FAQs
Every question a prospect asks, answered.
Straight answers on scope, ERPs, matching, approvals, expenses, procurement, security, implementation, packaging and support. If yours is not here, ask us directly.
What Stream is
What Stream is
What does Stream actually do?
Stream is an AI-powered, ERP-connected platform for accounts payable, expense management and procurement. It captures invoices and receipts at header and line level, identifies vendors, predicts GL accounts and dimensions, detects duplicates, matches purchase orders and receipts, routes configurable approvals, resolves exceptions and posts validated transactions to your ERP with a complete audit history.
Is Stream only an invoice extraction tool?
No. Extraction is one step. Stream's differentiation is ERP depth, configurable approvals, exception handling and one platform for AP, expenses and procurement. See the platform page for the full capability map with screenshots.
What makes Stream different from other AP tools?
It is built and supported by the team that implements Dynamics 365, Business Central and NetSuite, so integrations are designed around your entities, dimensions and posting rules. Approvals are configurable by finance at header and line level. Errors are fixed in Stream, not re-keyed in the ERP. And AP, Expense and Procurement share one platform.
ERP integration
ERP integration
Which ERPs does Stream integrate with?
Microsoft Dynamics 365 Finance & Operations, Microsoft Dynamics 365 Business Central, Oracle NetSuite, Sage Intacct, QuickBooks and COINS have pre-built integrations. Other systems are integrated through Stream's REST API and webhooks, and additional ERP connectors are built on request.
What synchronizes between Stream and the ERP?
Inbound: entities or companies, vendors, chart of accounts, dimensions, purchase orders, receipts, periods and users. Outbound: invoices, expense reports and purchase orders with header and lines, attachments and approval status. Document numbers, vouchers, posting and payment status flow back.
What happens when the ERP rejects a posting?
The error appears in Stream with the ERP's message, is assigned to an owner, corrected in Stream and retried. Every attempt is logged and nothing is re-keyed in the ERP.
AP, matching and approvals
AP, matching and approvals
Does Stream handle both PO and non-PO invoices?
Yes. PO invoices match to purchase orders and receipts (two-way or three-way, with tolerances). Non-PO invoices are coded with AI prediction and routed by approval rules. Two-way matching is available from the Growth plan and three-way matching in Enterprise.
How configurable are approvals?
Rules apply at header and line level and combine amount, department, entity, project, role, vendor status and line attributes. Up to five one-off approvers can be added per invoice. Holds, recalls, deactivation and reactivation, delegation, reminders and escalation are configurable. Approvers act from email digests, mobile or desktop.
How does duplicate detection work?
File-based, exact and fuzzy checks run before approval, across entities and history, with a side-by-side comparison for the reviewer.
Is multi-currency, multi-entity and multilingual support included?
Multi-entity operation is supported across plans. Multi-currency configuration is available on Growth and Enterprise; multi-language invoice formats are an Enterprise feature.
Expenses and procurement
Expenses and procurement
What does Expense Management include?
Receipt and supporting-document capture, AI extraction, expense report creation and submission, personal-expense exclusion, policy validation, category, GL and dimension coding, supervisor and department approvals, one-off approvers, mobile and email approval, reminders and escalation, dashboards, ERP posting and combined invoice and expense approval digests.
What does Procurement include?
Purchase requests and requisitions for items, categories, services and non-inventory purchases; configurable request and PO approvals; creation of approved POs in the ERP; confirmation and amendment handling; partial and full receipts, including D365 receipt synchronization back to Stream; two-way and three-way matching; status visibility; integration-error monitoring; and connected PR, PO, receipt and invoice history.
Security, implementation and support
Security, implementation and support
How is Stream secured?
Single sign-on (SAML/OIDC), role-based access per entity and department, complete audit logs, encryption in transit and at rest, Azure hosting with tenant isolation, and responsible AI practices. Attestation status, including SOC 2, is confirmed with the team and shared under NDA. See Security & Trust.
How long does implementation take?
Stream is offered with a 45-day guarantee from contract to go-live on a scoped implementation covering the entities, workflows and ERP integration named in the statement of work. See Implementation & Support for the methodology.
What support do we get after go-live?
A named support contact, response targets, integration and mailbox monitoring, release notes and optional managed services for enhancements and new entities, from the team that builds the product and implements the ERP.
Packaging and pricing
Packaging and pricing
How is Stream packaged?
Three plans, Foundation, Growth and Enterprise, scoped around starting invoice volume, mailboxes and users. Every plan scales with volume blocks. Enterprise is defined by governance, integration and support scope, not by invoice count; high volumes are supported on any plan. The full matrix is on the pricing page.
What does pricing depend on?
Invoice and expense volume, entities, users, mailboxes, workflow complexity, ERP integration scope, modules, custom requirements, implementation and ongoing support. There is a one-time setup fee sized to scope, and volume discounts for high-volume or long-term contracts.
How is our data stored and backed up?
Document storage scales with the plan (10 GB, 50 GB and 100 GB, expandable). Backup frequency, retention and recovery objectives are confirmed in your agreement.
Still curious?
Two places the answers live
Next step
See Stream working on your invoices, expenses and purchase orders
Bring a difficult invoice, an approval challenge and your ERP. We will show how Stream is configured around your operating model, not a generic feature tour.