ERP integration

AP automation for Microsoft Dynamics

Xelix connects directly to Microsoft Dynamics to proactively flag duplicates and exceptions beyond rule-based checks and catch errors and risks standard ERP controls miss. 

Microsoft Dynamics and Xelix integration

JOIN LEADING ORGANISATIONS WHO'VE UPGRADED AP CONTROLS ALONGSIDE MICROSOFT DYNAMICS
  • Kraft Heinz
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  • UPMC
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Where your Microsoft Dynamics ERP controls fall short

While Microsoft Dynamics provides a strong ERP foundation, it doesn’t address every challenge involved in running an automated, cost-efficient AP process on its own.

Xelix's AP automation software connects to Microsoft Dynamics without disrupting existing workflows. The platform automatically extracts, corrects and validates invoices in any layout, automates supplier statement reconciliation and flags duplicate payments, fraud and overpayments before cash leaves the business.
  • Approval workflows lack a safety net

    Business Central’s pre-built approval workflow depends on narrow conditions, including pre-defined event types and accurate vendor data.

    When a document gets stuck, automated notifications only help if they’ve been correctly configured and acted on. Otherwise, invoices sit unnoticed with no separate monitoring process. 

  • Duplicate detection relies on an exact match

    Microsoft Dynamics’ duplicate checks typically only review the invoice or document number using exact-text comparison – meaning even a stray space or character difference can go undetected.

    Other fields, including invoice amounts, dates and line-level detail, aren’t usually checked, increasing the risk of overpayments without manual intervention. 

  • Manual reconciliation slows discrepancy resolution

    Microsoft Dynamics has no native tool for supplier statement reconciliation, despite it being one of the biggest sources of recovered overpayments.

    AP teams manually chase and compare statements, usually only periodically – so mismatches and unclaimed credits are left unnoticed.

  • Exception handling lacks proactive detection

    Built-in three-way matching in Microsoft Dynamics only monitors a small, defined set of tolerances at invoice entry, but mismatches require manual investigation.

    Broader exceptions, such as patterns across orders, aren’t proactively flagged and require human reporting.

Why use Xelix alongside Microsoft Dynamics to automate AP processes

  • Save up to £2m per £1b of spend with enhanced duplicate invoice detection

    Xelix's AI analyses 500+ data points per invoices to accurately identify threats and errors, that Microsoft Dynamics' exact-text checks may not catch before the payment run.

    Duplicates or slight variations in invoice numbers, supplier names or invoice formatting are proactively flagged before the payment run.

  • Cut manual reconciliation efforts by up to 95%

    Xelix fully automates statement collection and reconciliation against Microsoft Dynamics invoice and payment history. It expands coverage from 20% to 80%+ of suppliers and recovers missed credits at scale.

  • Get one clear view of AP reporting across products

    While there's no single native view of AP spend across Microsoft Dynamics products, Xelix sits across multiple systems as a single control layer - offering a unified view of spend and risk without manual intervention.

  • Strengthen protection against payment fraud

    Xelix goes beyond basic duplicate invoice checks by cross-referencing records against payment patterns and behaviours to help identify risks that Microsoft Dynamics products may not detect through standard controls alone.

Results our customers have seen

How Xelix delivered ROI for Liberty Global on day one

  • 33x more statements reconciled
  • £18M surfaced in unused credit notes for one entity 
  • £240K in savings via duplicate payments in one month
  • Drastic reduction of supplier queries  
Read the full story

Telecoms

The AP operation behind UPMC's 98% on-time payment performance

  • 98% on-time payment performance (vs. 81% healthcare peer benchmark)
  • $5.5M in early payment discounts and rebates captured
  • $2.4M recovered across 1,300 missing credits
  • $44M worth of missing invoices identified 
Read the full story

Healthcare

How Huntsman used agentic AI to slash vendor queries and streamline AP operations

  • 30 to 3 Helpdesk inboxes consolidated 
  • 90% of vendor spend reconciled 
  • Faster response and resolution time 
  • Fewer vendor queries and escalations 
Read the full story

Manufacturing

Frequently asked questions

Driving the future of Accounts Payable with five core modules

Prevent fraud and incorrect payments, reconcile supplier statements and resolve vendor queries in a smarter, more efficient and cost-effective way. 

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