We understand your challenges
A configured approval path routes the document to the right person automatically, according to defined rules.
ADF provides one entry point and repository for all document types.
Microsoft Document Intelligence and OCR technology read and classify documents automatically.
A barcode on every document and a mobile version of the app give access from anywhere.
ADF protects documents against unauthorised access and loss, in line with document-retention requirements.
The ADF-KSeF integration automates the whole invoice lifecycle: retrieving and reading XML data, verification and approval, and passing it to the finance system.
Approval speeds up, with no reminders and no hunting for who should click next.
Every document is where you look for it, regardless of where it came from.
Less manual data entry and fewer errors from retyping.
You find a document in a moment, no matter where you happen to be.
You are sure the document is safe and can be produced during an audit.
Smart routing sends the invoice to the right person, without manual handling and errors.
AI-assisted document processing from multiple sources
ADF handles various document types, that is, invoices, receipts, contracts, and shipments, imported from many sources: email, KSeF, EDI, or entered by hand. Microsoft Document Intelligence and OCR technology automatically read and classify documents and match them to orders, without manual data entry.
Budget management and configurable approval paths
Configuring budget lines, financial dimensions, and related permissions gives full control over planned and actual costs, and every budget item linked to a document reduces the risk of overruns. In Power Automate, you define any processing and approval path for users, groups, or roles, depending on the type and value of the document.
Flexible deployment and integration with the Microsoft environment
ADF works as a standalone solution or in full integration with a finance and accounting system, including Dynamics 365. Built in Power Apps, it connects with Microsoft 365, Outlook, and Teams, and its responsive interface works just as well in the office as in the field or on the move.
Orders, a data repository, and the full document lifecycle
The document flow extends to managing internal and purchase orders and communication with suppliers, integrated with the cost documents received. Dataverse provides a single repository with barcodes for quick search, and once approval is complete, documents can be moved to Azure Blob Storage. From the start of the flow to archiving, the entire document lifecycle stays in one system.
Products that help us drive change
We don't just deploy standalone applications; we implement a cohesive suite of Microsoft solutions—from Dynamics 365 and the Power Platform to advanced analytics and AI—tailored to your specific goals. Everything runs on a unified data foundation, meaning information entered once works across your entire organization, while AI supports your processes exactly where the work happens.
A clear, structured path for change in your company
Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.
Needs analysis
We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.
Choosing the right solutions
We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.
Roadmap
Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.
Implementation and monitoring
We implement in stages, incorporating testing and risk management, and once live, we stabilize the system and transition to ongoing support.
Wondering whether this would work for you?
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Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
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Send and retrieve KSeF invoices straight from Dynamics 365 or AX, with validation and a full confirmation cycle in one system.
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FAQs
Does ADF work on its own, or does it require integration with a finance and accounting system?
It can work as a standalone solution, with all the functions needed to process and store documents, or in full integration with a finance and accounting system, including Dynamics 365, depending on what fits your organisation better.
Which document types does ADF handle?
Invoices, receipts, contracts, and shipments. Documents can come into the system from email, from KSeF, through EDI, or be entered by hand.
How does the ADF integration with KSeF work?
The integration automates the entire invoice lifecycle: from retrieving and reading the data in the XML file, through verification and approval, to passing it on to the finance system. Smart routing directs documents to the right people and processes.
Can you access ADF from a phone?
Yes. The app has a mobile version with a responsive interface that adapts to any screen, so you have access to your documents in the office, in the field, and on the move.
What happens to a document once the approval process is finished?
The document stays in the Dataverse repository, with a barcode for quick search and inventory. Once approval is complete, it can be moved to Azure Blob Storage to save space in Dataverse.
Let's talk about your project
Let us know what you're looking for: implementation, migration, system development, or a specific question you need answered. We’ll get back to you with a concrete next step, not a sales pitch.
