Document automation for professional services
Document automation for professional services firms
Vendor bills, subcontractor invoices, and client-related expenses arrive constantly, and finance keys each one in instead of advising the business. DynamoDocs captures and posts them into your ERP automatically.
30-minute session · run against your own document types · no commitment
The short version
DynamoDocs removes manual document entry for professional services firms. For professional services firms, vendor bills, subcontractor invoices, and client-related expenses arrive constantly and finance keys each one in by hand. DynamoDocs captures each document, reads it with AI, validates every field, and posts it into your ERP, so your team reviews the exceptions instead of retyping everything.
The documents
What professional services firms send DynamoDocs
Captured from email or upload, read with AI, validated, and posted into your ERP.
Vendor and subcontractor invoices coded to clients or projects
Software and subscription bills across the firm
Reimbursable expense documents tied to engagements
Quotes and estimates sent to clients
The business case
What manual entry is costing you
Drag the sliders to model your own volume. Defaults are deliberately conservative.
Hours given back / month
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Estimated labor saved / year
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Before error-correction and faster close.
Manual touches eliminated / month
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Monthly keying labor, before vs after
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
Pick your ERP
Professional Services automation, by ERP
See exactly how DynamoDocs posts professional services firms' documents into your system, in its own terminology.
NetSuite
Invoices → a vendor bill · POs → a purchase or sales order · RFQs → an estimate / quote
NetSuite for professional services firmsSage Intacct
Invoices → an AP bill · POs → a purchase or sales transaction · RFQs → a quote
Sage Intacct for professional services firmsBusiness Central
Invoices → a purchase invoice · POs → a sales order · RFQs → a sales quote
Business Central for professional services firmsQuickBooks Online
Invoices → a vendor bill · POs → a purchase order or estimate · RFQs → an estimate
QuickBooks Online for professional services firmsXero
Invoices → an accounts payable bill · POs → a purchase order · RFQs → a quote
Xero for professional services firmsOracle ERP Cloud
Invoices → an AP invoice · POs → a purchase or sales order · RFQs → a quote
Oracle ERP Cloud for professional services firmsDeltek Costpoint
Invoices → an AP voucher · POs → a purchase order · RFQs → a quote
Deltek Costpoint for professional services firmsZoho Books
Invoices → a bill · POs → a purchase or sales order · RFQs → an estimate
Zoho Books for professional services firmsOdoo
Invoices → a vendor bill · POs → a sales order · RFQs → a quotation
Odoo for professional services firmsWhat people search for
If you're looking for any of these
Questions, answered
Professional Services automation FAQ
How does DynamoDocs help professional services firms?
Vendor bills, subcontractor invoices, and client-related expenses arrive constantly, and finance keys each one in instead of advising the business. DynamoDocs captures and posts them into your ERP automatically. People only review the documents that fail validation.
What documents does it handle for professional services firms?
DynamoDocs captures vendor and subcontractor invoices coded to clients or projects, subscription bills, and client quotes from email or upload in any common format (PDF, scan, Excel, HTML, or attached email), extracts every field with AI, validates the data, and posts each record into your ERP.
Which ERPs does it support for professional services firms?
Common choices for professional services firms include NetSuite, Sage Intacct, Business Central, QuickBooks Online, Xero, Oracle ERP Cloud, Deltek Costpoint, Zoho Books, and Odoo, plus any system via a generic REST or CSV connector. Each ERP has its own page describing exactly how documents post into it.
How much manual entry does it remove?
Keying one document typically takes 5–10 minutes and costs $2–$6 in labor. DynamoDocs does it in seconds and only flags exceptions, commonly cutting document-handling labor by 80–95%.
See it run on your documents
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in your ERP in about 30 minutes. We'll work out what it saves you.
Other industries