xMonthly helps clients understand and maximize the value of their Microsoft ecosystem investments.
- Microsoft Cloud Licensing: Optimize Microsoft Cloud spending with guidance tailored to your organizational needs.
- Guided Product Trials: Our experts walk you through a product trial, answering questions about features and services you have an interest in.
- Agent Services: Leverage xMonthly's agents for implementation, training, and support across a range of Microsoft products.
- Fractional Services: Gain a contract controller, HR professional, or other fractional help through xMonthly's agent network.
Included Services
Unlock the full potential of your Microsoft Cloud investments with licensing consulting services.
This assessment gives a clear, practical view of what Microsoft Copilot can support.
Discover and explore services from xMonthly and xMonthly Agents, and also list your own.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
- Natural Language Commands: Perform tasks using simple prompts like "Create a project plan" or "Summarize this meeting."
- Meeting Summaries in Teams: Provides real-time summaries, action items, and follow-ups after every recorded meeting.
- Data Insights in Excel: Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.
- Content Creation: Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.
Included Services
Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
Microsoft 365's familiar office tools get an AI enhancement to boost productivity and collaboration.
- Microsoft Word: Drafts documents, rewrites text for tone, summarizes long reports, and generates outlines from prompts.
- Microsoft Excel: Creates formulas, builds pivot tables, analyzes trends, and generates charts from natural language queries.
- Microsoft PowerPoint: Designs presentations, suggests layouts, and converts text or documents into slide decks automatically.
- Microsoft Outlook: Summarizes email threads, drafts responses, and prioritizes inbox tasks based on context.
Included Services
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business' new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Dynamics 365 Business Central is a management solution designed to streamline your operations.
- Conversational Copilot: Ask plain-language questions to find records, navigate pages, and get guidance without complex menus.
- Analysis Assist: Query, sort, and slice operational data by describing what you need. No pivot tables or filters required.
- Sales Order Agent: Reads customer emails, processes attachments, and creates accurate sales quotes.
- Payables Agent: Matches vendor invoices to purchase orders using contextual and historical patterns, reducing manual corrections.
Included Services
Custom Business Central AL code development to extend functionality and performance.
End-to-end implementation for streamlined operations and improved efficiency.
Make the move to Business Central with minimal disruption and maximum performance.
Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
Reliable support for Business Central to resolve issues and maintain performance.
Learn the essentials of managing and maximizing Business Central's capabilities.
Dynamics 365 Finance with Copilot is a cloud platform for your business' financial operations.
- Cash Flow Forecasting: Analyzes historical transactions, invoices, and payment patterns to predict future liquidity.
- Customer Payment Predictions: Past behavior and invoice data used to estimate when customers will pay, improving collections.
- Copilot Financial Insights: Users can ask natural-language questions about financial performance and receive AI-generated explanations.
- Workflow History Summaries: Get quick overviews of approval chains and process steps, making it easier to understand past actions.
Included Services
Modernize financial operations with a tailored ERP deployment.
Keep your financial platform running smoothly with support services.
Technology adoption depends on user confidence... equip your finance team for success.
Dynamics 365 Supply Chain Management with Copilot manages tasks across your supply chain.
- AI-Generated Page Summaries: Quick, context-aware overviews of items such as purchase orders, product details, and vendor information.
- Supplier Communication Automation: AI agents can handle routine vendor interactions like PO confirmations, delays, and order changes.
- Enhanced Demand Forecasting: Copilot incorporates external market and seasonal data to deliver predictions and reduce stock issues.
- AI Operational Insights: Get real-time visibility into open orders, shipments, and inventory levels, improving decision-making.
Included Services
Our Agents get you ready for daily supply chain operations.
Our Agents help stabilize and improve system performance.
Help your team learn supply chain management software.
Dynamics 365 Customer Service with Copilot enhances customer satisfaction and streamlines service.
- Case Summarization: Generate summaries of customer cases, including history, recent interactions, and key details (for handoffs or reviews).
- Tone & Context Awareness: Detects customer sentiment and urgency, adjusting recommendations and tone for responses accordingly.
- Article Recommendations: AI suggests relevant knowledge base articles during case resolution, helping agents respond faster and accurately.
- Conversation Analysis: Summarizes Teams or voice calls, highlighting key points and unresolved issues for post-call actions.
Included Services
Deliver faster and personalized customer support experiences.
Assisstance to maintain your customer service platform.
Training to master Dynamics 365 Customer Service features.
Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.
- Lead Prioritization: Generates lead scores and deal health insights based on trends, inactivity, and CRM usage patterns.
- Email Drafting Assistance: Drafts personalized emails to clients using CRM data and conversation history.
- Embedded Insights Bar: A dynamic summary pane atop each record surfaces one-line highlights, such as budget and close date.
- Record Summarization: Instant summaries of key entity records. Admins can configure fields included in each summary for tailored insights.
Included Services
Launch Dynamics 365 Sales to unify data, accelerate deals, and improve forecasting.
Proactive support to keep Dynamics 365 Sales running smoothly and efficiently.
Empower your sales team with hands-on Dynamics 365 CRM learning sessions.
Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.
- Power Fx Formula Assistance: Copilot explains existing formulas, generates new Power Fx code, and helps debug complex expressions.
- Automated Flow Creation: Build flows that include triggers, actions, and conditions by describing logic and steps in natural language.
- AI-Powered Data Insights: Copilot lets users ask data questions, generates visuals, summarizes reports, and highlights trends or anomalies.
- Build Custom AI Agents: Formerly Power Virtual Agents, Copilot Studio lets you build conversational agents that integrate across apps.
Included Services
Get production ready apps with data models, strong security, and a scalable foundation.
Guidance for workflow automation, error resolution, and performance improvement.
Training for creating, customizing, and maintaining automated workflows.
Strengthen your reporting and analytics capabilities.
Training that helps teams design, build, and manage secure business websites.
Transform your operations with Power Platform solutions.
Copilot Studio is a versatile platform that allows you to create custom AI assistants tailored to your needs.
- Custom Copilot Creation: Build your own AI-powered copilots for apps, websites, and workflows without any coding required.
- Conversational Agent Design: Create bots that understand context, handle multi-turn conversations, and create personalized responses.
- Microsoft App Integration: Connect Copilot Studio agents to D365, Power Platform, M365, and external APIs for end-to-end automation.
- Low-Code Development: Use a visual designer and natural language to define intents, actions, and flows.
Included Services
Specialized assistance for fine-tuning, monitoring, and evolving AI agent systems.
Build custom AI agents using Copilot Studio's design tools.
Our experts create AI agents tailored to your workflows.
Copilot in Microsoft Teams helps users by summarizing meetings, suggesting actions, and more.
- Summaries and Action Items: Generates meeting summaries, including important decisions, tasks, and next steps (ideal for catching up).
- Real-Time Transcript Analysis: Captures and organizes conversation highlights during live meetings, tracking commitments and unresolved issues.
- Chat Assistance: Summarizes long chat threads, extracts key points, and suggests responses to keep conversations productive.
- Meeting Prep Suggestions: Helps create meeting agendas based on previous discussions and shared documents.
Included Services
Enhance collaboration with a customized SharePoint and Teams design.
Review of Teams security with actionable update strategies.
Upgrade to Teams Premium to elevate meeting experiences.
Microsoft Azure delivers cloud services while Copilot adds AI resource management, troubleshooting, and automation.
- Scalable Cloud Infrastructure: Deploy and manage virtual machines, containers, and storage across global data centers.
- Security & Compliance: Identity management, encryption, and compliance certifications for built-in enterprise-grade protection.
- Integration with DevOps: Seamless connection to Azure DevOps, GitHub, and Azure AI for development and machine learning workflows.
- AI-Powered Troubleshooting: Diagnose issues, suggest fixes, and recommend cost or performance optimizations automatically.
Included Services
Deploy Azure solutions to modernize infrastructure and drive digital transformation.
Comprehensive sessions covering Azure fundamentals, security, and configurations.
Responsive support for troubleshooting, updates, and improving Azure performance.
Centralized management, security, and visibility for every AI agent in your Microsoft 365 environment.
- Agent Registry: Discover and manage all AI agents deployed across your organization in a single, centralized control plane.
- Security & Governance: Extend Microsoft Entra and Purview controls to agent traffic, enforcing consistent policy across internet, SaaS, and AI services.
- Adoption Insights: Track agent usage, productivity impact, and adoption trends with built-in Work IQ analytics across your Microsoft 365 tenant.
- Copilot Studio Integration: Register and manage custom Copilot Studio agents alongside first-party Microsoft agents for unified oversight.
Included Services
The Agent 365 Quick Start service gives clients a clear, structured entry point: a readiness assessment that identifies where AI…
AI Workforce Transformation takes organizations from early Copilot adoption into full, department-wide AI deployment.
Ongoing optimization, new agent development, and full lifecycle management for your AI environment.
Binary Stream
Binary Stream builds embedded financial extensions that simplify ERP processes for Microsoft users.
Products (3)
Multi-Entity Management
Get complete visibility into financial performance across all your business units
With Multi-Entity Management (MEM), you can seamlessly oversee financial processes, automate intercompany transactions, and consolidate reporting across all your legal entities—right within your Microsoft ERP solution. Don’t just take our word for it, see what our customers have achieved.
Documentation & Resources
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Multi-Entity Management for Microsoft Dynamics 365 Business Central
Gain complete visibility across all entities with a unified view of financial performance.
Multi-Entity Management for Dynamics GP
Gain complete visibility across all entities with a unified view of financial performance.
Subscription Billing
Seamlessly manage the entire order-to-cash process
Unlock greater efficiency with automated billing, streamlined compliance, and advanced reporting insights. No matter how intricate your pricing models are, Subscription Billing simplifies your processes.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Subscription Billing for Microsoft Dynamics 365 Business Central
Simplify the entire order-to-cash process with integrated billing, collections, payments, and reporting.
Subscription Billing for Dynamics GP
Simplify the entire order-to-cash process with integrated billing, collections, payments, and reporting.
Property & Lease
Say goodbye to manual lease management and complex accounting
Advanced property and lease management software, right within your Microsoft ERP. From accounting and billing to compliance and administration, Property & Lease streamlines the entire lease lifecycle.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Property & Lease for Microsoft Dynamics 365 Business Central
Seamlessly integrate with Dynamics 365 Business Central to optimize your lease administration processes and automate billing workflows to gain real-time insights.
Property & Lease for Microsoft Dynamics 365 Finance
Purpose-built for lease accounting by accountants, this solution streamlines the entire lease lifecycle with intuitive compliance and administration features.
Property & Lease for Dynamics GP
Designed by accountants, this solution streamlines accounting and administration across the lease lifecycle.
Helping Microsoft Dynamics 365 customers and partners close the ERP Value Gap
ERP systems provide a powerful foundation, but every business is different. Industry requirements, local regulations, and real-world nuance often create an ERP Value Gap between what systems offer and what teams actually need.
Truvio exists to close that gap by embedding practitioner expertise and intelligent automation directly into Microsoft Dynamics 365, helping partners deliver with confidence and customers realize value faster.
This is Truvio.
Products (3)
Banking Automation
powered by SKsoft
Truvio’s Banking Automation Suite brings payments, reconciliation, and cash application directly into Dynamics 365 Business Central. Eliminate manual workflows and bank portals while gaining faster processing, stronger control, and real-time cash visibility as you scale.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Automate Vendor Payments and Bank Statement Reconciliation in Business Central
Truvio Vendor Payment Automation enables you to automatically generate and transmit payment files or payment data directly to your bank within Microsoft Dynamics 365 Business Central.
Prevent Check Fraud and Automate Cash Application in Microsoft Dynamics
Truvio Positive Pay protects organizations against check fraud by automatically validating issued checks against bank-presented items and flagging exceptions before funds clear.
Advanced Treasury
powered by SKsoft
Modern treasury teams are under pressure to move faster, reduce risk, and maintain real-time visibility across cash, payments, and bank activity without relying on spreadsheets or disconnected banking portals. Truvio’s Advanced Treasury brings these critical functions directly into D365, creating a centralized, automated treasury environment that scales with your organization.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Automate Treasury and Centralized Payment Control in Dynamics 365
Consolidate and automate critical cash management functions with intelligent reconciliation across all legal entities in your organization.
Centralize Banking and Strengthen Supply Chain Financing Automation
Truvio In-House Banking enables organizations to operate as an internal bank for subsidiaries. Combined with Payment Factory capabilities, it centralizes and automates banking and payment management.
AP Automation
powered by ExFlow
Elevate your ERP with AI-driven accounts payable automation. Truvio AP Automation unifies invoice capture, e-invoicing, and vendor statement reconciliation directly inside Microsoft Dynamics 365 Finance & Operations.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Intelligent Invoice Capture
Capture invoices from multiple channels including PDF, XML, and structured formats, fully supporting modern e-invoicing workflows across your supplier network.
Automation of Complex & High-Volume Workflows
Automate data entry, matching, and approval routing to handle large invoice volumes efficiently. Configurable workflows ensure invoices reach the right approvers while enabling faster processing.
Insightsoftware provides real-time Excel reporting for Dynamics 365 using accurate, live ERP data
Products (3)
Jet Reports
Real-time Dynamics Reporting Directly in Excel
Jet Reports connects to Dynamics GP, NAV, and Business Central, providing real-time access to your financial data. If you know Excel, you can build Jet Reports, thanks to the tool's use of familiar formulas. Jet Reports provides multi-company consolidation, real-time reporting, advanced drill-down capabilities, Power BI integration, and self-service customization,all without IT dependency.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Jet Reports Implementation
Finance teams typically start building reports on day one. If you know Excel, you already have the skills needed. Pre-built templates and drag-and-drop functionality make report creation intuitive.
Jet Analytics
Build Your AI-Ready Data Foundation 10x Faster
Jet Analytics is a cloud-based data integration platform that connects your Microsoft Dynamics ERP to modern cloud storage platforms like Microsoft Fabric and Snowflake. It automatically structures your ERP data into a clean, analytics-ready foundation so your team can build Power BI dashboards, Excel reports, and AI-driven insights without manual data work.
Documentation & Resources
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Jet Analytics Implementation
Jet Analytics is designed for fast time to value. Its pre-built Dynamics data models eliminate the majority of manual setup work that slows down traditional data warehouse.
Power ON
Add Planning, Forecasting & Data Enrichment to Power BI
Power ON provides pre-built planning functionality that would take months to develop: AI-powered models, real-time collaboration, Excel-like data entry, version control, approval workflows, and no-code app building. Power ON is designed for finance professionals, not developers. The Excel-like interface means your team can be productive immediately without training.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Quick Planning Application
Get up and running with pre-built models, workflows, and security in just days. You get proven planning best practices built in, so you can start collaborating without months of configuration.