Sage 300 document automation

Stop keying documents into Sage 300

DynamoDocs captures your invoices, purchase orders, and RFQs from email or upload, reads them with AI, validates every field, and posts them into Sage 300. Your team reviews the exceptions instead of retyping every document.

30-minute session · run against your own Sage 300 document types · no commitment

The short version

DynamoDocs automates document data entry into Sage 300. Invoices, purchase orders, and requests-for-quote arrive by email or upload in any common format. AI reads and classifies each one, the data is checked automatically, and approved records are posted into Sage 300 through the Sage 300 web services / API. Sage 300 (formerly Accpac) runs multi-company, multi-currency finance and distribution for mid-market businesses, where AP volume spans several entities.

The mapping

How your documents land in Sage 300

A point-and-click field mapper shapes each record into what Sage 300 expects, so there's no JSON to hand-edit.

Invoice →

Becomes an AP invoice in Sage 300, with header and line items mapped and validated before posting.

Purchase order →

Becomes an order-entry order, with required fields enforced so nothing posts half-filled.

RFQ →

Becomes a quote, ready for your team to act on without retyping.

Connection

DynamoDocs connects via the Sage 300 web services / API, tested live before saving and with credentials encrypted at rest.

Specific to Sage 300

How DynamoDocs fits Sage 300

Web services API

Connects through the Sage 300 web services / API, on-prem or hosted.

Native records

Posts AP invoices, Order Entry orders, and quotes.

Multi-company & currency

Maps to the right company database, currency, and GL accounts during posting.

The business case

What manual entry is costing you

Drag the sliders to model your own volume. Defaults are deliberately conservative.

1,000
7 min
$32/hr
90%

Hours given back / month

Estimated labor saved / year

Before error-correction and faster close.

Manual touches eliminated / month

Monthly keying labor, before vs after

Manual
DynamoDocs

Want this modeled on your real numbers? See it on your documents

Plans start at $1,500/mo, a fraction of the labor above. See pricing

Built for Sage 300 teams

What people search for

DynamoDocs does each of these for Sage 300.

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Config over code

Add a document type or field in Settings; the AI prompt and review screen update automatically. No redeploy.

Review only exceptions

Clean documents post to Sage 300 automatically; flagged ones land in a queue, each problem tied to the exact field.

Train on your documents

Upload a few real samples and the extractor learns your vendors' layouts before anything goes live.

Secure & isolated

One private instance per customer; credentials encrypted with AES-256-GCM and never shown to the browser.

Questions, answered

Sage 300 automation FAQ

Can DynamoDocs automate invoice entry into Sage 300?

Yes. DynamoDocs captures invoices from email or upload, extracts every field with AI, validates them, and posts each one into Sage 300 as an AP invoice via the Sage 300 web services / API. People only review the exceptions.

Does it handle purchase orders and RFQs for Sage 300 too?

Yes. The same pipeline turns purchase orders into an order-entry order and requests-for-quote into a quote in Sage 300. A visual field-mapping engine shapes each record into exactly what Sage 300 expects.

How does DynamoDocs connect to Sage 300?

Through the Sage 300 web services / API. You can test the connection from the Settings screen, and a new target runs in simulation mode until you switch it live, so you can confirm the mapped payload is exactly right before anything posts to Sage 300. Credentials are encrypted at rest and never shown back to the browser.

How much time and money does Sage 300 automation save?

Keying one document into Sage 300 typically takes 5–10 minutes and costs $2–$6 in labor. DynamoDocs does it in seconds and only flags exceptions for review, which commonly cuts document-handling labor by 80–95%.

Do we need a developer to set up Sage 300 automation?

No. Document types, fields, validation rules, and the Sage 300 field mappings are all configuration edited in a Settings UI, not custom code.

See it run against your Sage 300

Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Sage 300 in about 30 minutes. We'll work out what it saves you.

Sage 300 automation by industry

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