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TruvioSense Whitepaper · Free Download
Your ERP knows the answer. Your team is still guessing.
Most Dynamics 365 environments hold years of vendor behavior, payment history, and transaction patterns. Almost none of it reaches the person approving the invoice. This whitepaper shows finance leaders how TruvioSense, the AI intelligence layer for Dynamics 365, closes that gap: every transaction validated, every decision auditable, no added headcount.
The most expensive line items in finance never show up on a report
Every month-end, the same pattern repeats:
Invoices get approved without full validation because volumes are too high to check every line
Errors and duplicates surface after payment, when recovery is slow and awkward
Manual work grows with complexity instead of shrinking with experience
Compliance risk stays invisible until an audit find it when it's too late
This is not an ERP failure. Dynamics 365 was built to record decisions, not to make them. The result is a gap between the data your organization already has and the decisions it can confidently make from it.
✳
70%
of ERP rollouts fail to meet their goals (Gartner)
✳
~5%
of annual revenue lost to fraud (ACFE)
✳
27+
years of Microsoft ERP experience behind TruvioSense
What's Inside the Whitepaper
What you'll take away
✓
A diagnosis you can put in front of your CFO.
Why static rules and sampling fail at scale, and what the ERP Intelligence Gap costs in risk, rework, and audit exposure.
✓
The fit-for-purpose intelligence model.
When deterministic rules beat machine learning, when ML beats agents, and why applying AI indiscriminately raises cost without raising value.
✓
Four solution blueprints, with honest status.
Invoice coding and approvals, capture at the point of entry, expense compliance, and production sequencing, each with before/after workflows.
✓
A low-risk adoption path.
Configurable confidence thresholds, human-in-the-loop controls, and a 2-month pilot structure that produces a measurable baseline.
Get the whitepaper
Close the ERP Intelligence Gap
Your Dynamics 365 environment already holds years of vendor behavior, coding patterns, and transaction history. This whitepaper shows how TruvioSense turns that data into validated, auditable decisions: what the ERP Intelligence Gap costs you today, which level of intelligence fits each task, and how to start without disrupting existing workflows.
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Written for CFOs, finance directors, and AP leaders in the Dynamics 365 ecosystem
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Evidence-based: Gartner, ACFE, and 27+ years of Microsoft ERP delivery
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Governed and explainable: every automated decision is auditable, never a black box
Where you already stand
TruvioSense builds on what you're already running. Find your starting point:
Running Truvio AP Automation (ExFlow)?
Coding & Approvals is available now and works with the invoice data you already have. Every invoice validated against historical patterns, nothing sampled.
Using Business Central for expenses?
Smart Expenses is live. Category-level setup once, no ongoing rule maintenance, VAT-compliant data before it reaches finance.
Want cleaner invoice capture?
The Capturing Agent pilot trains the system on 5 of your vendors over 2 months, with a measurable baseline and no full commitment.
New to Truvio?
Start with the whitepaper. The earlier your data starts training the system, the greater the long-term advantage.
Why Truvio
Built inside your ERP, not bolted on
Most AI tools sit outside your core processes: analyzing, summarizing, recommending. TruvioSense operates where the decision happens, embedded directly in Dynamics 365, purpose-built for financial and operational processes, governed and explainable. Automation runs only within thresholds you define, and every automated decision is auditable.
27+
Years of Microsoft ERP expertise
5,000+
Customers globally
480+
Partners
80+
Countries
The gap is not data. It is activation.
An organization that starts today runs a more accurate, more automated system in 12 months than one that waits. The data already exists in your ERP.