Accounts Payable Automation with Microsoft 365 & Power Platform

Modernize your AP process and eliminate the inefficiencies of manual invoice handling.

Our solution leverages Microsoft Power Automate, Power Apps, Power BI, SharePoint, & DataVerse to help finance teams streamline approvals, reduce errors, and gain visibility—without leaving the Microsoft 365 environment they already use every day.

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Why Automate Accounts Payable?

Manual accounts payable processes are time-consuming, error-prone, and difficult to track. Email chains, paper invoices, Excel trackers, and delayed approvals are more than just frustrating—they cost your business time and money.

With Microsoft 365 and Power Platform, we help you transform AP into a streamlined, digital workflow that brings structure, automation, and control to every step.

Key Features

Invoice Capture & Submission

Easily capture invoices from multiple sources and route them into your digital workflow.

Automated Routing & Approvals

Route invoices to the right people based on amount, department, or vendor.

Custom Approval Workflows

Handle single, parallel, or multi-step approvals using Power Automate.

Tracking & Status Visibility

Real-time status updates, dashboards, and audit trails give you full visibility.

Integration Ready

Export data to Excel or connect to ERP systems like Dynamics, Sage, QuickBooks, and others.

Email & Teams Notifications

Approvers receive automatic reminders and can take action directly from email or Microsoft Teams.
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Built Inside Microsoft 365

We build your solution using:
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SharePoint

for secure document storage and tracking.
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Power Automate

for workflow logic and routing.

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Power Apps

for custom user interfaces and forms.

Flexible business solutions and IT services by West X Business Solutions for small and medium enterprises.

Power BI

for visibility into invoice volume, turnaround times, and trends.

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DataVerse

for data storage and structure.

No need for third-party platforms. Everything lives within your Microsoft 365 environment— fully secure, easy to manage, and accessible from anywhere.

Related Links

Streamlining Accounts Payable with Microsoft SharePoint & Power Platform

View Blog Post

Accounts Payable Automation Solution

View Case Study

Automated Invoice Management with Power Platform

View Case Study

Ready to See It in Action?

Let us show you how Accounts Payable Automation can work for your business.

Book a Free 30-Minute Demo

Contact Us

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*

Vancouver

Kelowna