Truvio Finance Automation Suite

Truvio Finance Automation Suite for Dynamics 365 Finance & Operations

Simplicity & Control. Speed to Value.
The Truvio Finance Suite is designed for organizations that need control, visibility, and efficiency across complex financial processes, delivered as a unified suite within Microsoft Dynamics 365 Finance and Operations.

Built to work cohesively with Microsoft Dynamics 365 Finance and Operations, Truvio helps you automate high volume workflows, reduce manual effort, and gain real time insight without adding unnecessary complexity. From accounts payable and treasury processes, Truvio supports finance and teams with simplicity and control, scalable automation, and solutions that evolve in step with the platform.

Why Truvio Finance Automation Suite?

Truvio delivers unified, scalable automation inside Dynamics 365 Finance and Operations, helping you streamline high-volume processes, reduce manual work, and act on real-time financial insight faster.

Unified Finance Automation Suite

Embedded in Dynamics 365 Finance and Operations

End-to-End Invoice-to-Pay Coverage

Built-In Control, Compliance & Auditability

Scalable Automation for High-Volume Finance

Dashboard view of Truvio vendor invoice management in Microsoft Dynamics 365 Finance and Operations, displaying KPIs, bar charts, line graphs, and a pie chart that summarize invoice volumes, approval rates, vendor distribution, and costs over recent months.

AP Automation

Powered by ExFlow

Truvio AP Automation streamlines the full accounts payable process inside Dynamics 365 Finance & Operations, from invoice capture and approval to posting. Built for high volumes and complex approval structures, it reduces manual work while strengthening control, compliance, and visibility across every step of the invoice lifecycle.

Truvio Banking and Treasury Automation in Microsoft Dynamics 365 showing an eSettlement/lockbox workbench for processing customer payments, settlements, and journals.

Banking & Treasury Automation

Powered by SKSoft

Truvio Banking and Treasury Automation brings control and transparency to cash, payments, and bank communication. By automating treasury processes directly in the ERP, it improves cash visibility, reduces risk, and eliminates manual reconciliation, helping finance teams operate with confidence as complexity grows.

Aerial view of rolling green fields with visible tractor lines, dotted with a few small trees and patches of lighter vegetation, creating a calm, patterned rural landscape.

FAQ

1.) What financial processes does the Truvio Finance Suite cover?

The Truvio Finance Suite supports the full invoice-to-pay and pay-to-reconcile lifecycle inside Dynamics 365 Finance & Operations. It includes accounts payable automation as well as banking and treasury automation, helping finance teams manage invoices, payments, cash, and reconciliations in one connected flow.

2.) How does the Truvio Finance Suite work within Dynamics 365 Finance and Operations?

All Truvio Finance Suite solutions run natively inside Dynamics 365 Finance and Operations. This means finance teams work directly in the ERP they already use, with shared data, consistent controls, and real-time visibility, without relying on disconnected tools or manual handoffs.

3.) Who benefits most from using the Truvio Finance Suite?

The Truvio Finance Suite is designed for organizations with complex financial operations, high transaction volumes, or multiple entities. Finance teams gain efficiency and control, CFOs gain visibility and confidence in compliance, and IT teams benefit from an embedded, upgrade-safe solution that scales with the business.