Hours back, every day
Seconds per document instead of minutes. Your AP and order-entry staff spend their time on the handful of real exceptions, the work that actually needs judgment.
Document automation for ERP teams
Documents in.
ERP data out.
Automatically.
DynamoDocs captures your invoices, purchase orders, and RFQs from email or upload, reads them with AI, validates every field, and posts them into your ERP. Your team reviews the exceptions instead of retyping every document.
30-minute session · run against your own document types · no commitment
The short version
DynamoDocs turns your invoices, purchase orders, and requests-for-quote into clean ERP records with almost no human typing.
- Captured from email or upload, in any format (PDF, scan, Excel, HTML, or an attached email)
- Read and classified by AI, beyond OCR and with no per-vendor templates to build
- Validated automatically, with only the exceptions sent to a person
- Posted into your ERP: Infor XA, SAP, Dynamics 365, NetSuite, QuickBooks, and six more
Work that used to take 5–10 minutes per document is now done in seconds.
How it works
Four steps from inbox to ERP
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01
Capture
Documents arrive from a monitored mailbox (Microsoft 365, Gmail, or IMAP) or by drag-and-drop. PDFs, Excel, HTML, images, and forwarded or attached emails are all accepted.
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02
Extract
The AI classifies the document and extracts every field into a structured record, guided by your schema and plain-English processing rules. You can train it on your own sample documents.
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03
Validate & review
Each record is checked against your rules. Clean documents pass automatically, and the ones that fail land in a review queue, flagged field by field for a quick human fix.
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04
Export to ERP
A visual field-mapping engine shapes each record into what your ERP expects and posts it: an invoice becomes an AP bill, a PO a sales order, an RFQ a quote.
The business case
See what manual data entry is costing you
Drag the sliders. The math is conservative. Most teams handle more documents, and more error rework, than the defaults assume.
Hours given back / month
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Estimated labor saved / year
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Before counting error-correction and faster month-end close.
Manual touches eliminated / month
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Want this modeled on your real numbers? See it on your documents →
Lower cost per document
Replace $2–$6 of keying labor per document with automated extraction. Handle more documents without adding headcount to match.
Fewer costly errors
Validation catches problems before they hit the ERP. No more duplicate payments, wrong totals, or mismatched line items quietly flowing downstream.
Faster close & faster orders
Invoices post the day they arrive, and quotes and orders turn around faster. That means less backlog and a quicker month-end.
Capabilities
Built to fit how your business already works
Everything below is configuration, not custom code. That's why a new document type or ERP field is a settings change, not a project.
Config over code
Add a document type or extracted field in Settings and both the AI prompt and the review screen update automatically. No redeploy.
Train on your documents
Upload a few real samples per type and the extractor learns your vendors' layouts. You review the guidance before it goes live.
Plain-English rules
Non-programmers add processing instructions like "normalize abbreviated customer names to the full legal name", applied to every document.
Visual field mapping
Map document fields to ERP fields in a point-and-click grid. Required fields are flagged, and export is blocked until they're filled.
Review only the exceptions
Clean documents post automatically. Flagged ones land in a review queue, with each problem tied to the exact field that caused it.
Pluggable connectors
Microsoft 365, Gmail, IMAP for intake; Infor XA, SAP, D365, Business Central, QuickBooks, NetSuite, Sage, Xero, Acumatica, or REST/CSV for export.
Secure & isolated
One private instance per customer. Credentials encrypted at rest (AES-256-GCM), role-gated access, and never shown back to the browser.
Test before you trust
Verify every email and ERP connection against the live service before saving, and watch real documents flow end-to-end in the demo.
What we automate
Pick the workflow you're trying to fix
Invoice automation
Capture invoices from email or upload, read them with AI (beyond OCR), and post them to your ERP as bills.
Invoice automation →Accounts payable automation
Touchless AP: capture, validate, and post supplier invoices automatically, and review only the exceptions.
AP automation →Purchase order automation
Turn incoming POs and RFQs into sales orders and quotes in your ERP, with no order-entry typing.
PO & order automation →Connects to the systems you already run
Questions, answered
FAQ
What exactly does DynamoDocs do?
It captures invoices, purchase orders, and RFQs from email or upload, extracts and classifies them with AI, validates the data, routes only exceptions to a human, and posts finished records directly into your ERP.
Is this just OCR?
No. Traditional OCR turns an image into raw text and usually needs a template built for each vendor layout. DynamoDocs uses AI to understand the document, identifying which value is the total and which rows are line items, across layouts it has never seen. OCR is just one step. DynamoDocs handles the whole path from inbox to a validated, posted ERP record.
How much time and money will it save us?
Keying one document into an ERP typically takes 5–10 minutes and costs $2–$6 in labor, plus the cost of fixing data-entry mistakes. DynamoDocs processes documents in seconds and only asks a person to review the small fraction that fail validation, which commonly cuts document-handling labor by 80–95%. Use the calculator above to run your own numbers.
Which ERP systems and document sources are supported?
ERP targets include Infor XA, SAP, Dynamics 365, Business Central, QuickBooks Online, NetSuite, Sage Intacct, Sage 50, Xero, and Acumatica, plus any system via a generic REST or CSV connector. Documents come in via Microsoft 365, Google Workspace/Gmail, any IMAP mailbox, or drag-and-drop.
How accurate is it, and what happens with errors?
Every document is validated automatically. Clean ones pass through on their own. Anything that fails a rule is flagged field by field and sent to a review queue, so people only handle exceptions. You can also train the extractor on your own sample documents to improve accuracy on your vendors' formats.
Do we need a developer to set it up or change it?
No. Document types, fields, validation, processing rules, and ERP field mappings are all configuration edited in the Settings UI. Adding a new document type or field is a settings change, not a coding project.
How is it deployed, and is our data secure?
Each customer runs an isolated instance with its own database, secrets, and credentials. Nothing is shared between customers. Connector credentials are encrypted at rest with AES-256-GCM, sessions use httpOnly cookies, and access is role-gated. It can be self-hosted or run as a managed deployment.
How do we get started?
Explore the live demo, or book a 30-minute live demo session to see DynamoDocs run against your own document types.
See it run on your documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in an ERP in about 30 minutes. We'll work out what it saves you.