Who Mekorma Is Best For:
Mekorma helps organizations automate and secure their Accounts Payable (AP) processes while continuing to work inside the ERP they already use. Rather than replacing Microsoft Dynamics 365 Business Central, Mekorma extends it with embedded AP automation, payment processing, vendor validation, and compliance tools that reduce manual work and strengthen financial controls.
Mekorma is best suited for small and mid-sized organizations, as well as growing mid-market businesses, that process a steady volume of vendor invoices and payments and want to modernize AP without introducing a separate, disconnected platform. While many customers are on Microsoft Dynamics 365 Business Central, Mekorma also supports organizations using Acumatica and legacy Microsoft Dynamics GP.
Primary Roles:
1. Accounts Payable Specialists and AP Clerks
Mekorma helps AP professionals spend less time on repetitive administrative tasks by automating payment processing, approvals, vendor validation, and routine workflows. Instead of juggling spreadsheets, paper processes, or multiple systems, users can complete more of their work directly inside the ERP.
2. Accounts Payable Managers
For AP managers, Mekorma provides greater visibility and control over payment operations. Standardized workflows, approval routing, scheduled processing, and audit trails help improve efficiency while reducing the risk of fraud and payment errors.
3. Controllers
Controllers benefit from stronger internal controls, improved compliance, and greater confidence in the accuracy of financial data. Vendor validation, payment controls, audit history, and support for regulatory requirements help organizations reduce risk while maintaining financial integrity.
4. Finance Directors and CFOs
Finance leaders use Mekorma to improve operational efficiency, strengthen governance, and support business growth. By reducing manual effort and increasing automation, finance teams can focus more on strategic initiatives while maintaining visibility into cash flow and payment activity.
5. ERP Administrators and IT Teams
Business Central administrators and ERP managers appreciate that Mekorma works as an embedded extension of the ERP rather than requiring users to switch between multiple applications. This simplifies administration, reduces integration complexity, and keeps financial data in a single system of record.
Best-Fit Organizations:
Mekorma delivers the greatest value for organizations that:
Use Microsoft Dynamics 365 Business Central as their primary ERP.
Process moderate to high volumes of vendor invoices and payments.
Want to automate AP while maintaining strong financial controls.
Need to reduce payment fraud and validate vendor information before payments are made.
Require support for compliance initiatives, including audit readiness, vendor verification, and 1099 reporting.
Have multiple legal entities or centralized AP teams.
Are growing and need AP processes that can scale without adding headcount.
Are migrating from Dynamics GP to Business Central and want to modernize their AP processes alongside their ERP.
Industries:
Because AP challenges are common across many sectors, Mekorma serves organizations in a wide range of industries, including:
Manufacturing
Distribution
Professional Services
Nonprofit
Healthcare
Construction
Hospitality
Retail
Other organizations with complex vendor payment requirements
In Summary:
Mekorma is built for finance and Accounts Payable teams that want to eliminate manual payment processes, strengthen internal controls, reduce fraud risk, and automate AP without leaving Microsoft Dynamics 365 Business Central. It is particularly valuable for growing organizations that need enterprise-level AP capabilities delivered through an experience that feels like a natural extension of their ERP.
Accounts Payable Specialists and AP Clerks:
Mekorma helps AP specialists spend less time on repetitive administrative work and more time on higher-value activities. Embedded automation reduces manual data entry, streamlines invoice and payment processing, validates vendor information before payments are made, and supports scheduled workflows that keep work moving. Because everything happens within Business Central, users don't need to switch between multiple systems, improving both efficiency and accuracy.
Accounts Payable Managers:
AP managers gain greater visibility, consistency, and control over the entire payment process. Mekorma standardizes workflows, simplifies approvals, reduces payment bottlenecks, and helps ensure payments are processed accurately and on time. Features like payment automation, vendor validation, and audit history help managers reduce fraud risk while enabling their teams to handle increasing payment volumes without adding staff.
Controllers:
Controllers benefit from stronger financial governance and improved compliance. Mekorma provides embedded controls that help reduce payment errors, validate vendor records, support 1099 reporting, and maintain complete audit trails. By improving visibility into AP processes and strengthening internal controls, controllers can better protect company assets while simplifying audits and regulatory reporting.
Finance Directors:
Finance directors use Mekorma to improve operational efficiency across the finance department. Automation reduces the manual workload on AP teams, allowing finance professionals to focus on cash flow management, financial planning, and strategic initiatives. The solution also helps standardize processes across multiple business units or legal entities while supporting scalable growth.
Chief Financial Officers (CFOs):
For CFOs, Mekorma helps reduce operational risk while supporting digital transformation within finance. Automated workflows, stronger internal controls, fraud prevention tools, and compliance features improve financial governance without requiring organizations to replace their ERP. The result is a more efficient finance function that can support business growth while protecting cash flow and reducing risk.
ERP Administrators and Business Central Administrators:
ERP administrators benefit from a solution that works as a natural extension of Microsoft Dynamics 365 Business Central rather than a disconnected third-party application. Because Mekorma is embedded within the ERP, it reduces integration complexity, minimizes duplicate data, simplifies user administration, and helps maintain a single source of financial truth. Users also benefit from a familiar interface, leading to faster adoption and less training.
IT Managers and Technology Leaders:
IT teams appreciate that Mekorma minimizes the complexity often associated with standalone AP systems. Embedded functionality reduces the need to manage additional integrations, lowers ongoing maintenance requirements, and helps keep financial data secure within Business Central. This allows IT to support finance modernization without increasing technical overhead or introducing unnecessary complexity.
Organization-Wide Benefits:
Across the organization, Mekorma helps finance teams automate manual Accounts Payable processes, reduce repetitive work, strengthen internal controls, improve compliance, reduce payment fraud, and validate vendor information before payments are issued. By keeping AP automation embedded within Microsoft Dynamics 365 Business Central, organizations can modernize their payment operations, improve user adoption, and scale their finance processes while preserving the ERP investment they've already made.
One of Mekorma's strengths is that users do not need to be highly technical to use the software.
Because Mekorma is embedded within Microsoft Dynamics 365 Business Central, it uses the same interface, navigation, terminology, and security model that finance teams already know. Most day-to-day users can begin using the solution with standard product training and do not need programming, database, or IT expertise.
Technical requirements vary slightly by role:
Accounts Payable Specialists and AP Clerks require little to no technical knowledge. If they are comfortable using Business Central, they can typically learn Mekorma quickly since payment processing, approvals, and vendor management occur within familiar workflows.
AP Managers, Controllers, Finance Directors, and CFOs primarily configure business processes, approvals, payment policies, and reporting. They do not need technical backgrounds, though they should understand their organization's AP processes and internal controls.
Business Central Administrators or ERP Administrators typically handle initial setup, user permissions, integrations with payment providers, and ongoing administration. While this role benefits from Business Central administration experience, it generally does not require software development skills.
IT Teams are usually involved during implementation, security reviews, or broader ERP administration. Because Mekorma is an embedded extension rather than a separate platform, ongoing IT involvement is often lower than with standalone AP automation solutions that require complex integrations or synchronization.
Overall, Mekorma is designed for finance professionals first. Most users only need to be proficient with Microsoft Dynamics 365 Business Central and their organization's AP processes (not technically specialized) to take advantage of the software. This contributes to faster user adoption, less training, and lower ongoing support requirements.
Mekorma has spent more than 30 years helping organizations improve Accounts Payable processes within Microsoft ERP environments. Today, the company is recognized for combining deep AP expertise with embedded technology that allows finance teams to automate payments, strengthen controls, and reduce risk without leaving their ERP.
Several factors distinguish Mekorma from other AP automation providers.
Built for Microsoft Business Central:
Unlike standalone AP solutions that rely on integrations to synchronize data, Mekorma is designed to work as an embedded extension of Microsoft Dynamics 365 Business Central. Users remain inside the ERP they already know, using familiar navigation, security, and workflows. This reduces training requirements, simplifies administration, and helps organizations maintain a single source of financial truth.
Focused on Accounts Payable:
Rather than offering a broad suite of unrelated business applications, Mekorma specializes in solving Accounts Payable challenges. This focused approach allows the company to continuously enhance capabilities around invoice approvals, payment automation, vendor management, fraud prevention, compliance, and financial controls based on the evolving needs of finance teams.
Deep Experience in Microsoft ERP:
Mekorma has supported Microsoft ERP customers for decades, beginning with Microsoft Dynamics GP and continuing with Microsoft Dynamics 365 Business Central. This experience gives the company a strong understanding of how finance departments work within Microsoft environments and how AP automation can complement—not complicate—the ERP experience.
Embedded User Experience:
One of Mekorma's defining characteristics is its commitment to embeddedness. The software is designed to look, feel, and function like a natural part of Business Central rather than a separate application. This familiar experience helps organizations achieve faster adoption, reduce change management challenges, and minimize disruption to established finance processes.
Comprehensive Payment Automation:
Mekorma supports the complete payment lifecycle, helping organizations automate much more than invoice approvals alone. Customers can manage payment approvals, vendor validation, payment processing, remote payment services, and audit documentation from within Business Central, creating a more efficient and controlled AP operation.
Strong Emphasis on Security and Compliance:
Protecting vendor payments has become a critical priority for finance organizations. Mekorma helps reduce payment fraud through vendor validation, payment controls, approval workflows, audit trails, and support for compliance initiatives such as OFAC screening, TIN matching, and 1099 reporting. These capabilities help organizations strengthen governance while reducing operational risk.
Designed to Scale with Growth:
As organizations grow, AP processes become more complex. Higher invoice volumes, additional legal entities, expanding vendor networks, and evolving compliance requirements can quickly overwhelm manual processes. Mekorma helps finance teams scale without proportionally increasing administrative workload by automating repetitive tasks and standardizing workflows.
Partner-Centric Approach:
Mekorma has built strong relationships within the Microsoft partner ecosystem, working closely with implementation partners to help customers successfully modernize their AP processes. By complementing Business Central rather than replacing it, Mekorma fits naturally into many ERP implementation and optimization projects.
Continuous Innovation:
Mekorma continues to invest in product enhancements that reflect the changing needs of finance organizations. Recent innovations—including scheduled automation through Action Board, enhancements to Remote Payment Services, improved payment workflows, and expanded vendor validation capabilities—demonstrate a commitment to helping customers automate more work while reducing manual effort and fraud risk.
Customer Support and Industry Expertise:
Technology is only part of the customer experience. Mekorma is also recognized for its knowledgeable support team and deep expertise in Accounts Payable. Customers and partners work with professionals who understand both Business Central and finance operations, helping organizations successfully implement, optimize, and expand their AP automation over time.
In Summary:
Mekorma's leadership comes from the combination of decades of Microsoft ERP experience, deep specialization in Accounts Payable, an embedded Business Central experience, strong security and compliance capabilities, and a commitment to helping finance teams automate complex payment processes without adding unnecessary complexity. Rather than asking organizations to adapt to another platform, Mekorma extends the ERP they already trust, making AP automation easier to adopt, easier to manage, and better aligned with the way finance teams work every day.
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Mekorma stands out by delivering Accounts Payable automation that feels like a natural extension of Microsoft Dynamics 365 Business Central rather than a separate platform. While many AP solutions require users to move between multiple applications or rely on complex integrations, Mekorma is designed to keep finance teams working inside the ERP they already know.
Key differentiators include:
Embedded in Microsoft Dynamics 365 Business Central – Mekorma is built to work within Business Central, using the same interface, navigation, permissions, and workflows. This reduces context switching, simplifies administration, and improves user adoption.
Purpose-built for Microsoft ERP customers – With more than 30 years of experience supporting Microsoft ERP users, Mekorma understands the needs of finance teams working in Business Central, Acumatica, and legacy Dynamics GP environments.
Comprehensive AP and payment automation – Mekorma goes beyond invoice approvals by helping organizations automate payment processing, approvals, vendor validation, fraud prevention, remote payment services, and compliance within a single solution.
Strong focus on security and fraud prevention – Vendor Validation, payment controls, approval workflows, audit trails, OFAC screening, TIN matching, and other compliance capabilities help organizations reduce payment fraud and strengthen financial governance before payments are issued.
Lower change management burden – Because users continue working within Business Central, organizations typically experience a smoother implementation, less training, and faster adoption than with standalone AP platforms.
Reduced integration complexity – Embedded functionality minimizes the need for multiple integrations, duplicate data, synchronization issues, and ongoing IT maintenance associated with disconnected AP systems.
Designed to scale – Mekorma supports organizations as invoice volumes, payment complexity, vendor counts, and compliance requirements grow, allowing finance teams to automate more work without proportionally increasing headcount.
Flexible payment capabilities – Organizations can securely manage ACH, checks, virtual cards, outsourced payment services, and other payment methods while maintaining Business Central as the system of record.
Deep expertise in Accounts Payable – Rather than offering AP as one feature within a larger software portfolio, Mekorma focuses specifically on helping finance teams improve payment processes, internal controls, and operational efficiency.
Partner-centric approach – Mekorma works closely with Microsoft partners to support successful implementations and long-term customer success, making it a natural fit for Business Central projects.
Reputation for customer support – Customers consistently recognize Mekorma for responsive, knowledgeable support from teams that understand both Accounts Payable operations and Microsoft Business Central.
Why organizations choose Mekorma:
Organizations that choose Mekorma are often looking for a solution that modernizes Accounts Payable without adding unnecessary complexity. Instead of asking finance teams to learn another system or manage disconnected workflows, Mekorma extends the ERP they already use, making automation easier to adopt, easier to manage, and easier to scale.
For organizations committed to Microsoft Dynamics 365 Business Central, Mekorma's combination of embedded functionality, AP expertise, payment automation, security, compliance, and customer support makes it a compelling choice in the AP automation market.
In the near future, customers can expect enhancements that continue to streamline day-to-day AP operations, including:
More automation for repetitive Accounts Payable tasks.
Continued enhancements to Action Board, allowing organizations to schedule and automate more AP processes.
Improvements to Payment Hub that simplify payment processing and support more complex payment scenarios.
Expanded Vendor Validation capabilities to strengthen fraud prevention and compliance.
Better support for multi-company and multi-entity organizations.
Additional payment workflow enhancements to reduce manual intervention.
Ongoing usability improvements that make the solution easier for finance teams to learn and use.
Continued alignment with new Microsoft Dynamics 365 Business Central releases and capabilities.
Longer-Term Vision:
Looking further ahead, Mekorma's roadmap focuses on helping organizations build increasingly touchless Accounts Payable processes while remaining embedded within Business Central.
Longer-term areas of investment include:
Greater end-to-end AP automation.
Smarter workflow orchestration that automates more routine decision-making.
Continued investment in payment security, fraud prevention, and compliance.
Expanded payment capabilities and payment flexibility.
Deeper optimization of Business Central workflows.
Continued modernization of the user experience to keep AP intuitive and efficient.
New capabilities that help organizations scale as invoice volumes, payment complexity, and compliance requirements grow.
Ongoing innovation that complements Microsoft's own Business Central roadmap, ensuring customers benefit from both ERP advancements and specialized AP functionality.
Overall, Mekorma's product direction is centred on making Accounts Payable more automated, touchless, secure, and embedded. Rather than adding complexity, the company continues to invest in features that reduce manual work, strengthen controls, improve payment efficiency, and help finance teams get more value from Microsoft Dynamics 365 Business Central.
We partner with Continia.
Mekorma offers three subscription tiers for Business Central, allowing organizations to choose the level of AP automation that best fits their needs and complexity.
Payment Hub Starter ($125/month) – Designed for organizations that need core payment processing capabilities. Includes enhanced check printing and the essential tools to securely process vendor payments within Business Central. Ideal for organizations beginning their AP automation journey.
Payment Hub Core ($250/month) – Builds on Starter by adding more advanced AP automation features, including Action Board, Vendor Validation, payment approvals, and enhanced workflow capabilities. Best for organizations looking to automate payment processes, strengthen controls, and reduce manual work.
Shared Services – Multi-Entity ($375/month) – Includes all Core capabilities plus tools for organizations managing multiple companies or legal entities. Enables centralized payment processing, standardized workflows, and greater visibility across entities while reducing repetitive work.
Optional Add-On:
Remote Payment Services (RPS) ($125/month) – Available with any tier, RPS allows organizations to outsource check, ACH, and virtual card payments, reducing manual payment processing while helping improve efficiency, security, and cash-back opportunities through eligible payment methods.
Yes, a free trial is available. Download on Microsoft Marketplace to get started: https://marketplace.microsoft.com/en-us/product/pubid.mekormaenterprisesinc1616092945292%7Caid.mek-msdyn365bc-offer-004%7Cpappid.d62f13f2-ea8d-4865-9b90-8016feaa7aea?tab=overview
Mekorma offers training and onboarding designed to help finance teams adopt the software quickly and confidently. Because the solution is embedded within Microsoft Dynamics 365 Business Central, training focuses on learning new AP workflows rather than learning an entirely new application.
Customers can expect:
Guided implementation and onboarding with a dedicated implementation specialist and Customer Success team to help plan, configure, test, and deploy the solution.
Role-based user training during implementation, ensuring AP users, approvers, administrators, and other stakeholders understand how to use the new tools and workflows before go-live.
Acceptance testing and production support, including guidance through a live payment run before the project is considered complete.
Comprehensive documentation, including configuration details, screenshots, and system settings, so teams have a reference after implementation.
Knowledge base and user guides that provide self-service documentation and product-specific instructions for ongoing learning.
Technical support from Mekorma's Customer Success team, included with active enhancement plans, to assist with product questions and troubleshooting.
On-demand webinars, product demos, and videos that help customers stay up to date with new features and best practices.
For Microsoft partners, Mekorma also provides:
Implementation certification and consultant training to help partners successfully deploy Mekorma solutions.
Sales enablement training focused on positioning and demonstrating Mekorma products.
Regular partner webinars covering product updates, roadmap enhancements, and implementation best practices.
Overall, Mekorma's training approach combines guided implementation, hands-on instruction, self-service resources, and ongoing customer support to help organizations maximize the value of their AP automation investment.
Mekorma follows a structured, guided implementation process designed to help organizations deploy AP automation with minimal disruption while ensuring users are confident before go-live. The implementation is led by Mekorma's Customer Success and Implementation teams and combines technical setup, configuration, training, testing, and post-launch support.
The implementation journey typically includes four stages:
1. Project Kickoff
Once the project is approved, Mekorma schedules a kickoff meeting with the customer and, if applicable, their Microsoft partner. During this session, the implementation team:
Introduces the project team and key contacts.
Reviews project goals, scope, and timelines.
Confirms technical requirements and Business Central environment details.
Identifies stakeholders such as IT, system administrators, AP users, and approvers.
Establishes a project schedule and outlines any customer preparation tasks, such as setting up a test environment or providing required access.
2. Configuration and Implementation
Mekorma's implementation specialists configure the solution based on the organization's business processes and payment requirements. Throughout this phase, they work closely with the customer to:
Configure AP automation and payment workflows.
Set up approvals, payment methods, vendor validation, and other licensed features.
Test the configuration in a non-production environment.
Troubleshoot issues and optimize workflows.
Train users during the implementation so they become familiar with the new processes as the solution is being built.
3. Final Training and Acceptance Testing
Before going live, Mekorma conducts final user training and acceptance testing to ensure the solution meets business requirements. This stage includes:
Reviewing completed workflows.
Validating that all functionality performs as expected.
Guiding the customer through a live payment run in the production environment.
Answering final questions and ensuring users are comfortable with day-to-day operation.
4. Go-Live and Ongoing Success
Following successful testing, the project is formally completed with a closing review. Customers receive:
Documentation of their configuration, including settings and screenshots.
Guidance on technical support resources and ongoing assistance.
Continued access to Mekorma's Customer Success and Technical Support teams for future questions or enhancements.
Training Throughout the Process
Training is integrated into the implementation rather than delivered only at the end. Mekorma provides hands-on instruction, documentation, and workflow guidance throughout the project, helping finance teams build confidence before production use.
Typical Timeline:
Most projects begin with a kickoff shortly after purchase, with technical implementation starting soon afterward. The overall timeline depends on the scope of the project, the solutions being implemented, customer availability, testing requirements, and any third-party dependencies, such as bank approvals for payment formats.
Mekorma provides a comprehensive support experience that extends beyond traditional technical assistance. Customers have access to implementation services, ongoing technical support, self-service resources, and a dedicated Customer Success team to help them get the most value from their AP automation investment.
Support options include:
Technical Support – Customers with an active subscription or yearly maintenance plan receive unlimited technical support for troubleshooting, product questions, and issue resolution. Support cases can be opened through the online customer portal or by contacting the support team directly.
Customer Success Team – Mekorma's Customer Success specialists work with customers throughout onboarding and beyond, helping with implementation, adoption, optimization, and ongoing success.
Implementation Services – Professional implementation services help customers configure, deploy, test, and launch Mekorma solutions. The implementation team works alongside the customer's Microsoft partner and internal IT team to ensure a smooth rollout.
Customization Services – Organizations with unique business requirements can engage Mekorma for customization services to extend or tailor the software beyond its standard functionality.
Partner & Customer Portal – A secure self-service portal provides 24/7 access to support resources, including the ability to open and manage support cases, download products, retrieve registration keys, renew subscriptions, place orders, and view order history.
Knowledge Base – Customers can search a library of troubleshooting articles and answers to common product questions before contacting support.
User Guides and Documentation – Comprehensive, version-specific documentation helps users install, configure, upgrade, and use Mekorma products across Business Central, Dynamics GP, and Acumatica.
Product Downloads – Customers can access the latest software versions, updates, and installation files through the support portal.
Educational Resources – Mekorma offers how-to videos, webinars, blog articles, and product resources that help customers learn new features, improve AP processes, and stay informed about product updates.
Overall, Mekorma combines responsive technical support with proactive customer success, implementation expertise, and extensive self-service resources to help organizations successfully deploy, maintain, and optimize their Accounts Payable automation solutions.
Mekorma's core products are not currently AI-first products. Instead, the company focuses on automating Accounts Payable workflows through embedded business logic, scheduling, approvals, payment automation, vendor validation, and compliance inside Microsoft Dynamics 365 Business Central.
Where AI comes into the picture is through the broader Business Central ecosystem:
Mekorma integrates well with AI-enabled solutions, such as Continia's AI-powered invoice capture and OCR capabilities, allowing customers to create an end-to-end AP workflow from AI-assisted invoice processing through payment execution—all within Business Central.
Mekorma's roadmap emphasizes increasing automation and reducing manual intervention, though it currently describes this in terms of workflow automation and AP optimization rather than announcing proprietary AI features.
Customers can also benefit from Microsoft's Copilot and AI capabilities in Business Central alongside Mekorma, with each solution complementing the other. Microsoft provides AI for tasks such as invoice processing, summarization, and assistants, while Mekorma focuses on secure payment automation, compliance, and payment execution.
In short, Mekorma's value today comes from intelligent automation rather than proprietary AI. Its strategy is to complement Microsoft's AI capabilities and partner technologies while continuing to automate and simplify the payment side of the AP process.
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