Welcome, we’re glad you’re here. If your finance team is wrestling with Dynamics 365, you’re in the right place.
CPA-led AI finance automation for Microsoft Dynamics 365
Dokumentive is a Toronto-based Dynamics 365 partner led by a CPA and former CFO. We automate AP, AR and the close, implement Business Central and Finance & Operations, and rescue projects that have gone off track. We work with finance teams across Canada and the U.S.
- Ahmed Hanane, CPA, CMA, MBA
- Former CFO
- Toronto-based since 2016
- Finance first
- 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
AI is arriving in every finance system. Someone still has to stand behind the numbers.
With Dokumentive, that someone is a CPA. Automation only helps a finance team when the controls, the data and the accountability are right first, so that’s where we start.
Controls before automation
We set approvals, segregation of duties and audit trails before we switch anything on, so automated entries are ones your auditors can follow.
A team that speaks finance first
We talk accruals, three-way match and month-end, not modules and licences. You won’t need to translate your close for a consultant.
A named, accountable person
Every engagement has one person you can call by name, who owns the outcome from the first conversation through go-live and beyond.
Dynamics 365 services
Automate, implement or rescue Microsoft Dynamics 365
Dokumentive helps finance teams in three ways, all inside Business Central or Dynamics 365 Finance & Operations.
Automate
AI automation for finance and operations
- AP invoice capture and matching
- AR reconciliations
- A faster period-end close
- Related operational business processes
- AI agent building and testing
- Training for your team
Implement
Business Central and Finance & Operations implementation
- Dynamics 365 Business Central
- Dynamics 365 Finance & Operations
- Designed around your chart of accounts and controls
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.
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 |
Our founder and team
I’ve sat in the CFO’s chair. That’s why we start with the numbers.
I’m Ahmed Hanane. Before I founded Dokumentive in Toronto in 2016, I was a CFO, and I know what it’s like to sign off on numbers from a system you don’t fully trust.
Today our team of finance and Dynamics 365 specialists works the way I’d want a partner to work with me: controls first, plain language, and one person who answers for the result. When you book a call, you’ll speak with someone who understands your close, not just the software.
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 CPA-led 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.
