eBook

Dynamics Finance Teams Are Doing More with Less. AI Is How.

AI & automation strategies for lean, high-performing finance teams.

The Challenge
Finance and accounting hiring has never been harder. The candidate pipeline is shrinking, compensation is rising, and turnover in AP and AR roles continues to outpace broader workforce trends. Meanwhile, transaction volumes are growing and CFOs are expected to deliver real-time financial intelligence.
Automation closes the gap — not by replacing finance professionals, but by removing repetitive, low-value work that prevents them from doing their best work.

What's Inside This Guide

• How mid-market Dynamics teams use AI to handle invoice volume their teams cannot staff for
• Workflow automation strategies that reduce AP touchpoints without sacrificing control
• Payment automation approaches that eliminate end-of-period reconciliation scrambles
• Integration patterns that make automation work within — not around — Dynamics 365

Key AI Applications in Dynamics 365

Intelligent Invoice Capture and Coding

AI learns from historical coding patterns to auto-classify invoices by vendor, cost center, or GL account — dramatically reducing manual keying and coding error.

Dynamic Approval Routing

Automated routing sends invoices to the right approver based on amount, department, or exception type — with zero manual intervention from the AP team.

ERP-Native Payment Execution and Reconciliation

When payment execution happens inside Dynamics, remittance data is captured in real time and reconciliation becomes automatic — no spreadsheet exports required.

Paystand's Dynamics 365 Integration

Paystand's embedded payment automation works natively within Dynamics 365, supporting ACH, virtual cards, and network-based payments — with zero transaction fees on the Paystand network.
Teams using Paystand with Dynamics consistently report reduced DSO, faster close cycles, and lower payment processing costs — without adding finance headcount.