## End-to-End AP Automation for Microsoft

**Invoice Management**

**The Ottimate Card**

**Insights**

**Vendor Pay**

Otti for Every Industry

### Industry-Specific AP Automation  
Every industry has to do AP, but no company’s AP process is the same. Ottimate’s AI automation for Microsoft fits into your unique industry dynamic – and works overtime so you don’t have to.

### AP Automation The Way You Want It  
Work better with your teams from a single source of truth. Ottimate eliminates data entry and stacks of paper for your teams that use Microsoft. Choose your role to learn more;

- [**Controllers**](https://ottimate.com/roles/controller/)
- [**AP Managers**](https://ottimate.com/roles/ap-manager/)
- [**CFOs**](https://ottimate.com/roles/cfo/)
- [**Approvers**](https://ottimate.com/roles/approver/)

### How it Works for Microsoft Dynamics Solutions  
Just scan and upload your invoices – we digitize your invoice images, code everything correctly, and allow you to easily export them to your Microsoft Dynamics accounting software.

### Automation Features Built for Microsoft Users  
- Capture robust line-item detail  
- [Eliminate over 90% of manual processes](https://ottimate.com/feature/invoice-automation/)  
- Custom approval workflows  
- [Straightforward Payment Automation](https://ottimate.com/feature/vendorpay/)  
- Simple ERP integration set-up  
- [VendorPay & Spend Management](https://ottimate.com/feature/spend-management/)  
- Instant invoice capture with 99% accuracy  
- [2-and-3-way PO match](https://ottimate.com/feature/po-match/)  
- Unlimited custom dimensions

## See how Del Frisco’s gets real time data from Ottimate and Microsoft Dynamics  
> Out of the four or five hundred invoices that we process weekly between all our brands, there may be 2 or 3 that need manual intervention. That success rate has really ensured that we have reliability in our data and consistency for our operators.
>  **Juan Salas**  
>  CTO, Del Frisco’s

## Frequently Asked Questions  
**Can Ottimate integrate with both Dynamics 365 and older versions?**  
Ottimate is designed to integrate with Dynamics 365 and can be customized for compatibility with older versions of Microsoft Dynamics.

**What types of Dynamics systems can you integrate with?**  
We support Dynamics GP, Dynamics NAV, Dynamics 365 Business Central, Dynamics 365 Finance, and Dynamics SL accounting systems.

**Can custom transaction types be mapped?**  
Absolutely. We will customize the integration based on your unique Dynamics transaction types, financial report structures, and more.

**What Dynamics version is required?**  
We recommend Dynamics versions 2015 or higher to leverage the latest API and integration capabilities.

**Does the integration work with add-on ISV solutions like Jet Reports?**  
Yes, any ISV add-ons or bundles installed on Dynamics will retain full functionality and data access with our Dynamics integration.

**Can users access source documents and details?**  
Yes, users can click directly into any Dynamics transaction to view the original Ottimate invoice image, vendor details, and line-item mappings.

**Which verticals and industries does Ottimate work with?**  
Our features are fit for every industry; thoughtfully built to suit specific needs.