AI clerks that run your AP,
inside Dynamics GP.
Clerked's AI clerks work inside Dynamics GP. They find invoices in your inbox, match every line to the PO and shipment receipt, catch billing errors before you pay them, and draft replies to vendors. GP stays the system of record.
Matched to the shipment receipt
Each PO invoice line is matched to its PO line and the posted shipment receipt it bills for. When the receipt isn't posted yet, or the price or quantity is outside your tolerance, the invoice is held with the reason.
Approvals routed by GL account
Invoices are routed by the GP account each line is coded to, for example IT spend to the controller and legal fees to the CEO. Approvers answer from email with no login, and anything held arrives with its reason.
About a month to go live
On Dynamics, our average customer goes live in about a month, and our integrations never take longer than two months. We're moving Millwood's AP across its 40+ sites onto our agents.
How it works
GP has a name for being hard to integrate with, and it usually runs on your own servers. We bring the AI capabilities of the cloud to on-prem ERPs. Nothing is installed on your servers, and there's nothing for IT to build.
GP did the ledger, and AP is still manual: someone keys each invoice into Payables Transaction Entry, finds the shipment receipt to match it to, and chases the approval. The clerks do that work, and your team handles only the exceptions that need a person.
Invoices go into Dynamics GP as payables transactions, coded by line. Nothing posts until it's approved, whether approvals happen in Clerked from email or in Dynamics GP itself. Dynamics GP stays the system of record, so nothing is migrated or replaced.
Reads vendors, POs, shipment receipts, items and GL accounts from GP
PO invoices matched by line to the posted shipment receipt, as in Enter/Match Invoices
Approved invoices land in a GP batch, ready for your team to review and post
Price increases, freight overcharges and duplicate invoices caught before you pay them
Vendor replies drafted from your GP data, and a person reviews and sends each one
“Having worked with a variety of AP systems, I can confidently say Clerked is on another level. It's so much more user-friendly for the people actually working in AP.”
Security and control
- Nothing is written to GP until the invoice has passed every approval your rules call for.
- Approvals start with a person, and approvers can answer from email with no login.
- Each invoice is checked again just before it's written to GP, and one that wouldn't post cleanly is held for your team.
- Approved invoices go to whatever pays them today.
