Microsoft Dynamics Integration
Reconcile purchase data in Dynamics 365 in real time
Our easy-to-use platform automates the entire purchasing process and automatically syncs all of your data to Dynamics 365 Business Central or Finance & Operations.
Transaction data is synced in real-time to Dynamics 365, ensuring error-free data
- Close the books more efficiently each month with full visibility into who bought what and why
- Two-way sync ensures you’re seeing the most accurate information in both systems
Stay on top of your organization’s spending
With Teampay all spend is pre-approved, and you’re in the know the moment a purchase happens.
- Teampay automates the request and approval process and automatically issues the correct payment method for each purchase
- Credit card transactions sync to Microsoft Dynamics 365 with granular details like receipt images and service dates for automated amortization
- Quickly identify spend patterns and trends right in Teampay without having to pull reports from Dynamics 365
Track vendors and subscriptions with ease
Teampay keeps all of your vendors & subscriptions organized in one place.
- Teampay ensures your vendor data is clean by suggesting the correct vendor from your Dynamics 365 vendor list each time employees make a request
- Teampay can also highlight variances, recognize new and recurring vendors, flag duplicates, set reminders and more.
Control spend before it happens
Teampay’s policy engine proactively enforces rules so you don’t have to.
The conversational interface guides employees through the purchasing process and helps them stay on policy
- Granular controls on cards allow you to limit spend by user, department, vendor, office, and more
- Detailed reporting helps you quickly recognize trends so you can adjust policy as necessary
Why Companies Love Teampayexplore more case studies
“Our approvers are in love with Teampay, their approval time has been reduced to seconds! The accounting team has been able to save a significant amount of time on transaction entry, the transactions appear pre-approved, pre-coded in Intacct when we sync them and no additional work is needed. It’s like magic!”
“We went from a 90-100-page monthly AmEx statement to almost nothing now. Our big win has been getting employees off sharing corporate cards and onto Teampay.”
“Our employees love using it! It simplifies the procurement and approval process for them, makes sure they get what they need quickly.”