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Breaking Up with Excel: How Finance Teams Are Automating AP, AR, and Reconciliation in Business Central

August 25th, 2026 | 1 pm CT/2 pm ET

Many finance teams still rely on spreadsheets, email approvals, manual data entry, and disconnected processes to manage critical accounting workflows. While these methods may work initially, they often lead to costly errors, delayed approvals, slow month-end closes, and employee burnout.

In this session, we'll explore why organizations are moving beyond Excel and what a fully connected finance operation can look like inside Microsoft Dynamics 365 Business Central.

We'll walk through the complete finance lifecycle, from invoice processing and vendor payments to bank reconciliation, sales order automation, and cash application, and show how automation can help reduce manual effort, improve accuracy, and give finance teams greater visibility and control.

Join Truvio to learn how finance leaders are streamlining operations, accelerating close cycles, reducing processing costs, and creating a more scalable foundation for growth.

Key Takeaways 

  •  Understand the true cost of manual finance processes and spreadsheet dependency

  • Learn how automation improves AP, AR, payments, and reconciliation workflows
  • Discover ways to reduce errors, processing time, and approval bottlenecks
  •  See how Business Central users can create a unified, end-to-end finance process
  • Gain practical insights for building a more efficient and scalable finance operation

By registering for this webinar, you acknowledge that your contact information will be shared with Truvio.

About the Presenters

Morgan Prengler

Morgan Prengler

Morgan is a Business Development Manager for Truvio's banking solutions for Microsoft Dynamics 365 Business Central. She previously led the Business Central practice at SKsoft and is passionate about helping clients solve banking automation gaps within the Microsoft channel. Morgan lives in Austin, Texas with her husband and their cat Whiskey.

Heather Mitchell

Heather Mitchell

After 18 years in IT—6 of those in the Dynamics world—Heather Mitchell works alongside partners as a sales rep for Truvio’s ExFlow portfolio, helping businesses cut through manual processes and bring real efficiency to their finance teams.