NetSuite + Dynamics 365, streamlined by Spendflo

Trusted by amazing companies worldwide

FEATURED ON

See it in ActionHow it Works  ->
3x
Faster procure-to-pay cycles
80%
Fewer manual touches per request
500+
Finance teams on Spendflo
NetSuite Dynamics 365 Integration
Trusted by industry leading companies
Josh Rappoport, 

VP Finance.
“With Spendflo, we finally have unified visibility. We can look in one portal and see all our spend, upcoming renewals, and how we’re actually using the licenses we’re paying for.”
Dan Kim
Chief Financial Officer
“The Spendflo platform has been extremely useful to us. It's a repository of all our contract information, improves communication across teams, and consolidates everything in one place. It has truly optimized how we manage procurement.”
Scott Stibich, 

Senior Accountant.
“Spendflo AI triages intake and guides them through the right workflows. Centralize contracts, approvals, vendor data, and docs in one place. AI tracks usage, sentiment, and timelines automatically.”
How it works
One request. Three systems. Zero manual work.
Spendflo sits between your tools and orchestrates the entire procurement journey — so nothing falls through the cracks.
1
Request Submitted
One Dynamics 365 record. One procurement workflow. Zero manual entry. Spendflo connects Dynamics 365 and NetSuite so CRM and operational data flows through structured approvals and lands in NetSuite as POs automatically.
Via Dynamics 365 or Spendflo
2
Define your workflow
Spendflo categorizes the request, assigns the right NetSuite GL account, scores vendor risk, and routes to the correct approver automatically.
Spendflo does the work
3
One-Click Approval
Approvers see a fully pre-filled context card — vendor, value, risk score, GL account. One click approves. No digging through email threads.
Spendflo approval flow
4
PO Created in NetSuite
On approval, Spendflo auto-creates the PO in NetSuite with correct vendor master, GL coding, and payment terms. Zero manual entry.
Auto-synced to NetSuite
What Spendflo does
The procurement layer NetSuite and Dynamics 365 were missing
Dynamics 365 manages your customer relationships, sales operations, and business workflows. NetSuite manages your financials. Spendflo manages everything in between - intake, approvals, vendor data, and contracts.
AI-Powered Intake
Teams submit vendor requests in plain language. Spendflo categorizes the request, assigns the right GL account, and routes it to the correct approver - pulled from Dynamics 365 context automatically.
Spendflo replaces manual intake
Auto-Route with Dynamics 365 Data Context
Spendflo pulls opportunity data, account details, and contact information from Dynamics 365 to pre-fill procurement requests - no copy-paste between CRM and finance teams.
Dynamics 365 data, zero copy-paste
PO Auto-Creation in NetSuite
Once approved, Spendflo creates the PO in NetSuite with the correct GL code, vendor master, and payment terms - synced from Dynamics 365 data automatically.
NetSuite PO, auto-generated
Unified Vendor Master
Vendor and account records from Dynamics 365 are automatically mirrored in NetSuite via Spendflo. One source of truth - no duplicates, no mismatches at reconciliation time.
Spendflo keeps them in sync
Contract Lifecycle Tracking
Spendflo centralizes every vendor contract and flags renewals 60 days in advance - linked directly to Dynamics 365 account records and NetSuite AP entries.
Spendflo contract management
Real-Time Spend Intelligence
See spend across Dynamics 365-linked vendors and NetSuite records in one live dashboard. Track budget vs. actual, flag overspend, and spot savings opportunities.
Spendflo spend dashboards
Before vs After
What changes when you add Spendflo
Most teams using Dynamics 365 and NetSuite manage procurement through email and spreadsheets. Spendflo eliminates that entirely.
Vendor requests triggered by Dynamics 365 deals sent via email or Slack
Approval chains tracked manually with no structured workflow
Dynamics 365 data manually re-entered into NetSuite PO fields
Vendor records duplicated or inconsistent across Dynamics 365 and NetSuite
Contract renewals missed because no system tracks them centrally
Requests submitted in plain language - AI categorizes and routes instantly
Structured approval workflows with full context from Dynamics 365 data
Dynamics 365 data auto-populates NetSuite PO on approval
One vendor master synced in real time across Dynamics 365 and NetSuite
Renewal alerts sent 60 days before expiry automatically
Testimonials
We were using Dynamics 365 for CRM and NetSuite for finance but there was no connection between a deal closing and the procurement that followed. Spendflo built that bridge. Now vendor requests flow from Dynamics 365 into structured approvals and land in NetSuite as POs automatically. - VP Operations, Enterprise SaaS Company
Head of Procurement
Series B SaaS Company, 400 employees
Common questions about
Spendflo + NetSuite + Salesforce

Does Spendflo replace Dynamics 365 or NetSuite?

No. Spendflo works as the procurement orchestration layer between Dynamics 365 and NetSuite. Dynamics 365 stays your CRM and operations platform. NetSuite stays your ERP. Spendflo automates what happens between them.

What Dynamics 365 data does Spendflo pull into procurement workflows?

Spendflo pulls opportunity data, account details, contact information, and associated metadata from Dynamics 365 to pre-fill procurement requests - giving approvers full context without any manual data entry.

How does Spendflo create POs in NetSuite from Dynamics 365 data?

When a procurement request is approved in Spendflo, it automatically triggers PO creation in NetSuite - pulling context from Dynamics 365 and mapping it to the right GL accounts and vendor master records.

How quickly can we go live with the Dynamics 365-NetSuite integration?

Most customers are live within 1-2 weeks. Spendflo's implementation team handles connector setup, field mapping, and workflow configuration for both Dynamics 365 and NetSuite.

Is the Spendflo Dynamics 365-NetSuite integration secure?

Yes. Spendflo is SOC 2 Type II certified and GDPR compliant. All data exchanged between Dynamics 365 and NetSuite through Spendflo is encrypted in transit and at rest.