The Best Finance Teams Don’t Chase Information

Improving Financial Visibility Through Connected Workflows and Integrated ERP Operations

📆 Podcast ft. Velosio, August 26, 1:00 pm ET (USA)

Many finance teams still spend significant time searching for approvals, tracking down payment statuses, reconciling disconnected data, and manually piecing together information across multiple systems. As organizations grow, these disconnected workflows can create reporting delays, limited visibility into financial operations, and increased dependency on manual communication to keep processes moving.

In this episode of Truvio Talks, we explore how finance and operations leaders are creating more connected ERP environments by centralizing workflows, improving banking integration, and increasing operational visibility across finance processes. The conversation will focus on how mature organizations reduce the need for constant searching, chasing, and guesswork by building more transparent, automated workflows inside Microsoft Dynamics environments.

This conversation will cover: 

• Why disconnected systems create delays, inefficiencies, and limited financial visibility

• How centralized workflows improve operational transparency across finance teams

• The role banking integration and connected financial processes play in reducing manual effort

• How mature finance organizations reduce dependency on manual follow-up and information gathering

• What connected ERP operations look like inside modern finance environments

• How organizations are improving decision-making through better visibility, automation, and process integration

Guests:

• Sreepathy Nagarajan, Vice President - D365 F&O and Global Delivery, Velosio

• Bryan A. Redic, Vice President of Corporate Finance, Velosio
  
  

• Morgan Jonsson, Sr Director of Customer Success, Truvio