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Description

Capture vendor invoices using a variety of flexible methods such as email, check requests, mobile applications, or vendor portals. Leverage OCR technology and predefined application templates to automate data extraction, seamlessly integrating with your ERP solution. By utilizing your existing Office 365 subscription alongside SharePoint and Microsoft Power Automate, you can establish a comprehensive invoice automation system that reduces costs for your organization. Our solution features integration with Microsoft Power Automate workflows, SharePoint's security protocols, Power App check request functionalities, integrated OCR capabilities, and Microsoft Forms for vendor onboarding. All of this is achievable through a platform you're likely already utilizing. Our EasyAP365 application connects with your ERP system, ensuring that once an invoice is approved, the corresponding transaction is created instantly in real time, accommodating both purchase orders and non-PO invoices. This innovative product is built on the Microsoft Office 365 infrastructure, allowing for seamless operation and access across familiar tools. The adaptability of this solution means it can grow with your business needs.

Description

For over three decades, Fintech's PaymentSource has been transforming financial processes in the alcohol industry with innovative solutions for accounts payable (AP) and accounts receivable (AR). Its AP automation includes 15 months of invoice history, cost variance analysis, and simplified distributor credit reconciliation. The new Premium tier extends these tools to cover all goods, services, and supplies, delivering complete visibility, seamless vendor integrations, and better cash flow management—all within a simple, user-friendly platform. For AR, PaymentSource facilitates secure, compliant electronic payments from over 250,000 retail and hospitality partners nationwide. Distributors can access invoice details, track payment statuses, and issue credits directly through the portal, cutting costs by an average of $6.80 per delivery while maintaining compliance across all 50 states. With PaymentSource, businesses can streamline financial workflows, reduce errors, and maximize efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
COGS-Well No 
CooksTime No 
Epicor CMS Yes 
Exact Yes 
Key2Act Yes 
MIP Cloud Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Teams Yes 
NetSuite Yes 
Oracle Cloud Infrastructure Yes 
Restaurant365 No 
SAP Cloud Platform Yes 
SQL Server Yes 
Sculpture Hospitality No 
mPower Beverage No 

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP No 
COGS-Well Yes 
CooksTime Yes 
Epicor CMS No 
Exact No 
Key2Act No 
MIP Cloud No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Teams No 
NetSuite No 
Oracle Cloud Infrastructure No 
Restaurant365 Yes 
SAP Cloud Platform No 
SQL Server No 
Sculpture Hospitality Yes 
mPower Beverage Yes 

Pricing Details

$.45 per invoice
Free Trial No 
Free Version No 

Pricing Details

Our pricing is dependent on your business needs. Distributors will pay per invoice and retailers pay per month. Our pricing model is built to fit each business and budget.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

DynamicPoint

Country

United States

Website

www.dynamicpoint.com/easyap365/

Vendor Details

Company Name

Fintech

Founded

1991

Country

United States

Website

fintech.com

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry No 
Vendor Management Yes 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing No 
Collections Management No 
Online Payment Processing Yes 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Billing and Invoicing

Billing Portal Yes 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

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