AP Automation for
Microsoft Dynamics 365 Business Central
Stampli delivers comprehensive AP automation that seamlessly integrates with Business Central’s dimensions, multi-entity setups, and tax capabilities without requiring costly customizations or disrupting existing workflows.
How does Business Central fall short for accounts payable?
Using BC for AP means relying on manual processes, workarounds, and add-ons to handle everyday tasks, making high-volume processing inefficient and requiring extra tools for basic AP automation.
Manual invoice entry and limited capture
No built-in OCR or AI-based coding solution, forcing reliance on third-party add-ons
Rigid and basic approval workflows
Limited approval triggers and clunky interface for approvers unfamiliar with BC
Reporting lacks real-time insights
Standard AP reports miss key data points, forcing teams to build custom reports
Add-ons create complexity
Core AP automation requires third-party solutions, increasing costs and IT overhead
Layering procure-to-pay seamlessly on Business Central
Real-time integration and data accuracy
Stampli keeps BC fully in sync, ensuring invoices, POs, and payments are always accurate and up-to-date without manual transfers.
Flexible workflows and collaboration
Stampli's intuitive interface and dynamic approval workflows let BC users route invoices by department, entity, or project without rigid customizations.
End-to-end AP automation tailored for BC
Stampli fully automates invoice capture, PO matching, and payment workflows while seamlessly handling multi-entity, tax, and dimensional analysis.
Comprehensive customization and extension support
Stampli adapts to your existing BC environment, supporting custom fields, dimensions, and specialized extensions without compromising automation benefits.
Automatic Sync between
Business Central and Stampli
Sync Lists
Vendor List
Vendor List
GL Accounts
GL Accounts
Open PO’s, Line Items, Receipts
Open PO’s, Line Items, Receipts
Fields, Custom Fields e.g., Dimensions, 1099, Company Code, etc.
Fields, Custom Fields e.g., Dimensions, 1099, Company Code, etc.
Invoices + Payments
Posted Purchase Invoice
Invoice Authorized for Payment
Link to Stampli Invoice
Link to Microsoft Dynamics 365 Business Central Invoice
Business Payment
Stampli Payment
Link to Stampli Payment
Link to Business Central Payment
Our Business Central integration is built in advance, built in-house, and built to completion.
Stampli’s purpose-built BC integration delivers advanced multi-entity management, dynamic approval workflows, flexible PO handling, and embedded collaboration tools – offering the most complete AP automation experience for Business Central.
Enhanced coding and data accuracy
- We support many-to-many filtering – Offers dynamic filtering of field values to streamline coding.
- Stampli imports and applies vendor default values – Automatically applies vendor-specific defaults to eliminate repetitive manual entry.
- We can track vendor discounts – Helps capture available vendor discounts and apply them to invoices.
- Our sophisticated validation algorithm ensures data integrity – Prevents duplications, mismatches, or incorrect processes before they reach BC.
- Catch and fix invoice issues before they reach Business Central – Validates invoices as drafts to avoid pushing bad data into BC.
Real-time sync and integration
- Lists stay in sync without loading delays – Prevents freeze-ups while coding by continuously refreshing data every few minutes.
- Flexible real-time sync options – Stampli supports both API and bridge connections, depending on your Microsoft BC setup.
- Real-time sync with our API – Instantly posts bills and updates for cloud-based environments to ensure always-current AP data.
- Real-time sync with our bridge – Connects on-premises ERPs to Stampli’s cloud securely, without opening ports or firewalls.
- Link between the ERP and Stampli – Allows users to easily jump between Stampli and BC for quick cross-referencing.
Advanced tax and multi-entity management
- We support both included and excluded taxes – Distinguishes between taxes added separately or included in the price.
- We support all tax scenarios and calculations, including international taxes – Imports your existing BC tax definitions and adjusts for special cases.
- Dimensions are supported in all exported objects, invoices and payments – Preserves departmental or project-level tracking in all transactions.
- Allocate invoice charges across accounts, departments, or projects – Lets you split invoices or set allocation rules for accurate accounting.
- We support MEM (Multi-Entity Management) – Allows a single environment for multiple companies in BC.
- We support all Microsoft BC localizations – Natively handles regional requirements across global operations.
Streamlined collaboration and approvals
- Add approvers on the fly – Handles special cases without rigid workflow definitions.
- Stampli is easier to learn and use, especially for non-finance teams – Provides a user-friendly interface with minimal training required.
Flexible PO management and matching
- We support one-PO-to-multiple-invoices, and one-invoice-to-multiple-POs – Enables flexible handling of partial shipments or combined orders.
- We support 2-way and 3-way PO matching – Imports open POs and receipts, ensuring accurate reconciliations.
- Stampli syncs the live receiving status of a PO – Provides immediate visibility for AP teams without searching in BC.
- Stampli brings in PO header data – Automatically maps vendor and project details directly from BC.
- Stampli syncs live PO data – Updates PO line-level information within a two-hour window for accuracy.
Comprehensive customization and extension support
- We support T4A – Websan – Extends functionality for Canadian businesses generating T4A slips.
- We support Loan Vision – Caters to mortgage accounting needs.
- We support non-native fields from extensions – Works seamlessly with custom BC fields or add-ons.
- We support Progressus – Adds advanced project management capabilities.
- Flexible API connection that fits any BC setup – Bridges gaps for highly customized or extended BC instances.
- We can identify and integrate additional add-ons in any BC environment – Minimizes IT burden by adapting Stampli to your unique setup.
ERP Resources
We rely on BC's Dimensions for reporting – won't that detail get lost?
Stampli fully supports BC’s Dimensions – department, project, cost center, etc. – throughout the AP process. All of those dimension codes stay intact when exporting invoices and payments to BC, so you don’t lose the reporting granularity you’re used to. In fact, Stampli automates coding and validates against BC’s data, so there’s less chance of incorrect dimensions slipping through.
Our Business Central environment is heavily customized – will Stampli handle our custom fields?
We recognize that most midmarket companies tailor BC to fit specific industry or process needs. Stampli’s integration maps to those customized fields automatically, so you aren’t forced to maintain manual workarounds. If you add or change fields later, Stampli simply updates its mapping once it syncs with your environment.
We have a highly customized BC environment – how much development work or custom scripting is needed?
Stampli’s connector is built specifically for BC’s API, so it typically doesn’t require heavy scripting. Even if you have highly customized processes, we map Stampli to your existing BC fields and workflows without requiring major development lifts on your end. Our flexible API connection fits any BC setup and bridges gaps for highly customized or extended BC instances.
We use multiple entities in BC – can Stampli keep them separate?
Yes. Stampli supports multi-entity setups using MEM or similar BC add-ons. You can apply the correct entity coding within Stampli, ensuring each invoice goes to the right ledger and maintaining separate books for each business unit without extra data entry. We can consolidate multiple companies in a single Stampli account while keeping each entity’s data distinct.
How do you handle transaction validation and error-checking so bad data doesn't enter BC?
Stampli validates invoices against BC records before final posting. If anything – like a missing dimension or incorrect vendor ID – doesn’t align, Stampli rolls back the export and flags the error. Nothing posts to BC until it’s fully validated, ensuring you don’t get stuck cleaning up data issues later. Our sophisticated validation algorithm prevents duplications, mismatches, or incorrect processes before they reach BC.
Will vendor updates in BC automatically reflect in Stampli, or do we have to maintain them in two places?
Vendor records update seamlessly between BC and Stampli. When you edit vendor data in BC (e.g., address change, new payment terms), Stampli automatically syncs those updates within a few minutes. This prevents duplication and ensures you have a single source of truth. We also import and apply vendor-specific default values like tax codes, payment terms, and 1099 flags straight from BC.
Webinar
Join our webinar, Stampli Connects: Microsoft Dynamics 365 Business Central, to learn how you can automate your accounts payable processes without reworking your Business Central ERP.
NEWS
Annual awards program honors Stampli’s comprehensive pre-built integrations for most major ERP families, including those from Microsoft, Oracle, Sage, SAP, and QuickBooks
Stampli is #1 in
Customer Satisfaction
for AP Automation
Customer delight positions Stampli as a Leader in the G2 Grid® for AP Automation software and #1 in Support and Implementation.
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