Dynamics 365 Finance & Operations
F&O for larger and multi-entity companies: financials, costing and reporting, and how we stabilize projects that have gone off track.
Thanks for your interest. Tell us a little about your team, and we’ll show you what automation looks like inside your Dynamics 365.
See Dynamics 365 Finance & Operations, Business Central, AP and AR automation, or AI agents at work, set up the way a finance team works and with the controls a CPA would expect. We shape the demo around the process you tell us about.
What you can see
Choose one when you book. We’ll focus on what matters to your team and skip the rest.
F&O for larger and multi-entity companies: financials, costing and reporting, and how we stabilize projects that have gone off track.
Business Central set up the way a finance team works: chart of accounts, approvals, costing and reporting.
Invoices captured by AI, matched to POs and receipts, approved by your team and posted to Dynamics 365, using eDoc360.
Capture Match Approve Post
Customer payments matched to open invoices, reconciliations prepared and follow-ups sent, with your team reviewing the exceptions.
Match Reconcile Follow up Review
Workflows and AI agents built with Power Automate and Copilot Studio, with approvals kept in human hands.
What happens next
Choose the demo and a time slot in the booking calendar. Add a note on where your team loses time, so the demo fits.
Calendly emails you a confirmation straight away, with the meeting details and a calendar invite.
One named person from our team walks you through it and answers your questions.
We tell you what we’d do and what it would take, whether or not you work with us.
Tell us where your team loses the most time. We’ll show you only what’s relevant to it, and we’ll be honest if automation isn’t the answer.
Ahmed Hanane, CPA, CMA, MBA, founder of doKumentive
Questions
Dynamics 365 Finance & Operations, Business Central, AP automation, AR automation, and process automation with AI agents. Our AP automation also works with Dynamics GP, Sage 300 and other ERPs, so tell us what you use.
Usually the controller or AP lead, plus whoever looks after your ERP. If you’re choosing a system, include the person who will sign off on it.
Yes. We’re based in Toronto and work with finance teams across Canada and the U.S.
Probably not. A rescue assessment is a better first step: we reconcile your numbers and tell you what it takes to fix them. Request a rescue assessment
Prefer a conversation first? Book a free 30-minute call or call us at +1 647-939-2128.
