Dynamics 365 Business Central

Accounts Receivable Automation For Dynamics 365 Business Central

Turbocharge your Dynamics 365 Business Central with AI Powered Accounts Receivable to increase cash flow and reduce DSO. Integrating Kapittx with Dynamics 365 Business Central can transform your accounts receivable management, making it more efficient, secure, and insightful.
Learn More
Dynamics 365 Business Central

Accounts Receivable Automation For Dynamics 365 Business Central

Turbocharge your Dynamics 365 Business Central with AI Powered Accounts Receivable to increase cash flow and reduce DSO. Integrating Kapittx with Dynamics 365 Business Central can transform your accounts receivable management, making it more efficient, secure, and insightful.
Learn More

Get paid faster with Dynamics 365 Business Central + Kapittx

Enhance your accounts receivable processes, payment reconciliation and cash application overall financial management by integrating Kapittx with Dynamics 365 Business Central. Kapittx easily syncs with your Dynamics 365 Business Central ensuring you effortlessly manage your accounts receivable and receive timely payments. Optimize your workflow with automated invoice payment reminders, flexible payment options including embedded payments, and real-time tracking of late payment risks—all seamlessly integrated into one platform.

Get paid faster with Dynamics 365 Business Central + Kapittx

Enhance your accounts receivable processes, payment reconciliation and overall financial management by integrating Kapittx with Dynamics 365 Business Central. Kapittx easily syncs with your Dynamics 365 Business Central ensuring you effortlessly manage your accounts receivable and receive timely payments. Optimize your workflow with automated invoice payment reminders, flexible payment options including embedded payments, and real-time tracking of late payment risks—all seamlessly integrated into one platform.

Automate Payment Reminders

Instead of relying on manual follow-ups, Kapittx AI-powered workflows deliver timely, personalized reminders based on customer behavior and payment history. Kapittx AI bot can adapt communication styles for different customer segments, optimizing engagement and increasing the likelihood of on-time payments. This not only reduces the workload on AR teams but also ensures that no invoices slip through the cracks, ultimately leading to faster collections and reduced DSO.

Streamline Dispute Management

Payment disputes are one of the biggest contributors to collection delays. Kapittx enhances dispute management by automatically identifying, tracking, and categorizing disputes as soon as they arise. It allows businesses using Dynamics 365 Business Central to create a streamlined resolution workflow, ensuring that disputes are handled quickly and efficiently.

Improve Cash Flow Forecasting

Cash flow management is critical for any business, and Kapittx enhances Dynamics 365 Business Central’s capabilities by providing predictive analytics for more accurate cash flow forecasting. Leveraging historical payment patterns, customer behaviors, and market trends, Kapittx can predict when payments are likely to be received. Finance teams can forecast cash inflows more precisely, plan for future financial needs, and make data-driven decisions on expenditures or investments.

Integrated B2B Payments

Kapittx elevates the customer payment experience by integrating convenient B2B payment options directly into the collections process. Through Kapittx, your customers can access multiple secure, online payment methods, reducing friction and making it easier to settle invoices. Integrating Kapittx B2B payments within Dynamics 365 Business Central enables businesses to provide a seamless payment journey, reduce delays, and further enhance overall collection efficiency.

Transforming Accounts Receivable Management with Dynamics 365 Business Central and Kapittx

Kapittx seamlessly integrates with Dynamics 365 Business Central to revolutionize accounts receivable (AR) processes for growing businesses. Businesses can optimize their invoice-to-cash cycle and improve collection efficiency by combining Business Central’s comprehensive financial management capabilities with Kapittx’s cutting-edge AI powered automation, reconciliation, and self-service tools.

Kapittx's AI powered accounts receivable automation platform integrates effortlessly with Business Central, providing an innovative solution to optimize your financial operations. Discover how it revolutionizes your accounts receivable management (ARM) processes

The Challenges of Traditional Accounts Receivable Management

 

AR teams often face persistent challenges that directly impact liquidity and growth:

  • High Days Sales Outstanding (DSO) delaying cash flow

  • Suboptimal engagement with customers and internal stakeholders.

  • Inefficient payment processing leading to operational bottlenecks.

  • Dated AR policies that fail to address complex scenarios effectively.

    These challenges can cascade into more severe issues, such as:
    • Limited visibility into invoice collectability.
    • Neglected follow-ups on overdue invoices.
    • Increased bad debt write-offs.
    • Inaccurate billing and misallocated payments.

    Such inefficiencies can constrict cash flow, slowing business expansion while competitors thrive.

    Maximize Dynamics 365 Business Central Efficiency with Kapittx Integration

    Kapittx enhances Business Central’s functionality by seamlessly integrating automation with real-time insights. Discover how our solution tackles critical accounts receivable challenges.

    1. Simplified Access and User-Friendly Processes

    Navigating traditional receivables workflows can be cumbersome. Kapittx’s AI-powered platform simplifies complex tasks, reducing them to just a few clicks. Integrating industry-specific configurable user flows streamlines receivables management in Business Central for a more intuitive and efficient experience.

    2. Proactive Risk and Credit Management

    With Kapittx, take a proactive approach to credit control. Our platform offers timely alerts for:

    • Customers exceeding credit limits.
    • Aged balances requiring urgent attention.

    Kapittx seamlessly integrates system-enforced controls with manual evaluations to optimize receivables management, protecting your business from unnecessary credit risks.

    3. Intelligent Dunning and Customer Engagement

    Kapittx leverages AI to streamline the dunning process, ensuring timely collections while reducing the effort needed for personalization. By intelligently automating payment reminders, it adapts to diverse customer needs and enhances receivables management. This includes:

    • Customized payment reminders tailored to client-specific workflows.
    • Automated document attachments aligned with customer requirements.
    • Flexible controls to manage disputed or provisioned invoices seamlessly.

    Efficient dunning workflows ensure higher on-time payments while saving your collections team hours every week.

    4. Dispute Management

    Efficient dispute resolution is essential for effective AR management, as delays can disrupt cash flow. Kapittx seamlessly integrates with Business Central, offering a unified platform for tracking, resolving, and managing disputes with ease. Key features include:

    • Centralized dashboards for viewing open disputes.
    • Automatic identification of disputes linked to payment mismatches or incorrect billing.
    • Workflows for notifying stakeholders and resolving disputes efficiently.

    By streamlining dispute resolution, this integration helps businesses resolve issues more quickly, strengthen client relationships, and speed up cash collection.

    5. Cash Application: Simplifying Payment Reconciliation 

    Kapittx's AI-powered Cash Application Solution revolutionizes payment reconciliation enabling businesses to streamline operations with unmatched efficiency. By automating invoice matching, it minimizes manual errors and speeds up cash posting, ensuring seamless financial management.

    Key Highlights

    Payment Matching Across Sources

    Automatically reconcile payments from multiple channels, such as bank statements, payment gateways, and lockbox files.

    Error-Free Allocation:

    Ensure accurate matching of invoices, even for partial or consolidated payments.

    Real-Time Updates

    Maintain up-to-date records and visibility into receivables with seamless integration into ERPs like Dynamics 365 Business Central.

    Scalable Solution

    Manage high payment volumes effortlessly for growing businesses.

    Why Choose Kapittx for Dynamics 365 Business Central Integration?

    Integrating Kapittx with Microsoft Dynamics 365 Business Central offers businesses the ultimate solution to streamline accounts receivable (AR) processes. Here’s why Kapittx stands out for this integration:

    1

    Seamless
    Data Synchronization

    Kapittx ensures real-time synchronization between Dynamics 365 Business Central and the Kapittx platform. This means receivables data, payments, and invoices are always up-to-date, reducing manual data entry and errors.

    2

    AI-Powered
    Automation

    Kapittx automates repetitive tasks such as sending payment reminders, reconciling payments, and flagging overdue accounts. This frees up time for finance teams, allowing them to focus on strategic priorities rather than manual processes.

    3

    Customer Self-Service
    Portal

    Kapittx’s self-service portal enables customers to seamlessly access invoices, payment history, and supporting documents, enhancing transparency and convenience.This transparency strengthens customer relationships and accelerates the invoice-to-payment cycle.

    4

    Compliance and Security

    Kapittx adheres to the most rigorous data security and compliance standards, holding SOC 1 Type 2, SOC 2 Type 2, and ISO 27001 certifications. Businesses can confidently manage their receivables, knowing their data is secure and compliant.

    5

    Real-Time Analytics and Insights

    Kapittx complements Dynamics 365 Business Central’s reporting capabilities by providing actionable insights into AR metrics like turnover rates, payment trends, and dispute resolution efficiency. These insights empower businesses to make proactive decisions.

    Integration Steps to Connect Kapittx with Dynamics 365 Business Central

    Integrating Kapittx with Microsoft Business Central ensures seamless synchronization between your accounts receivable processes and Kapittx’s advanced automation capabilities. Below are the standard steps involved in the integration process:

    1. Preliminary Assessment
    • Analyze your current accounts receivable workflows in Business Central to identify areas for optimization.
    • Define the integration objectives, such as automating dunning, reconciliation, or enhancing cash flow forecasts.
    2. Kapittx Account Setup
    • Create your Kapittx account if you don’t already have one.
    • Configure initial settings for your accounts receivable operations, such as customer profiles and invoice templates.
    3. Establish Integration Framework
    • Leverage the Kapittx API or integration toolkit for seamless connectivity with Business Central.
    • Ensure compatibility by checking system requirements, such as supported Business Central versions and data exchange formats.
    4. Data Mapping
    • Map key data points between Kapittx and Business Central, including:

    • Customer details (e.g., name, account number)

    • Invoice fields (e.g., invoice number, due date, amount).

    • Payment data (e.g., payment terms, transaction IDs).

    • Reports (e.g., aging summaries, reconciliation status).

      5. Synchronization of Accounts Receivable Data
      • Initiate the synchronization of accounts receivable data from Business Central to Kapittx.
      • Ensure real-time updates for invoices, payments, aging summaries, and customer details.
      6. Configure Automation Rules

      In Kapittx, set up workflows for automated tasks like:

      • Sending dunning notices based on invoice aging.
      • Reconciling payments with corresponding invoices.
      • Generating cash flow forecasts and actionable insights.
      7. Test the Integration

      Run a series of test cases to validate the integration:

      • Verify data consistency between Business Central and Kapittx.
      • Check the functionality of automated reminders and reconciliation tools.
      • Confirm the accuracy of financial reports.
      8. Deployment
      • After successful testing, proceed with deploying the integration in the production environment.
      • Train your finance team on how to use Kapittx alongside Business Central effectively.
      9. Monitor and Optimize
      • Continuously oversee the integration to maintain seamless operations.
      • Leverage Kapittx’s analytics to refine your accounts receivable strategies and workflows.
      10. Scale with Your Business
      • As your operations grow, scale the integration to handle higher volumes of invoices and payments.
      • Utilize advanced features of Kapittx, such as AI powered insights and escalation workflows.

      With these steps, businesses can seamlessly integrate Kapittx with Business Central, unlocking the full potential of automation and data-driven decision-making in their accounts receivable processes.

      Work with trusted industry leader to reduce DSO and increase cash flow

      At Kapittx, we prioritize excellence in data privacy and security.

      G2 Banner

      Work with trusted industry leader to reduce DSO and increase cash flow

      At Kapittx, we prioritize excellence in data privacy and security.

      Dynamics 365 Business Central

      By integrating Kapittx, businesses leveraging Dynamics 365 Business Central can achieve faster collections, reduce DSO, and maintain healthier cash flow, all while minimizing manual effort in their AR operations.

      By integrating Kapittx, businesses leveraging Dynamics 365 Business Central can achieve faster collections, reduce DSO, and maintain healthier cash flow, all while minimizing manual effort in their AR operations.

      Transform Your AR Operations Today

      Choose Kapittx for Dynamics 365 Business Central integration to unlock the full potential of your accounts receivable processes. Contact us to schedule a demo and see how Kapittx can reshape your invoice-to-cash journey!

      AI Powered Accounts Receivable with Dynamics 365 Business Central
      to improve your cash flow

      For any company to run its operations effectively, ERP has become a core and integral part of the growth engine. However, the technology alone will be the driver of business growth. Increasing revenue, enhancing customer satisfaction, and reducing expenses are critical pillars of growth and creating shareholder value. When it comes to growth, the importance of cash is unparalleled and so are your customers paying on time. Every dollar of a company’s revenue becomes a receivable that must be managed and collected.

      Effective accounts receivables management relies on a balanced approach that combines technology with essential human attributes.

       

       

      Book a Demo