D365 AP Automation Specialist (ExFlow)

Sonata Software Overview

In today's market, there is a unique duality in technology adoption. On one side, extreme focus on cost containment by clients, and on the other, deep motivation to modernize their Digital storefronts to attract more consumers and B2B customers. As a leading Modernization Engineering company, we aim to deliver modernization-driven hypergrowth for our clients based on the deep differentiation we have created in Modernization Engineering, powered by our Lightening suite and 16-step Platformation™ playbook. In addition, we bring agility and systems thinking to accelerate time to market for our clients. Headquartered in Bengaluru, India, Sonata has a strong global presence, including key regions in the US, UK, Europe, APAC, and ANZ. We are a trusted partner of world-leading companies in BFSI (Banking, Financial Services, and Insurance), HLS (Healthcare and Lifesciences), TMT (Telecom, Media, and Technology), Retail & CPG, and Manufacturing space. Our bouquet of Modernization Engineering Services cuts across Cloud, Data, Dynamics, Contact Centers, and around newer technologies like Generative AI, MS Fabric, and other modernization platforms.

Role Title:

D365 AP Automation Specialist (ExFlow) Location: Europe Work Mode:

Work from home - as per need there could be travel (once in a quarter), accommodation/travel is paid (different locations across Europe or Finland)

Role Objective To lead the implementation and optimization of

ExFlow (SignUp Software)

within the Dynamics 365 Finance & Supply Chain environment, ensuring a touchless, compliant, and efficient vendor invoice process.

Key Responsibilities Solution Design:

Lead design workshops to map \"as-is\" manual AP processes to \"to-be\" automated ExFlow workflows. OCR & Data Capture Configuration:

Setup and fine-tune

ExFlow Data Capture (EDC)

or integrated OCR services to maximize field recognition accuracy (Header and Line level). 3-Way Matching Logic:

Configure complex matching rules between Vendor Invoices, Purchase Orders (PO), and Product Receipts, specifically handling price and quantity tolerances common in manufacturing. Workflow Engineering:

Design and implement multi-level approval hierarchies using

ExFlow’s Position-Based

or

Dimension-Based

routing. Exception Handling:

Create standard operating procedures (SOPs) for managing variances, \"Unmatched\" invoices, and vendor communication within the ExFlow portal. Analytics & Reporting:

Deploy and customize

Power BI dashboards

for AP performance tracking (e.g., \"Time to Approve,\" \"Touchless Ratio,\" and \"Early Payment Discount\" realization).

Required Technical Skills ExFlow Expertise:

Minimum 3 years of hands-on experience with

ExFlow AP

(v10.x and above) and the

ExFlow Connector

for D365. Functional D365 Finance:

Strong knowledge of the

Accounts Payable

and

General Ledger

modules in Dynamics 365 F&SCM. Integration Knowledge:

Experience with

Azure Logic Apps

or

Power Automate

for extending ExFlow notifications or external data flows. Data Migration:

Proficiency with the

Data Management Framework (DIXF)

for importing vendor master data and open AP balances.

Strategic Competencies for Manufacturing Landed Cost Management:

Ability to configure ExFlow to correctly handle miscellaneous charges (freight, duty) that affect inventory valuation. Inter-Company Automation:

Experience setting up automated invoice posting across multiple legal entities (common in global manufacturing groups). Audit & Compliance:

Deep understanding of internal controls, Segregation of Duties (SoD), and VAT/GST tax compliance requirements within the AP cycle.

Why join Sonata Software? At Sonata, you´ll have an outstanding opportunity. The chance to use your skills and imagination to push the boundaries of what´s possible. To build never seen before solutions to some of the world’s toughest problems. You´ll be challenged, but you will not be alone. You´ll be joining a team of diverse innovators, all driven to go beyond the status quo to craft what comes next.

Sonata Software is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law