Native Integration with Microsoft Dynamics 365: AI-Native AR on Top of Your ERP

How the Dynamics 365 + Monk Integration Powers Invoice to Cash

Your ERP Stays the System of Record: Monk does not replace F&O or Business Central. Invoices, customers and balances keep living in Dynamics. Monk runs collections and cash application on top. You get the automation without a re-platform and without retraining your team on a new ledger.

Invoice and Customer Sync: Connect your Dynamics environment, whether F&O or Business Central, and invoice and customer data syncs into Monk, using the same setup flow as QuickBooks and NetSuite. No CSV exports and no overnight batch files.

Multi-Company Mapping: Groups running several F&O legal entities or Business Central companies under one tenant can map each individually during the connect flow, so a multi-entity group is not forced into a single blended view of its receivables.

Reply-Aware Collections: Julia, the Monk agent for Intelligent Collections, reads inbound replies and responds to what the customer actually said rather than advancing a fixed dunning sequence. 90% of invoices are resolved without escalation.

Cash Application: Incoming payments are matched to open invoices automatically, at an 80% match rate rising to 95% with suggested matching rules that your team owns rather than raising a ticket to change.

What Makes Monk Different

AP Portal Submission: Monk submits invoices into more than 600 corporate accounts payable portals. Across Monk's customer base, 92% of enterprise invoices have to be submitted through a customer's portal rather than paid from an emailed invoice. This is the step most receivables tooling leaves to a person.

The Full Microsoft Stack: Monk connects to Dynamics 365 for the ledger and to Outlook and Microsoft 365 for email, so a Microsoft-native finance team can automate receivables end to end without leaving its stack.

Rules You Control: Matching rules and collections playbooks are configured by your team directly, not requested through a vendor support queue.

Fast to Live: Monk goes live in less than one week and is SOC 2 Type II compliant.

Common Use Cases We Support

• Manufacturers and distributors on F&O or Business Central with high invoice volume
• Multi-entity groups running several F&O entities or BC companies under one tenant
• Companies upgrading from Dynamics NAV, GP or AX and rebuilding AR at the same time
• Finance teams selling into enterprise that submit invoices through customer AP portals
• Controllers wanting collections automation without changing ERP