Business process automation for complex financial workflow requirements
Automate the work standard SaaS can’t handle
DynamicPoint connects proven accounts payable, expense management and portal applications to your ERP and configures them inside Microsoft 365. Meet complex workflow, security, compliance and data residency requirements without building a custom application from scratch.
- Proven applications.
- Live ERP integration.
- Customer-controlled Microsoft 365 architecture.
DynamicPoint at a Glance
DynamicPoint provides business process automation for organizations whose requirements can’t be met elsewhere.
Our applications automate accounts payable, employee expenses, and customer or vendor self-service. They connect with your ERP while leveraging the Microsoft Power Platform as the architectural foundation.
This gives you the flexibility of a tailored solution without the cost and maintenance burden of developing and supporting an application from the ground up.
When Standard Software Doesn’t Fit, DynamicPoint Does!
When standard software stops fitting
Most software products assume that your organization can adapt its processes to the application.
That approach breaks down when you have:
01
Multiple approval paths, entities or business units
02
Nonstandard rules and frequent exceptions
03
Data residency or customer data ownership requirements
04
Industry, government or regulatory controls
05
ERP functionality that does not support the required process
06
Customer or vendor access requirements that cannot be met by an ERP-native portal
07
A need to keep data within your Microsoft environment or tenant
DynamicPoint starts with a proven application and configures the surrounding Microsoft 365 components to fit these requirements.
Our applications
Proven applications for complex financial workflows
Accounts Payable Automation
EasyAP365
Automate complex invoice processing without moving financial data and approvals into another rigid SaaS platform.
EasyAP365 combines live ERP integration with configurable Power Automate approval workflows, OCR invoice capture powered by Azure AI Document Intelligence, Microsoft 365 data storage, and support for purchase order and non-purchase-order invoices.
Best suited for:
- Complex approval structures
- Multiple entities or business units
- Data residency requirements
- Regulated financial processes
- Organizations that need more control than standard AP software provides
Employee Expense Management
EasyEXP365
Adapt expense management to your organization’s policies, approval structures and regulatory requirements.
EasyEXP365 uses familiar Microsoft 365 tools to support receipt capture, expense submission, approval automation and ERP integration while keeping data and approvals inside your Microsoft environment.
Best suited for:
- Regulated organizations
- Complex expense policies
- Multiple approval paths
- Microsoft Teams and Power Apps users
- Organizations requiring control over expense data
Customer and Vendor Portals
Secure self-service connected to your ERP
Give customers and vendors secure access to current ERP data and reporting without copying sensitive data into another disconnected platform.
DynamicPoint portals combine Microsoft access controls, SharePoint-based experiences and live ERP connections to support customer service, vendor collaboration and other external processes.
Best suited for:
- Customer and vendor self-service
- Real-time access to ERP information
- Public, private or government cloud environments
- Complex security and access requirements
- Requirements beyond the capabilities of your ERP
Build vs. buy
Why use DynamicPoint instead of building internally?
An internally built application may appear faster or less expensive at the prototype stage. The long-term responsibility is much larger.
Your team must still own:
- Requirements and process logic
- Security and access controls
- ERP integration
- Regulatory and data residency compliance
- Testing and documentation
- Platform updates
- Maintenance and technical support
- Continuity when the original developer leaves
- Mastery of Microsoft development best practices
DynamicPoint provides a maintained product foundation shaped by customer feedback, implementation experience and three generations of technology development.
You begin with a working application instead of a blank screen.
How DynamicPoint uses AI
Use AI to configure a proven application
DynamicPoint uses AI to help configure and extend the Microsoft 365 components surrounding its applications.
AI can accelerate documentation, customization, workflow configuration, user experience, testing and controlled extensions. The DynamicPoint application continues to provide the proven business logic, ERP integration knowledge, security practices and maintained product core.
AI speed
Documentation, workflow configuration, testing and controlled extensions
Product core
Business logic, ERP integration knowledge, security practices
15
This approach combines the speed of AI-assisted development with 15 years of product and implementation experience.
Why DynamicPoint is Different
Fifteen years of product learning
DynamicPoint applications incorporate lessons learned across customers, industries and three generations of technology.
Built for requirements generic AI may miss
Our experience includes security, compliance, data residency, ERP integration, Microsoft development best practices and industry requirements that are rarely captured in a simple development prompt.
Customer-controlled architecture
DynamicPoint applications operate within the customer’s Microsoft environment for supported architectures, helping organizations retain control over their data and access policies.
Your ERP remains the system of record
DynamicPoint connects with supported ERP platforms instead of requiring you to replace the systems and data structures your business already depends on.
A maintained product, not a one-time project
DynamicPoint implements and supports the application and its surrounding Microsoft 365 components. Your organization does not inherit the full maintenance burden of a custom application.
Is DynamicPoint right for your organization?
A standard SaaS product may be a better choice
when your workflow is simple, your requirements are common, and price matters more than configuration or control.
DynamicPoint is a strong fit when:
- Standard SaaS has already failed or cannot accommodate required exceptions
- Your data must remain within a defined tenant, country or security boundary
- Your ERP lacks the required AP, expense or portal capability
- Regulatory or audit requirements influence the solution design
- You need configurable automation without starting from scratch
- Your Microsoft 365 tenant, private cloud or self-hosted environment can support the required workflow and security model
- You value implementation and ongoing support appropriate to the complexity of the process
For ERP and Microsoft Partners
Close the process gaps your platform cannot solve
DynamicPoint helps ERP, vertical software and Microsoft partners respond to customer requirements that fall outside their core products.
Bring DynamicPoint’s Microsoft 365 development expertise into opportunities that involve complex approval workflows, regulated processes, secure portals, data residency or ERP functionality gaps.
You retain the customer relationship while giving the customer access to a proven application, integration experience and implementation support.
Complex Automation Fit Assessment
What type of solution does your requirement need?
Not every process needs custom development. Not every requirement can be met by standard SaaS. We help you evaluate whether your requirement is best addressed by:
A
A standard SaaS application
B
A DynamicPoint application configured for your environment
C
A custom Power Platform solution
D
An enhancement to your existing ERP
The assessment considers workflow complexity, data control, compliance, ERP integration, Microsoft capabilities and long-term support requirements.
Receive practical guidance and prepare for a more productive discovery conversation.
Frequently Asked Questions
What is complex business process automation?
Complex business process automation applies technology to workflows that involve multiple approval paths, business units, outside applications, exceptions, systems or regulatory requirements. These processes often require more configuration, integration and control than standard SaaS products provide.
Why does DynamicPoint use Microsoft 365?
Microsoft 365 provides a configurable foundation for workflow, security, collaboration and user experience. It allows DynamicPoint applications to operate within tools and environments many organizations already own and govern.
Can AI build the same application internally?
AI can accelerate prototyping and configuration, but the resulting application still requires validated business logic, secure ERP integration, testing, compliance controls, maintenance and support. DynamicPoint combines AI-assisted configuration with a maintained product foundation and 15 years of customer learning.
Which business processes does DynamicPoint automate?
DynamicPoint currently focuses on accounts payable invoice automation, employee expense management, and customer or vendor self-service portals. Each application can be configured for complex workflows and integrated with supported ERP systems.
Does DynamicPoint replace our ERP?
No. DynamicPoint connects to supported ERP systems and uses the ERP as the system of record. DynamicPoint provides the workflow, automation and user experience required to address processes the ERP cannot adequately support.
Where is our data stored?
For supported architectures, DynamicPoint applications use the customer-controlled Microsoft environment and connect with the ERP rather than requiring sensitive information to be stored in another disconnected SaaS platform. The exact architecture depends on the product, ERP and deployment requirements.
How is DynamicPoint different from a custom Power Platform project?
A custom project begins with requirements and a blank development environment. DynamicPoint begins with an established application containing product logic, integrations and practices learned through previous implementations. Microsoft 365 and the Power Platform can then be used to configure and extend that foundation. DynamicPoint complements the Microsoft Power Platform rather than competing with it.
What types of organizations are the best fit?
DynamicPoint is best suited to organizations with complex workflows, data residency requirements, regulated processes, ERP functionality gaps or security requirements that standard SaaS products cannot meet. Fit depends more on the complexity of the requirement than on company size or industry.
Your process may be complex.
Your starting point does not have to be.
Find out whether your requirements call for standard software, a DynamicPoint application or custom development.