AI-Powered Finance Automation
Reduce manual tasks, streamline reconciliations, and optimize collections.
Smarter Decision-Making
Use natural language queries and real-time AI insights for better financial control.
Enhanced Operational Efficiency
Automate routine ERP tasks, improve customer engagement, and optimize procurement.
AI in Action
Real-world examples of finance teams using Copilot to accelerate reporting, improve accuracy, and streamline decision-making.
Copilot is streamlining the quote-to-cash process, which is crucial for boosting operational efficiency, improving cash flow, and enabling quick responses to market changes and customer needs. By optimizing these workflows, Copilot allows our finance team to focus on more strategic activities and data-driven decision making.
Cory Hrncirik
Office of the CFO – Modern Finance Lead Microsoft
Jeff Smith
Pre-Sales Engineer
VELOSIO
Jeff Smith is a seasoned ERP and technology expert with over three decades of experience helping businesses streamline operations and achieve strategic goals. His passion for innovation and deep understanding of business needs makes him a trusted advisor to CFOs and finance leaders across industries.
Tony Qian
Solution Partner Architect
MICROSOFT
Zhiyuan “Tony” Qian is a Microsoft Dynamics 365 expert specializing in CRM, ERP, and finance solutions. With experience across SMB, SMC, and Enterprise sectors, he architects and manages scalable business solutions that help businesses drive efficiency and growth.