Risk Management in D365 F&O

Managing system, integration, and audit risk around AP automation

📆 Webinar ft. Hoalani, December 16th, 1:00 pm ET (USA)

AP automation can help finance teams cut manual effort, speed up approvals, and get more value out of every invoice they process. But the technology behind it also shapes the complexity, control, and ongoing management of the ERP environment. Adding external platforms and integrations introduces dependencies to evaluate, from maintaining connections and managing updates to preserving visibility and auditability across systems.

Join Hoalani and Truvio for a practical discussion on evaluating these considerations within Microsoft Dynamics 365 Finance & Operations. Bringing together Hoalani’s dedicated Dynamics 365 expertise and Truvio’s ExFlow AP automation solution, we’ll explore how an embedded approach can simplify the technology landscape while supporting financial controls, traceability, and compliance requirements.

The efficiency gains are real. Automated invoice capture, PO matching, and approval routing reduce data entry, shorten invoice cycle times, and let AP teams spend their time on exceptions instead of keying invoices. Faster processing also puts early payment discounts and late fee avoidance back on the table. But ROI depends on more than the automation itself. It depends on how quickly users adopt the solution, what it costs to maintain integrations over time, and whether controls hold up when the auditors show up.

Using AP automation as the concrete use case, we’ll examine how keeping users and workflows within D365 F&O can reduce the need to navigate separate platforms, limit retraining, and support a shorter time to value. With a particular focus on manufacturing, the discussion will offer relevant insights for organizations across life sciences, professional services, distribution, retail, and transportation and logistics.

This conversation will cover:

Where AP automation delivers measurable efficiency gains across capture, matching, approvals, and exception handling
How external systems and integrations affect ERP complexity, dependencies, and ongoing oversight
What to evaluate when assessing audit trails, approval controls, and compliance requirements in AP automation
How ExFlow’s embedded approach keeps AP workflows within D365 F&O
How a familiar user environment can support adoption and reduce training needs
How total cost of ownership, adoption, and time to value shape the real ROI of AP automation
Practical considerations for balancing automation, risk management, and time to value

Guests:

Martin Salomon Halse, Chief Commercial Officer, Hoalani Group
Josh Torres, Director of Partnerships & Alliances, Truvio
Scott Harvey, Senior Partner Sales Executive, Truvio