Microsoft Dynamics 365 Finance and Operations

Eftsure integrates directly into Microsoft Dynamics 365 Finance & Operations to give your team real-time visibility and control over vendor risk and payments. From onboarding through to final payment, Eftsure helps you prevent payment fraud and enforce financial controls.

Key Benefits

• Full visibility, all in one place

  The Eftsure workspace in Dynamics 365 F&O puts you in control—see vendor onboarding progress, risk status, and who’s safe to pay in real time.

• Real time risk indicators

Color-coded statuses (green, orange, red) show up everywhere—so your team always knows which suppliers are safe, and which ones need to be reviewed.

• Quick access to the right data

Dashboards and filters make it easy to surface risks, track onboarding, and manage vendors.

• Protection built into every step

  From onboarding to final payment, Eftsure embeds fraud payment prevention into your AP process, seamlessly inside Dynamics.

• Secure, self-service onboarding

Eftsure makes vendor onboarding fast, easy and secure – right inside of Dynamics 365 for Finance. New vendors enter their own details through a guided, digital process. Eftsure then verifies banks accounts and business registry data, so you can be confident they’re accurate before they ever enter your system.

• Consistent controls, everywhere

Whether you’re looking at a vendor, PO, invoice or payment—you’ll see the same Eftsure indicators and recommendations, every time.

• Stop payment fraud before it happens

Eftsure acts as your final checkpoint—so only verified payments go through.