Products · AP/AR Automation Accelerator
Move finance work forward with fewer manual handoffs.
Invoice processing, approvals, collections, and payment workflows often cross documents, email, finance systems, business rules, and multiple people. The AP/AR Automation Accelerator gives organizations a reusable starting point for connecting those steps into structured, controlled workflows without rebuilding the entire process from the ground up.
Finance processes should move with the transaction
The challenge is rarely one individual task.
It is the handoffs between them.
The AP/AR Automation Accelerator helps connect these steps into a clearer workflow while keeping people responsible for financial decisions and exceptions.
From document to decision to action
Bring invoice, remittance, and supporting information into a structured process.
Check required information and apply defined business rules before the transaction moves forward.
Send approvals, exceptions, and follow-up activities to the appropriate people based on the workflow.
Exchange approved information with ERP, finance, document, communication, and other business systems.
Give teams clearer visibility into transaction status, exceptions, approvals, and outstanding actions.
Account Payable
The accelerator can support AP workflows where documents, approvals, matching, exceptions, and finance-system updates currently depend on manual coordination.
Capture selected invoice information and validate required fields before processing continues.
Connect invoice information with purchase-order, receipt, or other approved business records where the process requires it.
Route transactions to the appropriate approver based on configured workflow rules.
Direct incomplete, unmatched, or out-of-policy transactions to the people responsible for review.
Connect approved transactions with downstream finance and payment processes based on the organization’s systems and controls.
The objective is not to remove financial ownership.
It is to reduce unnecessary handling around it.
Account Receivable
Accounts receivable work can involve invoice status, outstanding balances, customer communication, remittance information, exceptions, and updates across several systems.
The accelerator can help organize those activities into connected workflows.
Support prioritization, assignment, follow-up, and status tracking around selected receivables activities.
Help teams coordinate approved reminders and follow-up activities using the information available in connected systems.
Capture and route selected remittance information into defined finance workflows.
Surface transactions requiring investigation or human intervention rather than allowing exceptions to disappear into email or spreadsheets.
Provide a clearer view of outstanding activities, workflow stages, and next actions.
Connect finance workflows to the systems already running the business
The AP/AR Automation Accelerator is intended to connect with the finance and enterprise environment around the process. Depending on the use case and existing architecture, that can include:
Such as Dynamics 365 Business Central, Dynamics 365, or other finance applications.
For documents, communication, collaboration, and user-facing workflow experiences.
For workflow, business rules, application experiences, and automation where appropriate.
For invoices, purchase records, remittances, and supporting documentation.
Including Salesforce or other systems where customer, order, service, or transaction context is relevant.
To move approved data and workflow status between connected applications.
Where supported and appropriate to the approved payment workflow.
The final architecture depends on the organization’s finance systems, integration options, data, controls, and approval model.
Automation where it helps. Human control where it matters.
AP and AR workflows involve financial authority, business policy, exceptions, approvals, and accountability. The accelerator should therefore be designed around controls such as:
Transactions move through the appropriate approval path.
Roles and responsibilities can be considered when designing workflow access and actions.
Transactions that do not meet defined rules move to human review.
Users and systems receive access appropriate to their responsibilities.
Workflow decisions, changes, approvals, and relevant transaction activity can be designed for traceability.
People remain responsible for material financial decisions, approvals, policy interpretation, and exceptions.
The AP/AR Automation Accelerator supports the operating workflow. It does not replace an organization’s accounting policies, financial controls, or professional financial judgment.
A reusable starting point, not another one-size-fits-all product
Organizations may follow similar AP and AR processes, but their ERP systems, approval structures, finance policies, exception rules, integrations, and reporting requirements are different.
The AP/AR Automation Accelerator gives Ignatiuz a reusable foundation for common finance-workflow patterns while allowing the implementation to be shaped around the client’s environment.
That can shorten the path from:
without assuming that every finance process should work the same way.
This is how Ignatiuz approaches accelerators:
Solve a repeatable operational problem. Capture what works. Reuse the foundation. Adapt it where the business requires it.
Where could you start?
A practical first use case could be:
Start with one workflow where manual effort, delays, exceptions, or lack of visibility are clearly understood.
Map one invoice, approval, collection, or payment process from start to finish. Ignatiuz can help assess the systems, documents, rules, approvals, exceptions, and integrations involved and determine where an accelerator-based approach can reduce unnecessary manual work.
