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Home » Truvio’s AI-First Approach to ERP Innovation
AI and Copilots

Truvio’s AI-First Approach to ERP Innovation

Cam SessingerBy Cam SessingerJanuary 22, 20264 Mins Read
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Truvio, formerly known as SignUp Software, has become a leading innovator in AI-driven automation for Microsoft Dynamics 365. As a global Microsoft ISV, Truvio has established a reputation for delivering business solutions that operate natively inside Dynamics 365 Finance & Operations and Business Central. Over the last year, the organization has expanded that foundation with a clear focus on finance-grade AI, designed to be more than an “add-on.” Instead, that AI is an embedded capability aligned with core ERP processes and data structures.

Beyond traditional automation, Truvio’s broader AI strategy centers on combining deep process management expertise with Microsoft’s newest AI architecture. Building intelligence directly inside Dynamics 365, using Microsoft’s native data models, security framework, and Model Context Protocol (MCP), the company enables customers to deploy AI that is contextual, auditable, and widely trusted by finance teams. This approach is critical as organizations move toward more autonomous workflows, where AI is expected to not only assist users but make decisions within controlled financial environments.

More specifically, accounts payable (AP) has become an operational challenge for finance teams heading into 2026. Rising invoice volumes, increasingly complex compliance requirements, and ongoing talent constraints are forcing organizations to rethink how AP functions inside a modern ERP. Concurrently, expectations of and around AI have shifted. Finance leaders are no longer asking whether AI belongs in AP, but instead, how quickly it can deliver value without introducing new risk. This article will explore how AP has emerged as a prime candidate for finance-grade AI and how ERP-native intelligence is reshaping automation inside Dynamics 365.

Building Finance-Grade AI Inside Dynamics 365

Across industries, the company’s portfolio is designed to eliminate repetitive manual work while providing real-time visibility into performance, risk, and process health. Rather than introducing fragmented tools, the company aligns AI capabilities directly with ERP workflows. As such, organizations can scale automation efforts without interfering with data or governance. Ultimately, this lays the groundwork for intelligent processes to operate continuously inside the system of record.

Why AP Is Ready for AI Transformation

Accounts payable is an area that Truvio identifies as one of the highest-impact opportunities for AI adoption today, as noted in the 2025 AP Automation Report. According to the research, 97% of finance leaders expect AI to deliver value within the next two years, and strong use cases, including intelligent invoice-to-purchase order matching, automated workflow routing, and advanced data validation.

The report also highlights gaps in AP maturity. Manual intervention remains common throughout invoice processing, and data duplication continues to prohibit many organizations, slowing operations and increasing the risk of fraud or compliance issues. Traditional AP automation approaches no longer suffice for finance teams looking to get more done with fewer human resources.

Embedding AI Directly into AP Workflows

Truvio enables a unified AP process that operates entirely within the ERP, with AI-driven automation being available directly inside D365. Specifically, AI-assisted capture and validation improve invoice accuracy, intelligent matching capabilities enhance invoice-to-PO alignment, and workflow automation routes approvals based on context, policy, and risk. With AI continuously analyzing transaction patterns inside Dynamics 365, finance teams gain earlier visibility into potential errors or duplicate invoices.

At the center of this approach is ExFlow, Truvio’s AP automation solution. ExFlow streamlines every step of the AP lifecycle directly inside the ERP. Manual touchpoints and data duplication are reduced by maintaining a single data flow from invoice capture through posting and payment. This unified model supports one trusted dataset and strengthens compliance and audit readiness.

Differentiation Through ERP-Native AI

While other ISVs offer broad AI capabilities, few deliver intelligence that is truly native to Dynamics 365, making this a core differentiator for Truvio. Other AI tools in the market often lack financial context, leading to inconsistent results and skepticism from end users. Contrastingly, Truvio’s contextual AI operates with full awareness of ERP rules, historical data, and approval structures, allowing for more accurate decision-making and greater confidence across teams.

For CFOs and controllers, the impact is measurable. Faster cycle times, improved visibility, and stronger internal controls all contribute to a more resilient AP function. As finance organizations continue their journey toward greater automation, AP serves as a critical function for what ERP-native AI can deliver.

Final Thoughts

AP automation is the next step toward autonomous finance. As AI maturity evolves from task-level assistance to end-to-end orchestration, embedded intelligence will play a central role in maintaining trust, compliance, and performance. By aligning innovation with the realities of finance operations, Truvio is helping organizations move confidently toward the next phase of ERP-driven transformation.


To learn more about Truvio’s research and insights, download the 2025 AP Automation Report here.

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Cam Sessinger

Cameron graduated from Ithaca College with a B.S. in Journalism and a minor in Women and Gender Studies. She has years of internship and direct experience within the field of journalism and content writing.

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