The journey of one organization

How one organization's digital transformation ultimately led to a 40% reduction in invoice processing time.

Invoice Automation for Dynamics 365 PMX SUC 1260x706

An organization that builds, sells and leases relocatable office and classroom spaces recently underwent an ERP migration to Microsoft Dynamics 365. During the process it was discovered that their existing, legacy invoice automation solution was not capable of functioning with Dynamics 365, which meant finding a new solution -- and with 2,500 invoices coming in monthly, it needed to go-live fast, within 90 days to be exact.

The AP supervisor’s positive past experience with implementing an invoice automation solution from Bottomline led her to suggest the company as a possible process transformation partner. Bottomline and the AP team went through a discovery session to identify challenges, objectives and a timeline for the project.

the bottomline difference

How Bottomline exceeded expectations

Bottomline’s implementation team met the aggressive go-live timeline with minimal involvement required from the customer’s IT resources. The immersive integration of Paymode-X within the Dynamics 365 platform means that licensed ERP users can work within familiar user interfaces which helps maintain work continuity and low ownership cost.


With Paymode-X fully deployed and functional, the customer’s CFO and AP team are particularly impressed with:

  • The invoice capture portal and the ability to manage receipt of invoices and supporting documents from various sources with machine learning and OCR capabilities to automatically index, validate key metadata and land in Dynamics 365 for workflow and posting.
  • The quick level of process automation that Bottomline’s PO matching capability brought to the AP team’s functionality, freeing their up time for more value-added projects.

Bottomline has become a trusted automation partner, educating and guiding the AP team members to empower them to maximize the benefits of invoice automation and all of the efficiencies it offers. Paymode-X Invoice Automation for Dynamics 365 has proven itself to be a transformational solution that delivers significant operational and strategic benefits.


  • The automated vendor-based coding and routing profiles that reduce the need for data entry, so much so that it wasn’t necessary to backfill the recent departure of an AP team employee.
  • How invoices are now governed through a final workflow that offers flexible routing options, enhanced email-based response with mobile approval support and a dashboard to stay compliant with vendor SLA’s.
  • The systemic audit history and full visibility into user actions throughout the lifecycle of the invoice.

The realized benefits after selecting Paymode-X Invoice Automation

BT process & representation 121

40% reduction in invoice processing time

BT process & representation 117

Touchless PO process, including exceptionbased instances

BT documentation & messaging 47

Mobile device approval for remote and on-the-go employees

BT security fraud & risk 158

Complete visibility throughout full invoice lifecycle

Why invoice automation?

30% of AP teams cite reducing invoice processing costs as their top priority

Source: Ardent Partners


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