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PT-X Connect for Microsoft Dynamics 365


If your organization has an ERP system such as Microsoft Dynamics 365 for Finance and Operations, a cloud-based document management system may be the answer to get your financial documents organized.

Businesses today typically have to manage multiple templates for the same document across different business entities, geographic regions and product lines. Differing business requirements can impact the content and presentation of each document.

PT-X Connect for Microsoft Dynamics 365 centralizes and optimizes the creation, distribution, and tracking of all your mission critical financial documents while alleviating the ongoing costs and burdens associated with other solutions.

Read this datasheet to discover how your organization can achieve simple, powerful and flexible document creation to keep pace with modern business requirements.

AP departments can achieve 90 percent cost savings by converting to electronic payments from paper checks. How does your organization measure up ?

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Customer Success Story

Southbank Centre Saves Time and Money with Document Automation

By choosing to use Bottomline’s PT-X Connect to simplify this process Southbank have been able to reduce the invoicing process time by 80%, save two days a month reducing day sales outstanding, and improve visibility and control over financial documents

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