SignUp Software

Name: SignUp Software
Brand: SignUp Software

SignUp Software is a provider of Microsoft Dynamics 365–native add-ons that automate accounts payable invoice capture, coding, approvals and posting workflows inside Dynamics 365 Finance & Operations and Business Central.

Est 1999|Valuation $213.3M|40 Ref Customers

LinkedIn 8K|Web traffic 8K|FTEs 185|HQ Solna, 01, SE

MarketsInvoice Data Capture & Processing Accounts Payable (AP) Automation

Published Oct 15, 2026

01Common complaints

- Organizations that are not Microsoft Dynamics 365–based - ExFlow is designed specifically for Dynamics 365 BC and F&O; heterogeneous ERP landscapes may be better served by multi-ERP AP automation platforms. - Organizations that require extensive independent review validation - Review volume on major platforms (G2) appears minimal for ExFlow AP, which limits the availability of third-party satisfaction and support benchmarks. - Organizations seeking advanced AI features out-of-the-box - Some competitors emphasize AI-first capabilities (capture, coding, fraud/risk scoring, assistant features). If these capabilities are a top priority, run pilots and comparative evaluations. - Organizations that require a single vendor to deliver global support with strict SLAs - ExFlow implementations are commonly partner-delivered; organizations requiring a single vendor accountable for global delivery and support may prefer vendors with direct global service models. - Limited public pricing transparency - Public site indicates "Get pricing" rather than straightforward tiers, which can slow initial evaluation. - Limited third-party review footprint - Low review density on major platforms makes it harder to validate reliability and support trends. - Third-party dependency for data capture - ExFlow Data Capture references third-party vendors (e.g., Kofax/Tungsten). This introduces additional contractual layers, separate service boundaries for uptime/support, and potential complexity in troubleshooting capture accuracy. - Roadmap and portfolio consolidation under Truvio - The Truvio rebrand indicates ongoing portfolio consolidation. Prospective buyers should ask about changes to product naming, packaging, licensing, and support escalation during 2026–2027 and whether identity and security models will be unified across products.

Deal disqualifiers: what makes a POOR fit

Multi-ERP environments where AP must be standardized across SAP/Oracle/NetSuite plus Dynamics
Need for an integrated payments platform, supplier onboarding, procurement, and spend analytics in a single suite
Requirement for publicly documented SOC 2 / ISO certifications if the vendor cannot provide them under NDA

Why some customers left for competitors (churn reasons)

Limited evidence in public review platforms due to low review volume.
Possible churn drivers (to validate via references):
- Need for multi‑ERP AP standardization (organizations seeking uniformity across multiple ERP systems)
- Interest in more advanced AI automation, fraud/risk scoring, or payments platform capabilities
- Preference for vendor‑direct support instead of partner‑mediated support

02Why they buy

- Dynamics-native architecture - A primary differentiation is that workflows and AP automation are embedded within Dynamics 365, preserving ERP data models and in-context user experiences. - Portfolio consolidation under Truvio - Vendor and press materials describe a unified suite strategy (SignUp + DynamicWeb + SKsoft + Axtension under Truvio) intended to address functionality gaps around Dynamics in finance, operations, and commerce. This is based on vendor statements; buyers should verify the extent of technical and operational integration (roadmap, shared identity/SSO, unified administration, and support).

Why customers chose this product over alternatives (inferred from sources)

Microsoft Dynamics–native embedding repeatedly appears in vendor messaging and comparative commentary: fewer integration components and closer real‑time ERP integration were cited as reasons to choose ExFlow.

03Field reports

Coverage reality check (important)

Major review platforms show limited or no review volume for ExFlow/ExFlow AP in the pages accessed. This limits how much can be generalized from third‑party review aggregators.
Gartner Peer Insights access is gated and specific SignUp/ExFlow reviews were not accessible during this research.

Direct quotes (vendor testimonials)

The vendor site includes customer testimonial language such as:
- "We can now streamline one of our processes in ExFlow in such a way that our credit accountant, who previously spent a significant amount of time each month on this task, now only sees the invoice when they approve the payment" (attributed on the vendor site to a company representative).
These are vendor‑curated testimonials and may not represent typical outcomes.

Direct quotes (community discussions — Reddit)

- Example discussion signals are mixed and limited in detail: - A user exploring BC AP automation asked if anyone had experience with ExFlow; one response stated: "ExFlow is decent but honestly feels a bit dated compared to what's out there now." - In an older Dynamics community thread comparing ExFlow and Medius, a commenter noted ExFlow’s advantage is being built within D365, while non‑native solutions may require additional work when D365 updates. - These comments are anecdotal and not validated; sample sizes are small.

Review platforms (G2 / TrustRadius / Capterra) — findings

- G2: the ExFlow AP page indicated there were not enough reviews in the captured view to provide robust buying insight. - TrustRadius: no clearly indexed SignUp/ExFlow product review page was captured in accessible results; the platform itself is accessible but specific product pages for ExFlow were not found in the returned results. - Net effect: prospective buyers should plan to run reference calls and request partner references because third‑party review density is low.

Common criticisms and complaints (from accessible sources)

Perception of a dated user interface or product modernity (anecdotal).
Questions about how ExFlow compares to broader suites that emphasize advanced AI‑driven automation.

Specific outcomes customers achieved (with metrics when available)

Vendor testimonial claims include an example of an individual saving a substantial amount of time each month on a specific task. Independent validation of such claims was not provided in the sources reviewed.

Case Studies

- Vendor case studies are available on the vendor website (not all were fetched in this run). - Example metric types found in testimonials: - A substantial recurring time savings for a specific role/process each month (vendor-presented). - Critical evaluation - These outcomes are vendor-published and likely reflect best-fit customers. - Methodology gaps: vendor materials do not define baselines, sample sizes, measurement periods, or counterfactuals. - Recommended diligence: - Request a small set of reference calls in the buyer's industry and matching the buyer's Dynamics deployment type (BC SaaS vs F&O). - Request a redacted sample of an implementation plan, go-live checklist, and support escalation paths.

04Best fit

Company sizes: specific employee counts and revenue ranges

Typical fit (inferred):
- Mid-market to enterprise Dynamics 365 organizations
- Organizations with mid-to-large employee bases (varies depending on invoice volume and shared services model)
- Finance/AP teams that process sufficiently high invoice volumes to justify automation ROI

Industries and verticals where adoption is strongest (with customer examples)

Strong alignment in industries with structured vendor invoice flows, auditability needs, and Microsoft-centric IT stacks.
Public customer logos and endorsements are shown on the vendor site (e.g., Alliance Pharmas, BC Invest, Peikko, Velosio, Unisport). Prospective buyers should verify which specific products or modules each customer uses.

Roles and personas: decision makers AND end users

Decision makers:
- CFO, Finance Director, AP Manager
- ERP/Dynamics Program Manager
- IT leadership responsible for Dynamics governance
End users:
- AP clerks, invoice coders
- Department approvers
- Controllers and finance operations analysts

Pain points and challenges the product addresses

Manual invoice entry and approval follow-up
Limited visibility into invoice status
Inconsistent coding and approval policy enforcement
Audit preparation and traceability gaps

Qualification criteria: what makes a GOOD fit

Dynamics 365 BC/F&O is strategic and stable (no planned ERP migration)
Preference to keep AP workflows close to ERP core processes
Availability of a partner ecosystem to implement and support the solution

05The pitch

What the product does (core value proposition in objective terms)

- SignUp Software (now transitioning to the Truvio brand) provides Microsoft Dynamics 365–native add-ons, with its noted products centered on accounts payable (AP) invoice automation and related financial/document workflow automation inside Dynamics 365 Finance & Operations (F&O) and Dynamics 365 Business Central (BC). The primary product family is ExFlow (e.g., ExFlow AP, ExFlow Data Capture), with additional portfolio products historically including Axtension. The vendor states its broader portfolio also includes DynamicWeb and SKsoft under the Truvio umbrella. - Primary objective: reduce manual invoice processing by embedding workflow, approvals, coding/matching, and integrations directly into the Dynamics ERP user experience and data model, rather than operating AP automation as a separate system. This is presented as an ERP-native approach that preserves the ERP data model and user context.

Target market and market positioning

Primary target: organizations standardized on Microsoft Dynamics 365 (BC and/or F&O) that require AP automation and document-centric workflows without adopting a cross-ERP AP suite.
Positioning: Dynamics-native automation intended to limit integration overhead and change management, commonly sold and implemented via the Dynamics partner channel.

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