Microsoft Dynamics 365 Finance Integrations

Transform your PDF purchase orders into sales orders within your ERP system in an instant. This remarkably efficient and scalable automation solution, Lucy, seamlessly processes PDF orders that customers send via email. Operating continuously, emails are monitored, purchase orders are interpreted, and corresponding sales orders are generated in your ERP system, all within moments. Items can be prepared for shipping almost immediately, ensuring a smooth workflow with no errors, downtime, late orders, or extra costs. Whenever a client sends a system-generated purchase order to your inbox, you'll receive an immediate notification. I'll assist you in mapping any essential details from your purchase orders, and this process will only need to be set up once. Sit back and relax as I convert this purchase order, along with all subsequent orders, into an ERP sales order in mere seconds. Experience a reduction in your cost-to-serve and watch as orders move out swiftly. You can even utilize your own test orders to experience Lucy's functionality firsthand. There is no need for access to your data or systems during this process. For the initial 14 days, enjoy unlimited order lines without any charges during the trial period, allowing you to fully explore the capabilities of Lucy. It’s time to streamline your order processing like never before.

If you're looking to establish a governed delta lake, create a data warehouse, or transition from a conventional database to a contemporary cloud data solution, Lyftrondata has you covered. You can effortlessly create and oversee all your data workloads within a single platform, automating the construction of your pipeline and warehouse. Instantly analyze your data using ANSI SQL and business intelligence or machine learning tools, and easily share your findings without the need for custom coding. This functionality enhances the efficiency of your data teams and accelerates the realization of value. You can define, categorize, and locate all data sets in one centralized location, enabling seamless sharing with peers without the complexity of coding, thus fostering insightful data-driven decisions. This capability is particularly advantageous for organizations wishing to store their data once, share it with various experts, and leverage it repeatedly for both current and future needs. In addition, you can define datasets, execute SQL transformations, or migrate your existing SQL data processing workflows to any cloud data warehouse of your choice, ensuring flexibility and scalability in your data management strategy.

Safyr® significantly minimizes the time, expenses, and resources associated with discovering ERP metadata, achieving an impressive reduction of up to 90%. Before effectively utilizing metadata from prominent ERP and CRM solutions like SAP, Salesforce, Oracle, and Microsoft, users face three key obstacles that must be surmounted. Failing to address these challenges swiftly can lead to delays, increased costs, failures in delivery, and in severe situations, the cancellation of projects altogether. Once the necessary metadata is pinpointed for your initiative, it becomes crucial to leverage it for setting up additional environments, which may include data cataloging, governance platforms, enterprise metadata management, data warehouses, ETL processes, or data modeling tools. The primary goal of developing Safyr® was to empower users to significantly accelerate the value they derive from their projects, which incorporate data from major ERP and CRM systems, by providing efficient and cost-effective solutions to these challenges. By streamlining the metadata discovery process, Safyr® ensures that organizations can focus more on their core objectives rather than getting bogged down by technical issues.

MV2 is a robust and powerful Manufacturing Execution System (MES). It helps manufacturing firms get more out of their existing resources & process at a fraction the cost of adding automation or hiring workers. MV2 MES connects to PLC-level systems and to an existing Microsoft F&O ERP to provide real-time reporting and management of workers and machines across the entire production facility. A software platform that connects, monitors, and coordinates complex manufacturing systems, data flows and people on a shop floor. An MES's main purpose is to coordinate and oversee the execution of manufacturing operations and improve the factory's production output. MES allows shop floor workers to focus on what they do, and not what they read or type.

Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.

Capture vendor invoices using a variety of flexible methods such as email, check requests, mobile applications, or vendor portals. Leverage OCR technology and predefined application templates to automate data extraction, seamlessly integrating with your ERP solution. By utilizing your existing Office 365 subscription alongside SharePoint and Microsoft Power Automate, you can establish a comprehensive invoice automation system that reduces costs for your organization. Our solution features integration with Microsoft Power Automate workflows, SharePoint's security protocols, Power App check request functionalities, integrated OCR capabilities, and Microsoft Forms for vendor onboarding. All of this is achievable through a platform you're likely already utilizing. Our EasyAP365 application connects with your ERP system, ensuring that once an invoice is approved, the corresponding transaction is created instantly in real time, accommodating both purchase orders and non-PO invoices. This innovative product is built on the Microsoft Office 365 infrastructure, allowing for seamless operation and access across familiar tools. The adaptability of this solution means it can grow with your business needs.

EasyEXP365 Employee Expense Management streamlines the process of capturing, coding, reviewing, and approving employee expense reports, eliminating the need for expensive and complex alternatives. By leveraging Office 365 features such as SharePoint's document libraries, Power Automate workflows, and Power Apps for mobile entry, it delivers a user-friendly application that is significantly more affordable than competing options, all while maintaining essential functionality. This solution seamlessly integrates into your existing ecosystem, ensuring a cohesive user experience that maximizes the diverse capabilities of the Microsoft Power Platform. The subscription model is typically one you already possess, making it an even more accessible choice. Additionally, our EasyEXP365 app connects with your ERP system, facilitating real-time transaction creation as soon as an expense report receives approval through web services. It also allows for the assignment of credit card transactions to employees, enabling them to allocate expenses to the correct GL account while conveniently attaching receipts for documentation. Thus, EasyEXP365 not only enhances efficiency but also simplifies compliance and record-keeping for your organization.

We facilitate the effortless movement of data between various systems. Tailored for small and medium-sized enterprises that utilize specialized cloud solutions tailored to their operational needs, these systems require data to be continuously synchronized across platforms. Aonflow provides seamless data transfer capabilities between these systems, enabling business users to leverage their expertise and manage integration tasks independently, without the necessity of hiring specialized IT integration personnel or investing in expensive middleware solutions. Additionally, we offer a variety of pre-built integrations, including but not limited to Salesforce, Business Central, Dynamics 365 Finance and Operations, Dynamics 365 Customer Engagement, Hubspot, Quickbooks, EPIC, ADT, and EDI data, which further streamline the integration process for our users. This comprehensive approach not only saves time and resources but also enhances overall operational efficiency.

Demiton is a powerful Governance, Risk & Compliance (GRC) platform that helps organizations go beyond simple compliance by creating audit-ready control over their entire compliance lifecycle. It centralizes all critical documents—such as test certificates, safety procedures, and quality manuals—into one secure, controlled hub with robust version management and unbreakable audit trails. Utilizing AI-powered document ingestion, Demiton automatically transforms existing documents into searchable, linked assets, reducing manual effort. The platform offers digital forms and checklists that replace paper-based logs, capturing real-time data with timestamps for accuracy and compliance. Demiton integrates natively with Microsoft Dynamics 365, using live operational data to keep compliance documentation up to date across products, assets, and HR records. Quality managers can generate audit reports instantly, operations managers can monitor process compliance, and field technicians access the latest procedures on their devices. The platform also includes issue and corrective action management workflows to track and resolve non-conformances efficiently. Demiton serves as a unified, purpose-built toolkit for industrial teams aiming for proactive control and risk reduction.

Mercura provides an AI-enhanced configure-price-quote (CPQ) platform specifically tailored for the complexities of manufacturing, empowering businesses to enhance their sales processes by automating essential workflows. The platform features a powerful configuration engine, dynamic product modeling, intricate pricing calculations, and stunning 2D/3D visualizations, including augmented reality, which together create engaging and interactive experiences for customers. Additionally, it facilitates automated generation of quotes and documents, integrates smoothly with current CRM and ERP systems, and offers sophisticated analytics to track demand trends, usage of configurations, and regional preferences. By utilizing Mercura, manufacturers can significantly decrease quote-to-order inaccuracies, speed up sales cycles, boost conversion rates, elevate average selling prices, and drastically reduce product returns—potentially by as much as 80%—all while improving operational efficiency. Furthermore, its modular features, such as ESG insights and real-time sales analytics, enhance strategic decision-making, allowing companies to remain agile in a dynamic market environment. Ultimately, Mercura's platform not only streamlines the sales process but also positions manufacturers to better meet customer needs and adapt to changing market demands.

iTrent, a cloud-based platform that is fully integrated and highly customizable, can be used to meet all of your HR and payroll requirements. iTrent has been developed and refined over a period of time, based on customer feedback and MHR experience, and is a leader in the UK & Ireland. It allows you to automate your complex HR and Payroll operation and fully control it by providing a flexible platform which can evolve along with your changing HR and Payroll needs. iTrent is a complete HCM solution that manages: - HR - Payroll - Workforce and Talent Management - Learning - Recruitment - Analytics

Leading multichannel enterprises worldwide rely on VL OMNI to facilitate their eCommerce and ERP integrations, ensuring data flows effortlessly within their systems as they expand and enhance their operations. Through our comprehensive managed service, VL OMNI offers expert consultation tailored to growing brands, assisting them in aligning their applications with intricate business requirements. Effortlessly manage substantial data transfers with our adaptable and scalable integration solutions that evolve alongside your business rather than forcing you to adjust to them. Directly implement your business rules into data transformations, allowing our integration connectors to be customized to meet your unique specifications. Efficiently transfer data in a multipoint, bidirectional manner that resonates with your operational needs, while seamlessly aggregating and consolidating data across all sales channels. By leveraging real-time insights and business intelligence, you can ensure a consistently exceptional customer experience at every interaction point. This commitment to enhancing visibility and usability empowers businesses to thrive in a competitive landscape.

An all-encompassing solution for managing leases related to property, plant, and equipment, designed to provide the necessary adaptability for your distinctive business model, is seamlessly integrated into Dynamics 365 for Finance and Operations. The system features an easily adjustable property setup that can handle intricate business situations, fully transforming the management of an organization's lease portfolio into a digital format. This user-friendly solution addresses complex lease administration issues and empowers organizations to gain greater oversight over their record-to-report processes. With a versatile array of tools for managing charges, whether based on metering, percentages, square footage, or indexed rates, the solution simplifies the entire lease management workflow. Additionally, it allows organizations to efficiently bill and process payments for charges derived from either index adjustments or predetermined rate schedules, enhancing financial accuracy and operational efficiency. By integrating these functions, organizations can ensure they maintain effective lease administration while adapting to evolving business needs.

onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.

Greenshades is the cloud-based and compliance-driven payroll and HR software that thousands of businesses trust. The Greenshades payroll and HR platform is ERP-independent, flexible, and allows for easy setup and long-term in-house functionality. The Greenshades platform integrates seamlessly with Dynamics GP, Dynamics365 BC Business Central, and F&O Financial and Operations, as well as older platforms such as NAV, SL and AX. This ensures that you get a custom fit without the overhead and expense of outsourcing payroll providers. Greenshades makes payroll and HR easier than ever with robust employee self-service, proactive compliance, and comprehensive tax reporting. We are a payroll provider with NO float. This means that we don't require pre-funding payroll tax accounts. Greenshades' payroll platform includes top-rated support that covers all aspects of payroll. Our experts are available to assist you every step of the process.

Havenstar marina management software is suitable for all types of marinas. It can be used by small harbors as well as businesses that manage marinas in many different locations. It supports multicurrency transactions, and allows for secure information sharing between marinas. Havenstar can be linked with Microsoft Office or Microsoft Dynamics. This makes Havenstar's marina management software easy to use for staff so they can maintain good customer relations. Havenstar comes standard with a variety of tools that will help you and your staff to manage the resources, customers, finances, security, and security of your marina or boatyard in the most efficient way possible. Havenstar's marina management software can also be purchased with a variety of add-ons that will make managing your marina even easier.

Transform your data from obscurity to actionable insights through dynamic reports that encompass all your revenue sources. With a powerful system designed to handle intricate pricing and billing frameworks, the Subscription Billing Suite is an excellent tool for enhancing your business decision-making process. You will have total oversight of your billing per item and contract, while automated billing and evergreen renewals help safeguard against revenue loss. Uncover new revenue opportunities with adaptable pricing models tailored to meet your specific business requirements. Simplify your revenue recognition workflow by implementing intelligent deferral schedules, reducing your organization's dependence on labor-intensive and error-prone manual methods. Remove the intricacies from revenue recognition and elevate your accounting team's efficiency with thorough and precise management of deferrals, ensuring that your financial processes are both streamlined and reliable. Ultimately, embracing this comprehensive solution will empower your business to thrive in a competitive landscape.

AGR Dynamics is a Demand Forecasting, Planning, and Inventory Optimization software based on best practice processes to help businesses manage their supply chain – from the initial product and financial planning to forecasting, reporting, ordering, and allocation through an integrated and highly automated process. The software eliminates excess costs from supply chains by determining expected future demand and optimizing inventory levels to ensure maximum availability with minimum capital tied up in stock whilst improving Customer Service Levels.

Quickly access all pertinent content, no matter where it is stored. By integrating AXtension® Content Gate with your Microsoft Dynamics 365 environment, you can establish a unified source of truth for all organizational content. Designed for every team member, AXtension® Content Gate facilitates efficient management and sharing of content through a centralized platform. With just a single click, you can view all essential content associated with your Microsoft Dynamics 365 applications in one comprehensive overview. Streamline your business processes by implementing a standardized method for storing content swiftly and effectively. Select the storage solution that aligns best with your document needs. Effortlessly add content to AXtension® Content Gate by dragging and dropping files or automatically store them using the API through seamless integration with the Microsoft Power Platform. Ensure the security of your files by managing access to documents according to organizational roles, enhancing both collaboration and confidentiality. This approach not only simplifies content management but also empowers teams to work more efficiently together.

Collaborate effectively to tackle challenges with the Microsoft Power Platform, which allows you to analyze data, develop solutions, automate workflows, and create virtual agents. Stay updated on the latest announcements from Microsoft Ignite regarding the Power Platform and understand how these innovations facilitate the quicker and more cost-efficient development of applications. Learn how IT professionals are providing low-code tools that meet customer expectations while ensuring straightforward administration and strong security measures. The Microsoft Power Platform comprises various components that work synergistically; when integrated with Office 365, Dynamics 365, Azure, and numerous other applications, they enable the creation of comprehensive business solutions. Empower your team to make well-informed and confident decisions by ensuring that data-driven insights are accessible to everyone. By enabling individuals to construct custom applications that address specific business problems, organizations can transform concepts into actionable solutions. Additionally, enhance overall productivity by equipping everyone with the tools necessary to streamline and automate processes within the organization, ultimately leading to greater efficiency and effectiveness in achieving business objectives.

Oxalys is a Source to Pay solution that allows organizations to digitize all aspects of their procurement and spend management process, including purchasing, invoices, sourcing and contracts, supplier relations, procurement steering, and purchasing.

Enhance the efficiency of your agricultural operations by monitoring inventory, scheduling seasonal crops, and managing expenses and workforce using AgriERP. Whether you manage orchards, vegetable plots, livestock, sowing operations, poultry, or ranches, our premier Agri ERP solution helps you optimize your farming and field activities. Take advantage of this opportunity to boost productivity, reduce waste, and maintain complete oversight of your operations. AgriERP empowers you to evolve your farms and ranches into advanced smart farming systems. Our robust research and development team stands out in the Agri-Tech sector, having effectively deployed numerous ERP and agricultural software solutions tailored for both small-scale and large-scale farms. The success of AgriERP stems from its foundation on Microsoft Dynamics 365, which has been meticulously adapted to meet the distinct operational and managerial requirements of various agricultural enterprises. By choosing AgriERP, you invest in a future where your agricultural processes are more integrated and efficient than ever before.

HENRI serves as a contemporary solution for financial service providers, specifically designed to streamline operations within the leasing, factoring, and credit industries, ensuring it remains relevant with the latest technological advancements. Its capabilities in planning, analysis, reporting, and controlling allow for swift adaptation to changing market dynamics. This tailored industry solution is fully integrated with Microsoft Dynamics 365 Business Central, consolidating all essential processes related to leasing, factoring, credit, and purchase financing into a single platform. It strikes an optimal balance between standardized software and customized development, offering exceptional flexibility through configurators for products, processes, and documentation. Built on the globally recognized Microsoft Dynamics 365 Business Central ERP framework, HENRI is supported by a dedicated team of 60 professionals at NAVAX who specialize in financial services. The ongoing development of the HENRI product will adhere to a strategic roadmap, ensuring continuous improvement and adaptation to future needs. This commitment to innovation positions HENRI as a leader in financial service technology.

It extracts profound, actionable insights regarding consumer behaviors and preferences across various engagement channels, allowing businesses to: synchronize their sales, marketing, and operational strategies with customer expectations, provide a seamless customer experience derived from deep understanding, deliver timely and personalized products and services that are convenient and responsive, and enhance business operations by bridging the gap between insights and actions. Additionally, it employs machine learning for predicting customer churn and conducts segmentation analysis based on the recency, frequency, and monetary value of customer visits. This approach helps in aligning safety stock levels while reducing overstock risks, creating a customer-focused framework for sales, marketing, finance, and operations. Furthermore, it enables the design of targeted promotions and campaigns that resonate with the consumer base, ultimately fostering greater engagement and loyalty. By integrating these strategies, businesses can truly thrive in a competitive landscape.

Introducing an advanced virtual agent designed for automating both inbound and outbound voice and chat interactions with your desired audience. This all-in-one platform provides business process automation through voice and text, ensuring accessibility around the clock and across multiple languages. With this solution, you can effortlessly manage all conversation-driven business operations from initiation to completion. Scotty is offered as a managed service under a pay-per-use pricing model, eliminating the need for any initial investment. By leveraging your existing data, Scotty crafts relevant and contextual customer journeys while delivering real-time insights. No more long waits - Scotty efficiently manages inbound and outbound phone calls from beginning to end. It is capable of scaling from a single interaction to millions of calls, chats, and emails on the same platform. You won’t incur any license fees or monthly payments; you only pay for the contacts you utilize. Additionally, Scotty facilitates straightforward and effective integration, allowing for seamless connections between your current platforms and teams. This innovative solution is designed to enhance customer engagement and streamline operations for businesses of all sizes.

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.