Welcome, we’re glad you’re here. If your finance team is wrestling with Dynamics 365, you’re in the right place.
CPA-led Microsoft Dynamics 365 implementation, rescue and automation
doKumentive is a Toronto-based Dynamics 365 partner led by a CPA and former CFO. We deploy Business Central and Finance & Operations, rescue projects that have gone off track, and automate finance and operational processes with AI, with controls built in from day one. We work with companies and Microsoft partners across Canada and the U.S.
- 87automation and Dynamics 365 projects delivered
- 60 daysto rescue a manufacturer’s Business Central costing
- 70%lower invoice processing cost for one client
- 2016founded in Toronto, serving Canada and the U.S.
Why CPA-led matters now
We start with the numbers, not the software.
Whether we’re deploying Dynamics 365, rescuing a project or automating with AI, we work to five strengths every CPA already brings. AI drafts. Your team decides.
Judgement
AI suggests. You decide.
Automation prepares the entry or the match. A person on your team approves it, and we build that approval step in from day one.
Accuracy
Confident isn’t correct.
Every automated number ties back to the source data in your ERP, and key figures are checked independently before go-live.
Security
Confidentiality never pauses.
We use enterprise AI tools with clear data retention, and we work within your company’s AI and data policies.
Auditability
Untraceable means unreliable.
Each workflow records what ran, when, and who approved it, so your auditors can follow it end to end.
Source identification
Know where it came from.
Every AI output points back to the invoice, document or rule it came from. Anything without a source is treated as unverified.
AI drafts. CPAs decide.
Which side are you choosing?
Dynamics 365 services
Implement, rescue or automate Microsoft Dynamics 365
doKumentive helps finance teams in three ways. We implement and rescue Business Central and Finance & Operations, and our AP automation also works with Dynamics GP, Sage 300 and other ERPs.
Implement
Business Central and Finance & Operations implementation
A CPA designs your chart of accounts, posting setup and costing, so the numbers are right from day one.
- Dynamics 365 Business Central
- Dynamics 365 Finance & Operations
- For companies and for Microsoft partners
Rescue
Dynamics 365 implementation rescue
For projects that are over budget, late, or live but not trusted. We fix what’s there instead of starting over.
We start by reconciling your numbers, so you know exactly what’s wrong before we fix it.
Automate
AI and business process automation
Controls and approvals are built in before anything runs on its own.
- AP invoice capture and matching
- AR reconciliations
- A faster period-end close
- Related operational business processes
- Finding where AI adds value
- AI agent building and testing
- Copilot Studio training
Are you a Microsoft partner? We also deliver Dynamics 365 deployments for partners. Dynamics 365 delivery for Microsoft partners
Implement or rescue: which do you need?
| Topic | Implement | Rescue |
|---|---|---|
| Where you are | Choosing or starting Dynamics 365 | Already underway or live, and it isn’t working |
| Typical signs | Outgrowing spreadsheets or an older ERP | Over budget, late, or numbers nobody trusts |
| What we do | Design and deliver around your finance process | Assess, stabilize and fix, without starting over |
| First step | Book a free 30-minute call | Request a rescue assessment |
How our team works
We teach your team to find the problems. Then we fix them together.
I’m Ahmed Hanane. I was a CFO before I founded doKumentive in Toronto in 2016, and I know how much time finance teams lose to manual work and numbers they can’t fully trust.
Our team of finance and Dynamics 365 specialists works with yours in four steps:
- Identify the problems. We train your team to spot where time, errors and risk build up.
- Streamline the process. We remove steps that add no value before anything is automated.
- Automate with AI. We build and test AI agents for the work that’s left.
- Standardize in your ERP. We set the new way of working in Business Central or Finance & Operations so it holds.
Your team learns the method, not just the tool.
Ahmed HananeCPA, CMA, MBA, former CFO, founder of doKumentive
Client results
Dynamics 365 results our clients can measure
Rescue: Business Central, manufacturing
60 days
Evapco’s Business Central cost accounting, rescued
Evapco’s Business Central system was showing incorrect product costs and wrong inventory values. In 60 days, we fixed the cost accounting setup in their manufacturing environment so finance could trust the numbers again.
Automate: accounts payable
70%
Invoice processing cost cut by 70%
We automated invoice capture and matching for one client’s accounts payable team. Their cost of processing invoices dropped by 70%.
Questions
Dynamics 365 and finance automation FAQ
Don’t see your question? Ask it on a free 30-minute call.
- How long does a Dynamics 365 rescue take?
- It depends on what’s broken, and we’ll tell you after the assessment. As one example, we rescued a manufacturer’s Business Central cost accounting in 60 days.
- What does AP automation cost?
- Cost depends mainly on your invoice volume and how many entities and approval steps you have. We give you a fixed quote after the first call.
- Do you work with companies outside Toronto?
- Yes. We’re based in Toronto and work with finance teams across Canada and the U.S.
- How is this different from Copilot?
- Copilot is Microsoft’s AI assistant inside Dynamics 365. It’s a tool. We’re the team that sets up the controls, data and approvals so tools like Copilot produce numbers you can sign off on.
- Do we have to start over if our implementation is failing?
- Usually not. Our rescue work fixes what’s already in place, including configuration, data and controls, so you keep the investment you’ve made.
- Who will we actually work with?
- A named, accountable person from our team who owns your engagement from start to finish. Your first call is with our ERP expert, so you speak with finance people from day one.
Let’s talk about your finance team
Book a free 30-minute call with our ERP expert. Tell us what’s slowing your close or worrying you about Dynamics 365, and we’ll give you an honest view of what we’d do, whether or not you work with us.
Or call us at +1 647-939-2128.
Our guarantee: we stand behind the results of our work on AP and AR automation, ERP deployments and rescues.
