Business Software for Microsoft Dynamics 365 Finance

AXIO Advanced Projects, offered by Velosio, is an integrated solution for Dynamics 365 Finance that revolutionizes your project ERP into a comprehensive quote-to-cash engine. This upgraded system is accessible through a monthly subscription model from Velosio, designed to streamline planning processes, cut down on service expenses, and maintain the value of your investment throughout its lifecycle. Organizations implementing AXIO Advanced Projects begin their Dynamics 365 experience with a fully operational financial and project accounting framework from the outset, allowing them to focus design efforts solely on the distinctive aspects of their business. The solution promotes adherence to industry best practices and workflows that have been validated by numerous companies, resulting in enhanced employee engagement, quicker onboarding processes, and a significant reduction in total ownership costs by at least 30%. Project-centric organizations have specific requirements that necessitate compliance with regulations, effective project accounting, and proper alignment with project management and execution strategies. Ultimately, AXIO Advanced Projects empowers businesses to harness the full potential of Dynamics 365, ensuring that they are well-equipped to meet the challenges of their unique project environments.

MetaViewer serves as a crucial tool for organizations aiming to eradicate manual data entry, reduce expenditures, and transition to a fully paperless environment through a scalable automation solution that can be implemented across the entire organization. This advanced document management and accounts payable automation system is designed to fulfill the demands of contemporary businesses. By seamlessly integrating with ERP platforms such as Microsoft Dynamics, MetaViewer empowers users to carry out daily operations with enhanced efficiency and precision while accommodating your specific business rules and workflows. The solution provides improved oversight of your financial operations, facilitating better management of spending through insightful automation. Additionally, executives gain a comprehensive and in-depth perspective of financial workflows, ranging from invoice processing to payment execution, which fosters more informed, data-driven decision-making. As businesses continue to evolve, MetaViewer stands out as a vital investment for those looking to optimize their financial processes and drive operational excellence.

Swift Finance offers a tailored solution for accountants and financial analysts in the finance departments of medium-sized enterprises. Our platform enhances the efficiency of essential financial operations, including month-end and year-end closures, as well as planning and forecasting tasks. Powered by the innovative infrastructure of Virtual Cube Solutions, we have supported finance teams in mid-sized and large organizations for over two decades, streamlining their financial processes. Users can work seamlessly within a conventional Excel sheet rather than utilizing pivot tables, enabling the drag-and-drop of data elements with ease. With just a single click, you can position your numbers exactly where you need them. Formatting, adding Excel formulas, and hiding rows or columns are all simple tasks. In addition, standard Excel worksheets facilitate data entry and validation, allowing for the creation and management of various budget scenarios directly within the Microsoft Excel environment. This flexibility also empowers users to quickly generate multiple iterations of their budgets, enhancing their financial planning capabilities. Overall, Swift Finance simplifies complex financial operations in a user-friendly manner.

OneGovERP is a cloud-native ERP solution tailored specifically for the public sector's unique requirements. It seamlessly integrates financial management and human capital management (HCM) through a collaboration between Microsoft D365 Finance and UKG’s leading HCM, providing a complete ERP experience that is both easy to deploy and maintain. Rock Solid employs a distinctive process-oriented methodology that emphasizes the core functions of government operations. With over two decades of experience serving government entities, we are well-equipped to ensure that ERP projects are completed promptly and within budget, utilizing efficient and low-risk implementation strategies that align with government operational protocols. Our approach to implementation guarantees that your business processes are in harmony with the integrated solution. By minimizing risk, we foster a collaborative environment to develop a tailored roadmap that aligns your organizational aspirations with the ERP deployment strategy. This partnership not only enhances project success but also supports long-term operational efficiency.

Effective, secure, and dependable oversight of vendors, contracts, and procurement is essential for promoting responsible expenditure, achieving cost efficiencies, and ensuring compliance. For any governmental body or public sector agency, the stewardship of financial resources is critical. It is vital to allocate funds wisely, meticulously track expenditures, maintain adherence to budgets, cultivate vendor relationships, manage contracts effectively, and uphold transparency to both regulatory bodies and the communities served. Navigating significant aspects such as vendor management, procurement processes, financial workflows, and security throughout an organization necessitates a specialized technological solution crafted by professionals who grasp the unique demands of the public sector. Public sector organizations frequently grapple with constrained budgets and stringent rules governing vendor selection and contract award processes. DynamicsAdvantage for Public Sector eliminates uncertainty in requisition and contract management, streamlining these processes for increased efficiency. By leveraging such tailored solutions, agencies can not only enhance their operational efficacy but also foster better accountability within their financial practices.

Salesforce Data 360 is a real-time enterprise data engine designed to transform disconnected data into actionable intelligence. It unifies customer and operational data from multiple systems into a comprehensive business view. Using Zero-Copy architecture, organizations can activate live data directly from their existing warehouses without duplication. The platform supports both structured and unstructured data, including text, images, and streaming events. Identity resolution and data harmonization tools create consistent, reliable customer profiles. Governance features enforce privacy policies and compliance rules automatically. Data 360 enables dynamic audience segmentation and predictive modeling for smarter decision-making. Teams can trigger automated workflows based on real-time data changes. Insights can be shared securely with marketing platforms, analytics tools, and data warehouses. Data 360 empowers enterprises to activate trusted data across every channel and department.

Refold.ai is a full-stack AI integration platform that solves enterprise integration challenges by automating workflow creation, data mapping, and testing across hybrid environments. It enables software teams to build complex multi-step workflows and manage legacy systems such as SAP, Oracle Fusion, and Workday Finance with ease. Its unique memory graph technology anticipates API version conflicts and endpoint failures while offering real-time adaptation and self-healing workflows. Refold’s marketplace supports instant integration with 100+ enterprise applications, complemented by seamless authentication, audit trails, and observability features. The platform can be deployed on cloud, self-hosted, or within customer environments, supporting major cloud providers and air-gapped networks. Refold accelerates integration delivery, helping teams reduce delays, improve scalability, and win enterprise deals faster. Use cases include solution engineering to build demos, professional services to speed delivery, product teams to embed integrations, and AI teams powering internal agents. With certifications like SOC 2, ISO 27001, GDPR, and HIPAA compliance, Refold ensures enterprise-grade security.

Unifonic is an innovative platform driven by artificial intelligence, designed to foster personalized engagement with customers across multiple channels. It supports a variety of communication methods, such as SMS, WhatsApp, Messenger, push notifications, and voice calls, enabling businesses to interact with their clients via their preferred communication avenues. With over 100 native integrations with popular tools like Salesforce, HubSpot, and Shopify, it streamlines workflow automation effectively. Additionally, Unifonic's Flow Studio features ready-made templates for common scenarios, including abandoned cart notifications, one-time passwords, and chatbot integration, making it easier to set up automated processes. This platform not only boosts marketing initiatives but also enhances IT and operational efficiency through low-code development capabilities, while providing round-the-clock AI-driven customer support. Unifonic serves a global market, boasting an impressive 95% coverage, having dispatched over 25 billion messages, and catering to a client base of more than 5,000 businesses, showcasing its extensive impact in the industry. Furthermore, its commitment to innovation ensures that businesses can adapt to the evolving demands of customer engagement.

Lumi AI serves as a comprehensive analytics platform designed for enterprises, allowing users to delve into data and derive personalized insights through natural language inquiries, which removes the necessity for knowledge in SQL or Python. This platform provides a range of features, including self-service analytics, conversational analytics, customizable visual representations, knowledge management, smooth integrations, and strong security measures. It caters to various teams such as data analysis, supply chain management, procurement, sales, merchandising, and financial planning by delivering actionable insights that align with specific business terminology and metrics. Lumi AI's intelligent workflows can manage both straightforward and intricate queries, revealing underlying causes and enabling sophisticated analyses while effectively interpreting language tailored to business contexts. Additionally, Lumi AI seamlessly connects with multiple data sources and upholds enterprise-level security by processing data within the client's infrastructure and implementing advanced user permissions and query management, thereby fostering a secure and efficient analytics environment. This multifaceted approach ensures that organizations can harness their data to drive informed decision-making and strategic growth.

TheTestMart offers an AI-enhanced automated testing solution for Dynamics 365, as recommended by Microsoft, that streamlines every aspect of ERP validation. Featuring a Smart Recorder and AI capabilities, it allows for the seamless generation of robust test scripts while effortlessly converting existing RSAT tests, and its maintenance engine ensures scripts are updated to stay in sync with new Dynamics 365 releases. The TestMart team takes full responsibility for executing tests, allowing users to simply schedule their runs, which significantly reduces testing time by up to 90%. After each run, comprehensive reporting and remediation support are provided, identifying failures across various Dynamics modules, ISV solutions, integrations, and customizations, enabling teams to quickly resolve issues and rerun only the impacted scripts. Additionally, prebuilt libraries encompass Dynamics 365 Finance, Supply Chain Management, Commerce, and Sales, delivering immediate coverage for a multitude of test cases, thus enhancing overall testing efficiency and effectiveness. This comprehensive approach not only saves time but also ensures greater accuracy and reliability in ERP validation processes.

B2wise is a cloud-centric platform for supply chain planning and execution, founded on the principles of Demand Driven Material Requirements Planning (DDMRP). By moving away from traditional MRP systems that heavily rely on forecasts, it adopts a pull-based methodology that leverages actual demand, strategic inventory buffers, and adaptive scheduling to ensure a seamless flow of materials and cash. The essential modules of the platform collaborate effectively to mitigate supply chain volatility, manage demand variations, and deliver visual, prioritized planning signals instead of convoluted and error-prone schedules. Additionally, b2wise incorporates AI-driven features, such as its innovative CommWise.AI module, which empowers businesses to create tailored S&OP dashboards, scenario planning boards, and real-time tactical hubs. This capability facilitates swift “what-if” analyses, automated notifications, buffer adjustments, and ongoing alignment between demand and supply, ultimately enhancing decision-making and operational efficiency. Moreover, these advancements ensure that companies can adapt to changing market dynamics more swiftly than ever before.

BI Book is a comprehensive business intelligence and reporting platform that operates on Microsoft Power BI, enabling organizations to aggregate data from various systems into a single, cohesive environment for efficient reporting, analysis, planning, budgeting, forecasting, and visualization through clear dashboards and real-time updates. It comes equipped with ready-made integrations and templates to connect to various data sources, allowing users to create, modify, share, and automate Power BI reports in just minutes, all without the need for intricate data warehouses or advanced technical expertise. This software not only centralizes and organizes business data for reliable analytics but also fosters automated workflows that significantly minimize manual tasks, while offering essential tools for in-depth analysis and scenario planning. Users enjoy the ability to securely distribute reports with role-based access, enhancing collaboration across different teams, and effectively breaking down data silos, all while benefiting from robust enterprise-grade security and compliance measures. Furthermore, BI Book's user-friendly interface ensures that individuals at any skill level can leverage its powerful features to drive informed decision-making.

XTendLink, a service offered by AMC Banking for data conversion, serves as a cloud-based link that interfaces nearly any ERP system with over 600 banks across the globe. This service enables businesses and organizations to utilize a wide array of bank file formats, ensuring seamless communication between their ERP systems and banks. XTendLink can be utilized as a fully integrated banking module for various ERP solutions, including Microsoft Dynamics 365 Finance and Operations or Business Central, or through a web service that is compatible with any ERP for enhanced cross-ERP functionality. Additionally, AMC Banking provides a robust cash management solution suitable for organizations of all sizes, covering everything from small and medium-sized businesses to large multinational corporations, government entities, and non-profits alike. By focusing on three essential cash management functions—outgoing payments, incoming payments, and bank account reconciliation—AMC Banking helps simplify and optimize financial processes for its users. This comprehensive approach to cash management not only improves efficiency but also enhances financial visibility for organizations, fostering better decision-making.

Centralize your Treasury processes with the most comprehensive and flexible platform that is built to handle any level of complexity. Datalog TMS automates the reconciliation of accounts, calculation of fees, and optimization of interest rates. You will be able to manage cash flows, forecasts, payments, in-house banking and sophisticated financial instruments. You're ready to modernize your Treasury but don't have a clue where to start? Choose a TMS Module that will help you where you need it the most. You can then add on, rolling out new modules gradually with minimal disruption, until you have an integrated TMS that meets all your treasury requirements. Connect seamlessly with any ERP, IT, or accounting system. Automatically exchange account data in any file format with any bank.

Dynamicweb provides a cloud-based eCommerce platform. Our Content Management, Digital Marketing, and Product Information Management solutions enable customers to deliver better digital customer experiences. Combining Content, PIM and Ecommerce. Deliver exceptional customer experiences across all devices, languages, and channels. Your B2B and B2C businesses can grow, optimize, and drive new revenue. Segment your customers and then personalize and automate marketing. Reduce complexity, re-use data, and take control over your product information. Optimize processes, expose business logic, and ensure consistency of data. Turnkey ecommerce solutions to Dynamics NAV, AX, and 365.

Jet Reports: A powerful financial and business reporting tool that can be used in Excel or on the internet. Excel makes it easy to create, analyze, and distribute reports in just minutes. Built for Microsoft Dynamics NAV and 365 Business Central. Drag-and-drop interface allows you to create custom reports from your ERP. No IT or consultants required. You can click on any number to instantly access all the underlying information so you always have the right answers. You can easily import real-time data directly from your ERP into your spreadsheets, without needing to download a new CSV each time. With just one click, export data from ERP into Excel. No more manual downloads, CSVs, or manual imports.