AP invoice automation
Supplier invoices matched two-way or three-way against the order and the receipt, with every difference shown on the line.
AP automation for Dynamics 365 Finance and Supply Chain matched to receipts
Manufacturers and distributors running Dynamics 365 Finance and Supply Chain Management across several legal entities still receive supplier invoices, customer orders and remittances as attachments. Fluent reads each document and drafts the Vendor invoice, Sales order, Product receipt or Customer payment journal line against your live data. A person reviews and posts every draft.
Agents
Automate the whole cycle in Dynamics 365 Finance and Supply Chain
Ten agents, one for each document that arrives from a customer, a supplier or the shop floor. Each reads the document, checks it against Dynamics 365 Finance and Supply Chain, and drafts the transaction for a person to review.
Packing slip automation
Packing slips received against the purchase order line by line, in the unit the supplier shipped.
Purchase order automation
Vendor quotes and requisitions become purchase orders, priced in the vendor's own currency.
Quote automation
Requests for quote drafted as sales quotes, with the customer's own part numbers resolved to yours.
Sales order automation
Customer purchase orders drafted as sales orders, checked for duplicates before anything is written.
Shipment automation
Shipping instructions become shipments, every line resolved to the order line it fills.
AR invoice automation
Customer invoices and credit memos posted, so billing stops waiting on a person.
Cash application
Customer payments and remittances applied to the open invoices they settle.
Time entry automation
Timesheets and shop paperwork posted against the right job and operation.
Material issue automation
Material issued to the job without looking up the material sequence by hand.
Validation
Check every document against Dynamics 365 Finance and Supply Chain before it posts
Each agent resolves what the document says against live Dynamics 365 Finance and Supply Chain data, compares it with what the order and the receipt already hold, and shows every difference on the draft.
Resolved against Dynamics 365 Finance and Supply Chain
The vendor or customer, the parts and the order behind the document, confirmed against your own records before anything is written.
- Vendors and customers, by name and tax ID
- Parts, including the other party's own numbers
- Open orders, releases and receipts
Quantities and prices compared
Each line is tied to the order or receipt it refers to, and what the document claims is checked against what Dynamics 365 Finance and Supply Chain holds.
- Quantity against what is left to bill or ship
- Unit price against the order
- Each quantity in the unit the document gives
Ready to review
The draft shows what matched, what did not, and every difference, so approving it is a decision rather than a re-entry.
- Every difference shown on the line
- Unmatched values named, never guessed
- Nothing posts until a person approves it
Comparison
No templates, no field mapping, no model training
Legacy document capture is configured per layout: a template for each vendor, a coordinate for each field, a model retrained when the paperwork changes. Fluent is configured in written instructions, and rewriting them changes what it does.
Legacy OCRAgentic automation
Templates
A template for every vendor, layout and document type
Reads each document the way a person does, whatever the layout
Field mapping
Fields found by position, so a moved column breaks extraction
No coordinates. It consults live Dynamics 365 Finance and Supply Chain data before it writes
Model training
Models retrained on samples whenever a design changes
Corrections become instructions, so it improves without retraining
Exceptions
Exceptions fall out to a queue for manual keying
Reasons through variations and exceptions instead of failing
Changing behavior
Behavior changes through a configuration project
Behavior is set in written instructions you control
Governance
Autonomy you can hand to an auditor
Every agent operates inside boundaries you define. Every action it takes is recorded, explainable, and reversible before it posts.
Approval thresholds
A document over an amount or outside a price tolerance goes to the approvers who own it.
Audit logs
Every field the agent read, every decision it made, on the record.
Data retention
Your documents and data stay under retention policies you control.
Dynamics 365 Finance and Supply Chain validation
Transactions are validated by Dynamics 365 Finance and Supply Chain before they post.
Human review
Exceptions escalate to your team with the agent's reasoning attached.
Permissions
Agents only touch the documents and companies you allow.
ERPs
Automate documents in other ERPs
- Epicor Kinetic
- Epicor Prophet 21
- SAP Business One
- SAP S/4HANA
- Oracle NetSuite
- Acumatica
- Dynamics 365 Business Central
- Odoo
- Infor SyteLine
- Infor M3
- Infor LN
- Infor VISUAL
- Plex
- QAD
- IFS Cloud
- SYSPRO
- Sage Intacct
- Sage X3
- Sage 100
- Sage 300
- Oracle Fusion Cloud ERP
- JD Edwards
- Global Shop Solutions
- JobBOSS²
Frequently Asked Questions
The agent finds the purchase order the supplier invoice refers to and matches each invoice line two-way against the order, or three-way against the order and the product receipts posted to it. Quantity and price differences are shown on the line they belong to, so the AP clerk sees them before posting. The draft vendor invoice carries the vendor, items, units and currency resolved from your data, and anything unresolved is named on it.
Yes. The agent reads the customer's purchase order, resolves the customer account, delivery address, items, including the customer's own item numbers, units and currency, and checks for an existing sales order with the same customer reference. It drafts the Sales order with every value it could not resolve named on the draft. Your order desk reviews and confirms it.
Our engineers connect Fluent to your Dynamics 365 Finance and Supply Chain company during onboarding and run each agent against test documents before it writes to production. The agents read your own vendors, customers, parts and open orders from Dynamics 365 Finance and Supply Chain, and only touch the companies and documents you allow.
Not unless you choose that. By default every agent drafts the transaction and waits for review. An approval workflow routes each document to the people who sign off on it, with thresholds such as an amount or a price variance deciding who reviews what, and every decision the agent made is recorded on the document.
PDFs, scans, photographs, spreadsheets, email bodies, XML and EDI, forwarded by your team or emailed straight to the agent. There are no templates to build per vendor or customer: each document is read the way a person reads it, whatever the layout.
What would you hand an agent in Dynamics 365 Finance and Supply Chain first?
Send us a batch of the documents your team keys into Dynamics 365 Finance and Supply Chain today. We will show you what an agent can match and post, and what still needs your judgment.
