Healthcare organizations process invoices from hospitals, clinics, laboratories, medical suppliers, and other service providers, often across multiple locations and departments. For organizations using , implementing AP automation can help reduce manual invoice entry, expedite approvals, enhance purchase order matching, and provide finance teams with improved visibility into accounts payable. combines AI-powered invoice processing with Business Central to automate more of the AP cycle while keeping financial data connected to the ERP.
Key Highlights
- AI-powered invoice capture can extract supplier information, line items, amounts, tax information, and other invoice details.
- Automated approval workflows can route invoices to the appropriate manager and provide reminders when action is needed.
- Two-way and three-way purchase order matching can identify exceptions before invoices are posted.
- Multi-entity capabilities can help healthcare organizations manage invoices across hospitals, clinics, and care centers.
- Integration with Microsoft Dynamics 365 Business Central allows approved invoices and payment information to flow between the AP automation system and ERP.
Why Is Healthcare Invoice Processing So Challenging?
Healthcare accounts payable has several characteristics that can make manual invoice processing particularly time-consuming. Hospitals, clinics, and care facilities may receive invoices in many formats, including paper, PDF, XML, and EDI, while purchasing can involve partial shipments, substitutions, backorders, and other exceptions.
The approval process can also become difficult to manage. When invoices are routed manually through email or paper, finance teams may spend significant time tracking down approvals, while invoices can sit in inboxes and delay payments.
Multiple locations add another layer of complexity. Different facilities may follow different AP procedures, making it harder for finance leaders to maintain consistent processes, avoid duplicate payments, and gain a complete view of spending.
How Does AI Invoice Processing Work with Dynamics 365 Business Central?
AI invoice processing automates many of the repetitive steps between receiving an invoice and posting it to the ERP. With Rillion, invoices are captured and interpreted using AI technology, then coded, routed, matched, and approved according to established rules before being posted to Business Central.
Capture Invoice Data Automatically
The process begins by capturing invoice information regardless of whether the invoice arrives as a paper document, PDF, XML file, Word document, or another digital format. Rillion identifies the supplier and extracts information such as reference numbers, amounts, line items, and tax information.
The system can also apply coding suggestions based on previous patterns, reducing the amount of manual data entry required from AP staff.
Code and Route Invoices
After invoice data is captured, Rillion can apply accounts and cost centers and route invoices according to predefined rules. Invoices can be sent to the appropriate approver or exception handler, while automated reminders help prevent approvals from becoming stalled.
Approvers can review invoices from a desktop or mobile device, giving healthcare managers more flexibility while keeping the approval process moving.
Match Invoices with Purchase Orders
Purchase order matching is particularly important in healthcare because supplier invoices may not always correspond exactly to what was originally ordered or received.
Rillion supports both two-way matching, which compares an invoice with a purchase order, and three-way matching, which compares the invoice, purchase order, and goods receipt. When information does not match, the exception can be routed to the appropriate person rather than requiring the AP team to investigate every invoice manually.
What Does AP Automation Add to Dynamics 365 Business Central?
Microsoft Dynamics 365 Business Central provides accounts payable functionality, including invoice entry and approvals. Rillion is designed to extend those capabilities with AP automation, automating invoice capture, supporting more complex matching requirements, and adding flexible approval workflows.
The integration allows invoice information to move between Rillion and Business Central. Once an invoice has been approved, it can be sent to Business Central for booking and payment, while payment information can flow back for auditing and archiving.
For organizations with multiple companies or entities in Business Central, Rillion can also route invoices, apply coding, and automatically post them to the appropriate entity.
How Can Healthcare Organizations Improve AP Visibility?
Centralized invoice management gives finance leaders a broader view of accounts payable across their healthcare organization. Instead of relying on separate processes at individual facilities, invoices and payments can be tracked through a centralized system.
Rillion provides visibility into invoice status, payments, supplier spending, and potential bottlenecks. This can help finance teams monitor what has been approved, what remains pending, and where action may be required across the organization.
The system also provides a searchable audit trail for AP activity. Combined with Business Central's financial records, this can make it easier to locate invoice information when preparing for an audit.
Can AI Invoice Processing Help Healthcare Organizations Reduce Errors?
Automating invoice capture, coding, approval, and matching can reduce the amount of repetitive manual work involved in accounts payable. Rillion reports processing invoices 85% faster and reducing mistakes by 97%.
The goal is not simply to process invoices faster. Automated matching and exception handling can allow finance employees to focus their attention on invoices that actually require investigation, rather than manually reviewing every transaction.
Is AI Invoice Processing Secure for Healthcare Organizations?
Security and compliance are important considerations when automating financial processes in healthcare. Rillion states that its platform follows HIPAA requirements and supports role-based access, encryption, and audit trails. It also reports SOC 1 and SOC 2 compliance, along with adherence to GDPR and CCPA.
For healthcare organizations, these controls are particularly relevant because invoice processing can involve sensitive supplier, financial, and potentially patient-related information.
Healthcare Invoice Processing and Dynamics 365 Business Central FAQs
Q: What is AI invoice processing in healthcare?
A: AI invoice processing uses AI and machine learning to capture, code, validate, route, and approve invoices, reducing manual data entry and processing work.
Q: Does Dynamics 365 Business Central already provide AP automation?
A: Business Central provides invoice entry and approval functionality, while Rillion extends those capabilities with automated capture, complex PO matching, flexible workflows, and payment automation.
Q: Can Rillion manage invoices for multiple healthcare locations?
A: Yes. Rillion is designed to centralize invoice management across multiple hospitals, clinics, and care centers while supporting different entities and workflows.
Q: How does invoice automation handle mismatches?
A: Invoices that do not match purchase orders, contracts, or delivery receipts can be flagged and routed to the appropriate person for review.
Q: Can approved invoices be posted to Business Central?
A: Yes. Approved invoices can be sent to Microsoft Dynamics 365 Business Central for booking and payment, while payment information can be transferred back to Rillion for auditing and archiving.
Taking the Next Step with Healthcare AP Automation in Dynamics 365 BC
For healthcare organizations using Microsoft Dynamics 365 Business Central, invoice automation can address some of the most time-consuming parts of accounts payable without requiring finance teams to abandon their existing ERP. Automating capture, coding, approvals, matching, and posting can create a more consistent process while giving finance leaders better overall visibility.
The most useful starting point is to examine where invoices currently slow down: data entry, approvals, purchase order matching, exception handling, or multi-location processing. From there, organizations can determine which parts of the AP process would benefit most from automation and how those processes should work with Business Central.
Would you like to know more about how your healthcare organization can automate invoice processing in Microsoft Dynamics 365 Business Central with AI, PO matching, and approval workflows? our experts at Rillion.
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