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.
Elysys provides a fully integrated, AI-driven financial and investment management platform.
- Fully Integrated Wealth Management: Elysys unifies front, mid, and back-office functions into one system to eliminate fragmentation and manual processes.
- ERP Financial Core: Standardized accounting & investment workflows through unified design cards, journals, and comprehensive ledgers.
- Embedded Business Central AI: AI explains financial results, answers questions, and automates reconciliation inside Business Central workflows.
- AI Automation Agents: Elysys agents interpret documents and emails, detect exceptions, and auto-create postings and orders.
Included Services
Elysys can help your organization achieve tenant isolation and compliant operations.
Elysys delivers enterprise‑grade fund accounting built on Microsoft Dynamics 365 Business Central.
Elysys provides an integrated platform for managing diverse investment portfolios.
Binary Stream builds embedded financial extensions that simplify ERP processes for Microsoft users.
- Multi-Entity Management: MEM centralizes entities and automates intercompany activity for unified reporting in Business Central.
- Subscription Billing Suite: SBS automates recurring billing, collections and revenue recognition inside Business Central environments.
- AR & Collections Manager: AR&C improves cash visibility by automating follow-ups and prioritizing overdue customer accounts.
- Extensions Suite: The extension suite enhances financial accuracy with tools for dimensions, currencies, journals and emails.
Included Services
Accelerate subscription billing in Business Central with the Binary Stream subscription billing suite.
Stand up a centralized, secure multi‑entity finance layer in Business Central.
Tighten cash control via Binary Stream's collections manager.
SKsoft provides embedded banking and treasury automation inside D365 for secure, efficient financial operations.
- Integrated Banking Automation: Automates banking tasks and financial workflows directly within Microsoft Dynamics 365.
- Global Bank Connectivity: Connects Dynamics 365 to banks worldwide using thousands of supported formats.
- Treasury Management Suite: Delivers real-time cash visibility and automated reconciliation across all entities.
- Secure Financial Processing: Protects your business' financial data with SOC 2 compliance and controlled ERP-based workflows.
Included Services
SKsoft provides centralized visibility into cash positions.
Treasury management suite that provides centralized oversight of banking activity.
Insightsoftware provides real-time Excel reporting for Dynamics 365 using accurate, live ERP data.
- Live ERP Connectivity: Excel retrieves current Dynamics data instantly to ensure reports always reflect accurate information.
- Self-Service Report Creation: Users create reports in Excel using guided tools that simplify complex ERP structures.
- Automation and Scheduling: Reports refresh automatically on schedules that reduce manual tasks and improve reporting consistency.
- Centralized Web Access: Jet Hub provides controlled browser access to run and manage reports from any device.
Included Services
Centralized report access through a secure, browser based environment.
Real‑time reporting for Dynamics 365 directly inside Microsoft Excel.
Financial and operational reporting via self-service tools.