data entry
Invoice management is one of the most time-consuming, costly, and error-prone aspects of the payables process. Frankly, it’s a real pain for us human beings.
Why not automate and put artificial intelligence (AI) on the case? Mekorma Invoice Capture will take invoice data entry off your hands while ensuring the right people maintain visibility and control.
Invoice Capture adds to Microsoft Dynamics GP and can be used with the Payment Hub for a true end-to-end automation experience.
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See what Invoice Capture can do for you
How it works
Mekorma Invoice Capture utilizes Microsoft Power Platform to automate data capture and invoice entry into Dynamics GP. When an invoice is received by email, it triggers Microsoft’s AI to read and extract the essential information. The data is then transferred to your ERP system using a Power Automate flow. Once in Dynamics GP, the invoice can be validated and processed according to your business rules.
Receive
Set up a dedicated email inbox for vendor invoices
Capture
AI reads invoice content and pushes the data into Dynamics GP
Validate
AP staff review, adjust, and confirm invoice details
Process
Save invoice to a batch and approve with Mekorma Mobile Workflows
Pay
Generate payment with Mekorma Payment Hub or your preferred payment solution
Invoice Capture could be the perfect solution for your business
Do you check all the boxes?
We want to automate invoice entry into Dynamics GP as easily as possible
We don’t need the complex features of a document management system
We want to track approvals and audit logs right in our ERP system
We process most of our invoices through AP (POP and three-way matching not supported)
Benefits of Invoice Capture with Approval Workflow
Digitized invoice processing
Quicker invoice-to-pay cycle
Reduced manual workload
Easily accessed invoices within your ERP
Save time
Streamlined approvals for greater control
Automation is Worth It
Mekorma customers get immediate benefits from our solutions.
Chief Financial Officer
Spooner Health
Chief Financial Officer
Spooner Health
Chief Financial Officer
Spooner Health
Chief Financial Officer
Spooner Health
Chief Financial Officer
Spooner Health
Grants & Accounting Manager
Garrison Conservancy District
FAQs
No – Document management systems are self-contained software platforms that perform complex tasks for many types of business documents. When using a document management system to process invoices, typically an invoice will be approved within that system and then pushed into your ERP for payment.
Invoice Capture automates invoice entry by populating the relevant information directly into Dynamics GP, so they can be processed further with or without an approval process.
Yes, the software is able to read more than one attachment and process each individually.
The approver will need to resubmit it to the workflow. Invoice Capture does not automatically submit, save, or post the PM Transaction, so AP clerks can edit the distributions before submitting to the approval workflow. If GL adjustments are needed after submitting, the invoice will need to be recalled, edited and resubmitted. This is standard GP Workflow functionality.
Yes, GP Workflow offers out-of-office/delegation options.
Dynamics GP maintains a detailed workflow history (if workflow is enabled). Audit information is available at the transaction level and from a workflow history report. You can access details within GP and print a report of the data.
In addition to Microsoft Power Automate and AI Builder licenses, you will need to have OneDrive and email (preferably Office 365). You will also need to enable Dynamics GP DocAttach.
AI Builder is built on the Azure AI platform and uses both AI and Machine Learning algorithms to determine the content of the invoice. Microsoft pools millions of documents running through their platform on a daily basis, which feeds into the machine learning algorithms. This is always increasing the AI's ability to infer what the content of a document is.
Resources for Invoice Capture
Invoice Capture requires Mekorma and Microsoft subscriptions.
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