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Eftsure inside Microsoft Dynamics 365 for Finance and Operations

Introduction

Eftsure integrates directly into Microsoft Dynamics 365 Finance & Operations to give your team real-time visibility and control over vendor risk and payments.
From onboarding through to final payment, Eftsure helps you prevent payment fraud and enforce financial controls.

Key Benefits


  • Full visibility, all in one place
    The Eftsure workspace in Dynamics 365 F&O puts you in control
    See supplier onboarding progress, risk status, and who's safe to pay in real time.
  • Real time risk indicators
    Colour-coded statuses (green, orange, red) show up everywhere
    So your team always knows which suppliers are safe, and which ones need to be reviewed.
  • Quick access to the right data
    Dashboards and filters make it easy to surface risks, track onboarding, and manage suppliers.
  • Protection built into every step
    From onboarding to final payment, Eftsure embeds fraud payment prevention into your AP process, seamlessly inside Dynamics.
    We also provide alerts and notifications to keep your team informed of any issues.
    Our signals are available at the vendor, PO, invoice and payment levels.
    We also support multiple partners for invoicing and payments, such as ExFlow and Xe !
  • Consistent controls, everywhere
    Whether you're looking at a supplier, PO, invoice or payment,
    You'll see the same Eftsure indicators and recommendations, every time.
  • Stop payment fraud before it happens
    Eftsure acts as your final checkpoint
    So only verified payments go through.
  • Secure, self-service onboarding

    Eftsure makes supplier onboarding fast, easy and secure - right inside of Dynamics 365 for Finance.
    New vendors enter their own details through a guided, digital process.
    Eftsure then verifies banks accounts and business registry data, so you can be confident they're accurate before they ever enter your system.

About Eftsure inside Dynamics 365 F&O

Eftsure is a comprehensive solution designed to enhance the security and efficiency of the Accounts Payable process within Dynamics 365 Finance & Operations.
By integrating seamlessly into the platform, Eftsure provides real-time visibility and control over vendor risk and payments.

Eftsure enables secure, self-service onboarding within Dynamics 365 F&O.
Suppliers enter their own details through a guided digital workflow. Eftsure then verifies bank and business registry data, giving you confidence that supplier information is accurate before it enters your system.
The extension of Eftsure inside Microsoft Dynamics 365 for Finance and Operations helps preventing all the issues such as payment details discrepancies, increase in scams, incorrect manual input, manual process and potential frauds by enabling payments verifications, Government code checks, payment limits, GST registration check via the use of Eftsure.

This customization will help onboard vendors safely and verify automated payments to provide tranquillity for the Accounts Payable team.


Where to find us?


Intro video


Get Started

To get started with Eftsure inside Dynamics 365 F&O, check our Get Started / FAQ / Blog sections.