DocLink

Most companies struggle with scattered documents, slow handoffs, and far too many manual steps. Approvals take too long, exceptions pile up, and teams waste hours trying to track down the information they need.

DocLink by Beyond Limits fixes that by centralizing every document, organizing the data inside them, and connecting everything back to Dynamics so your processes finally flow the way they should.

Not just an AP automation tool, DocLink is an intelligent document hub that can become your organizational information center, helping teams make faster, smarter decisions with complete context. It captures any document from any source, digitizes it, and stores a single authoritative version.

But what makes DocLink unique is its AI-driven capture and indexing. Instead of simply storing PDFs at a line-item level, DocLink reads each document and tags it with the business properties you use every day – vendor, PO, GL, item, dates, contract references, and more. These properties automatically link related documents together, giving you instant visibility into the full story behind every transaction.

This indexing is the real differentiator. Search by any field (invoice number, GL code, item, vendor, you name it) and DocLink instantly surfaces everything connected to it. No digging through folders, no guessing file names, no hunting across modules.

And with seamless integration into Microsoft Dynamics, DocLink transforms how organizations manage, understand, and move their documents. The result: smarter processes, faster cycles, fewer errors, and teams that finally have time to focus on the work that truly moves the business forward.

Key Benefits:

• AI-driven capture and indexing for unmatched searchability and visibility
• Touchless routing, matching, and reconciliation for AP and cross-department workflows
• A single source of truth – one document, one version, instantly accessible
• Lightning-fast search by any business property (vendor, GL, PO, item, contract, etc.)
• Fully embedded access from within Dynamics with one-click document retrieval
• Automation that reduces manual work without replacing people