Category: Finance & Performance Management

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Learn More About Copilots Today, AI Agents Tomorrow — Autonomous AI is a Journey

The term autonomous finance is appearing in analyst notes and board agendas — and it’s starting to take on concrete meaning. Gartner describes an autonomous finance function as one where processes are largely operated by self-learning software agents that deliver real-time, predictive insight and compliance — an ambitious destination, but not science fiction anymore. Deloitte’s…
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Learn More About From Dashboards to Decisions: How to Turn Your Microsoft Stack into a Finance Insight Engine

Dashboards and AI raise expectations in finance — faster closes, cleaner variance reviews, steadier forecasts, tighter cash. The hurdle is the data behind them. It lives across ERP, AP, payroll, CRM, banking portals, spreadsheets, and more. When definitions shift, calendars don’t match, or currency rules vary by team, AI loses its edge and dashboards spark…
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Learn More About Security-first Finance: How Azure, Dynamics 365 and Fabric Protect Data and Simplify Compliance

For finance teams, speed is the mandate and trust is the currency. You’re closing sooner, forecasting more often, and sharing insight with a broader audience — all while guarding the most sensitive data in the company. The best path forward is a security-first finance model where access, lineage, and monitoring move with every dataset, report, and workflow.…
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Learn More About Cannabis Inventory Costing Methods: What Successful Operators Need to Know

Inventory costing is always important in manufacturing and retail. In cannabis, though, it’s mission critical. Costing touches compliance, profitability, and audit readiness — three areas where the stakes are higher than in most industries. Here we explore the inventory costing methods most relevant to cannabis operators, how 280E shapes what counts as cost of goods…
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Learn More About AI in Finance: Automating Reporting, Reconciliation, and Forecasting with Microsoft Copilot

How Microsoft and Velosio are helping finance teams reimagine the future of work. Finance teams are under unprecedented pressure to close the books faster, deliver real-time insights, and guide strategic decisions in an unpredictable economy. During our recent AI in Finance webinar, panelists from Velosio and Microsoft discussed how artificial intelligence (AI) and autonomous agents…
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Learn More About How Dynamics 365 Business Central Transforms Finance with Real-Time Insights and Accuracy

Finance leaders are under increasing pressure to deliver accurate reports, manage financial risk, and provide financial insights faster. But manual reconciliations, outdated systems, and disconnected data slow progress and leave little time for strategy. Many teams still rely on spreadsheets or legacy tools that limit flexibility and scalability, making it difficult to see the full…
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Learn More About Scaling AI in Finance: Practical Guidance for CFOs

CFOs today are leveraging AI to drive smarter decisions, streamline operations, and shape enterprise strategy. As digital transformation accelerates, finance leaders are no longer just managing the numbers, they’re shaping the strategic direction of their organizations. AI is no longer experimental; it’s embedded in core finance processes and has become a key differentiator for CFOs…
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Learn More About AI for Finance Leaders: Unlocking Efficiency with Microsoft Copilot in Business Central

What if finance teams could spend less time reconciling spreadsheets and more time driving strategy? That’s not a hypothetical. It’s happening now. In our recent webinar, The Future of Finance: How AI Enhances Efficiency & Drives Growth, experts from Velosio and Microsoft unpacked how artificial intelligence — specifically Microsoft Copilot for Finance — is reshaping…