Challenge
At the earlier operating stage, AP staff manually identified vendors and mapped general-ledger accounts for more than 14,000 invoices annually. As the organization expanded to more than 300 locations, invoice volume and entity complexity increased rapidly. Manual work threatened to overwhelm the AP team, while disconnected processing and ERP activity made it harder to maintain one reliable financial record.
Solution
Skalable implemented Stream as an AI-driven invoice automation layer integrated with Dynamics 365. The solution was designed to synchronize invoice and financial context, automate vendor identification and GL suggestions, route approvals, preserve exception visibility, and keep the ERP aligned with the current invoice-processing state.
- Invoice data synchronized with Dynamics 365 through the agreed integration.
- Vendor, GL, entity, approval, and custom-field context used during processing.
- Users able to review and progress invoice work with ERP data available.
- Automation increased over time as the platform learned from reviewed transactions and configured rules.
Recorded results
The legacy case-study materials report substantial automation improvement while the company scaled locations and invoice volume.
Conclusion
Stream helped the organization build a more scalable AP operating model during rapid expansion. The combination of invoice automation and Dynamics 365 integration supported higher transaction volume, improved accuracy, and better financial consistency without requiring AP capacity to grow in direct proportion to locations.