Invoice Integration (OCR)
Automate invoice management and reduce administrative time by up to 60% with OCR integrated into Dynamics
Digitise, post, and control your documents directly in your Dynamics ERP, without errors or manual tasks. Request a free personalised DEMO and assess the impact on your financial processes.
THE CHALLENGE
Invoice volumes are growing faster than the capacity to manage them
As a company grows, the volume of invoices and accounting documents increases exponentially. What used to be a manageable process becomes an operational burden that affects finance, administration, and internal control.
Common situations:
- Invoices received in multiple formats (PDF, paper, email)
- Manual data entry processes in the ERP
- Delays in posting
- Difficulty locating documents during audits
- Risk of errors in amounts, suppliers, or general ledger accounts
The result:
- Growing administrative inefficiency
- Lack of control and traceability
- Dependence on repetitive, low-value tasks
- Bottlenecks in the accounting close
- Limitations to scaling operations
Root cause
The problem is not only volume, but the lack of integration between systems and processes. In many organisations:
- The ERP is not prepared to capture data automatically
- Document digitisation is disconnected from accounting
- Administrative teams spend time on low-value tasks
- There is no single flow between capture, validation, and posting
This creates operational bottlenecks and limits scalability.
THE SOLUTION
Full automation of the document-to-accounting cycle
Revertis proposes an integrated approach to document management and accounting automation, directly connected to your ERP.
It is not just digitisation: it is full automation of the document-to-accounting cycle.
Capture at source
We digitise invoices at source (scanning or digital capture).
Advanced OCR
We automatically extract key data using advanced OCR technologies.
Intelligent validation
We validate the information according to business rules.
Automatic journal entries
We automatically generate the journal entry in the Dynamics ERP.
Linked archive
We archive the document linked to the accounting entry.
Any document
Extendable to purchase orders, contracts, technical datasheets, and any type of document.
OBJECTIVE
Turn manual processes into automated, measurable, and scalable operations.
Transformation
From manual posting to a fully automated accounting cycle
Before
Manual data entry
Slow, people-dependent processes
Frequent posting errors
Low document traceability
After
Invoices automatically posted in the Dynamics ERP
Significant reduction in administrative tasks
Greater accuracy in accounting data (-80% errors)
Immediate access to linked documents
An efficient, controlled, and scalable process
WHAT IT INCLUDES
The full document and accounting management cycle
Capture and digitisation
- Capture from scanner
- Capture from email
- Digital capture (PDF and other formats)
OCR and intelligence
- Automatic data recognition
- Extraction of key fields
- Learning new formats
Validation and posting
- Configurable business rules
- Integration with Microsoft Dynamics
- Automatic generation of journal entries
Archiving and search
- Structured digital archive
- Document-to-entry linking
- Advanced search and retrieval
Compliance and audit
- Full traceability of each document
- Regulatory compliance
- Audit-ready information
How many hours does your administrative team spend posting invoices each month?
Request a free personalised DEMO. We analyse your current process and show you the automation potential.
METHODOLOGY
How we implement the solution
01
Analysis of the current process
We assess the invoicing flow and critical points
02
OCR configuration
Fine-tuning capture, recognition, and business rules
03
Integration with Dynamics
Connecting the automated flow to the existing ERP
04
Validation with real data
Testing in the operational environment and fine-tuning
05
Go-live and training
System activation and user training
RESULTS
Tangible results: 40-60% less time, 80% fewer errors
Direct impact on operations and business:
- 40-60% reduction in invoice processing time
- Reduction of manual errors by up to 80%
- Faster accounting close
- Improved financial control and traceability
- Higher productivity for the administrative team
Direct impact on:
- Administrative efficiency
- Accounting quality
- Scalability capacity
ONGOING SUPPORT
The value does not end with implementation
Process optimisation
Continuous optimisation of the document flow
Rule tuning
Tuning of rules and automations
Specialised support
Specialised technical and functional support
Module evolution
Evolution according to business needs
ABOUT REVERTIS
Specialists in accounting automation and administrative processes
20+ years
of experience as a Microsoft Partner
Practical approach
Business-oriented, not theoretical
Integration with Dynamics
Native connection to the existing ERP
Technology + real processes
Aligned with day-to-day operations
Efficiency and scalability
Projects focused on control and growth
