Case Study: Institute of Finance and Management Company achieves 40% reduction in invoice processing time with Bottomline Paymode-X Invoice Automation for Dynamics 365

40% Reduction in Invoice Processing Time Paymode-X Invoice Automation for Dynamics 365

A company that builds, sells and leases relocatable office and classroom spaces migrated to Microsoft Dynamics 365 and found its legacy invoice automation incompatible. Facing about 2,500 invoices per month (30,000/year) with 75% PO-based transactions, the AP team was manually downloading, printing, scanning and matching invoices; they needed a zero-touch, embedded solution and a 90-day go-live to maintain business continuity.

They implemented Bottomline’s Paymode‑X Invoice Automation for Dynamics 365, which integrates in‑platform, uses OCR/ML for invoice capture, automates PO matching, and enables mobile approvals and full lifecycle visibility. The solution went live within the 90‑day target with minimal IT involvement and delivered a 40% reduction in invoice processing time, touchless PO handling with exception workflows, and improved efficiency that removed the need to backfill staff.