CollectionFlow 365
Payment collection and bank reconciliation, statement by statement, on Business Central.
Companies receive money through many banks, mobile-money platforms, payment gateways, cheques and direct debits. CollectionFlow 365 takes the statements pushed or collected from each rail, normalises them, identifies the payer, applies receipts to invoices and reconciles the bank account for every import, leaving only the true exceptions for people. Matching follows rules and scores you can explain, and automatic posting stays off until you switch it on. An optional hub on your own Windows server collects statements and delivers them to Business Central online.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Statements | Downloaded and keyed by hand | Pushed or collected from each rail, validated and queued per bank account in order |
| Payer identification | Guessed from the narrative | Invoice reference, customer identifier and amount rules, each with a score |
| Reconciliation | Month-end, in one go | A reconciliation built and applied for every statement |
| Exceptions | Found in a spreadsheet | A worklist with reason, suggested customer, owner and due time |
| Channels | One bank at a time | Banks, mobile money and payment gateways on one set of rules |
| Platform | - | A Business Central extension, with an optional hub on your own Windows server |
Delivery and support
CollectionFlow 365 is implemented by Software Dynamics on Business Central, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does CollectionFlow 365 run on?
Business Central. The listing on this page shows the platform, status and licensing.
How is CollectionFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.