Automate B2B Payments Inside Dynamics 365
DataFi Payments connects natively with Microsoft Dynamics 365 Finance & Operations to automate your AR, eliminate manual reconciliation and give your finance team real-time cash flow visibility.
Payments That Live Inside Dynamics 365
DataFi Payments is built to work inside your Dynamics 365 environment — posting payments, matching invoices and updating ledgers automatically without requiring your team to leave the system.
- Payments post directly to Dynamics 365 records
- Automatic GL coding and account matching
- Works with Finance & Operations and Business Central
- Real-time payment status inside Dynamics records
Faster Collections. Less Manual Work.
Automate your entire AR process inside Dynamics 365 — from sending payment requests to matching receipts and closing invoices — so your finance team can focus on higher-value work.
- Automated payment reminders from Dynamics records
- Accept ACH, credit card and eCheck
- Automatic invoice matching and closure
- Full audit trail inside Dynamics 365
Why Businesses Choose DataFi for Dynamics 365
Built for the way B2B finance teams actually work.
No System Overhaul
DataFi connects to your existing Dynamics 365 setup — no rip and replace, no new workflows to learn.
Fast Go-Live
Our team handles full field mapping, testing and implementation. Live within a week.
Multi-Entity Support
Manage payments across multiple Dynamics entities and legal entities from a single connection.
Every Payment Method
ACH, card, eCheck — every payment type posts automatically to the right Dynamics record.
Real-Time Cash Visibility
Live payment status, open AR and cash flow data right inside your Dynamics 365 dashboard.
Dedicated Support
A dedicated DataFi team that knows your Dynamics setup and is there when you need them.
Ready to Automate Payments Inside Dynamics 365?
Connect DataFi Payments to your Dynamics 365 environment — no disruption, live in days.