Welcome, we’re glad you’re here. If your finance team is wrestling with Dynamics 365, you’re in the right place.
We help finance teams change how they work and put AI to work, without losing control of the numbers. We implement Business Central and Finance & Operations, rescue projects gone off track, and automate with controls built in from day one.
From invoice to ERP, automatically
“Hi, I’m Ahmed. Your ERP and AI should serve your team, not create more work for it. That’s what we build.”
Ahmed Hanane, CPA, CMA, MBA, former CFO, founder of doKumentive
AI tools are arriving in every finance system. What makes them pay off is a team that can lead the change, keep the numbers right, and put AI where it actually saves time.
New software only pays off when people change how they work. We train your team to find the problems, streamline the process, then automate and standardize it in Dynamics 365, so the new way of working sticks after we leave.
A CPA and former CFO leads every engagement. We build approvals, audit trails and source traceability before anything runs on its own, and every number ties back to your ERP.
AI should take work off your team, not add to it. We find where it adds real value, build and test the AI agents, and train your team on Copilot Studio. One AP client cut invoice processing cost by 70%.
AI does the work. Your team keeps control.
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.
The CPA differenceA CPA designs your chart of accounts, posting setup and costing, so the numbers are right from day one.
For projects that are over budget, late, or live but not trusted. We fix what’s there instead of starting over.
The CPA differenceWe start by reconciling your numbers, so you know exactly what’s wrong before we fix it.
The CPA differenceControls and approvals are built in before anything runs on its own.
Are you a Microsoft partner? We also deliver Dynamics 365 deployments for partners. Dynamics 365 delivery for Microsoft partners
| 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 team of finance and Dynamics 365 specialists works alongside yours. We teach your people to find the problems, then we fix them together.
We train your team to spot where time, errors and risk build up.
We remove steps that add no value before anything is automated.
We build and test AI agents for the work that’s left.
We set the new way of working in Business Central or Finance & Operations so it holds.
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.
We automated invoice capture and matching for one client’s accounts payable team, with approvals built in. Their cost of processing invoices dropped by 70%.
Don’t see your question? Ask it on a free 30-minute call.
We train your team to find the problems themselves, then streamline, automate and standardize the process in Dynamics 365 together. Because your people help design the new way of working, they own it after we leave.
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.
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.
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, and we train your team to use Copilot Studio.
Usually not. Our rescue work fixes what’s already in place, including configuration, data and controls, so you keep the investment you’ve made.
Yes. We’re based in Toronto and work with finance teams across Canada and the U.S.
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.
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.
