Dynamics 365 accounts receivable, run by AVA.
AVA connects to Microsoft Dynamics 365 and handles AR end to end. She presents invoices, works collections, accepts payments, and posts cash receipts back to Dynamics, so your finance team works from current data without the manual effort.
AVA in Dynamics 365 today
AVA working- 6:05 AMCash receipt journal posted to Dynamics 365
- 7:45 AMPosted sales invoices synced and scheduled for delivery
- 1:20 PMPayment plan logged on customer card
- 5:00 PMDaily AR summary sent to finance team
Live in Dynamics 365 in minutes.
- 1
Connect.
Authorize Chargezoom to access Dynamics 365. No migration, no data export, and no change to how your team works.
- 2
Map.
Confirm how payments, fees, and adjustments should post. AVA follows your existing Dynamics 365 setup.
- 3
Sync.
AVA pulls in your customers and open invoices, then keeps them in sync continuously in both directions.
- 4
Go.
AVA starts working your AR immediately, with every action visible to your team and written back to the ERP.
What AVA does inside Dynamics 365.
Every stage of the AR lifecycle, with results written straight back to your system of record.
Invoicing
New Dynamics 365 invoices are picked up instantly and delivered with a branded pay link, timed to each customer.
Collections
AVA works past-due balances using Dynamics 365 history, and logs every conversation on the customer record.
Payments
Card, ACH, and eCheck payments with up to 40% lower processing fees, recorded automatically.
Cash application
Payments are matched to invoices, applied, and posted to Dynamics 365, including partial and short pays.
Disputes and deductions
Approved credits and adjustments are posted to Dynamics 365 once each case is resolved.
Forecasting and reporting
Cash flow forecasts and AR reports built from live Dynamics 365 data, available on request.
AVA does the work. You set the rules.
What syncs with Dynamics 365
- Customers
- Contacts
- Posted sales invoices
- Cash receipt journals
- Credit memos
- Dimensions
What you control
- Which accounts payments, fees, and adjustments post to
- Which customers and invoices AVA works
- Approval requirements before anything posts
- Sync scope and user permissions
- Cash receipt journals, dimensions, and multiple companies are supported, following your existing posting setup.
A day of AR in Dynamics 365
What your team sees in Dynamics 365 when AVA is running AR.
- Morning
Payments posted
Overnight payments are applied to the right invoices and already in Dynamics 365 when your team logs in.
- Midday
Collections logged
Every follow-up and promise to pay appears on the customer record in Dynamics 365.
- Afternoon
Adjustments approved
Credits from resolved disputes post to Dynamics 365 after your one-click approval.
- Close
Books ready
Deposits reconcile to the bank, so month-end starts clean instead of with a cash application backlog.
Other integrations
Frequently asked questions
Which Dynamics 365 product is supported?
AVA supports Dynamics 365 Business Central. Contact our team if you run another Dynamics product and we will discuss options.
How are payments recorded?
AVA creates and posts cash receipt journal lines applied to the right invoices, using the journal batches and accounts you choose.
Does it work with multiple companies?
Yes. Each company can be connected, and AVA keeps payments and reporting separated by company.
Will my team still work in Dynamics?
Yes. Dynamics remains the system of record. AVA's activity, notes, and payments all appear there.
Put AVA to work inside Dynamics 365.
Connect Dynamics 365 and see AVA work your receivables in minutes.