Modern Finance

Turn old habits into fresh opportunities with Dynamics 365 Finance and Operations

Discover Your Finance Maturity

The changing face of finance

The role of finance departments is changing. With a slew of digital tools to automate fiscal processes, they are cementing their seat at the table and making important contributions to high-level strategy development teams. And since they hold the purse strings, this new wave has the potential to turn CFOs from mere risk managers into true allies for innovation.

Finance is the fiscal lifeblood of an organization. Beyond spreadsheets and reports, they are a critical link in the decision chain, especially for large investments. The rise of big data is underscoring this role, and yet many departments are facing a mountain of tasks that threaten to slow them down.

But today’s finance teams are much more than this. With the right tools, they can leverage data insights, automation, and advanced analytics to make proactive, informed decisions. For many businesses this can be a tall order, as growing volume and regulatory requirements are accompanied by increasingly time-consuming processes.

That’s why HSO has partnered with Microsoft and Aptitude Software to enable finance departments to fulfill their role as enablers of strategic business goals. With our combined expertise we are empowering the next generation of finance leaders with tools that automate data-centric tasks and leverage AI to open new business opportunities.

Did you know?

75% of finance teams spend 6 hours per week recreating financial reports, amounting to 300 hours per year.

According to the 2024 Insightsoftware Finance Trends Report. The top three most time-consuming reporting tasks for finance units are:

44% of the 1,700 Finance and IT executives see Data Quality and Reliability as a top obstacle

The 2024 Autonomous Finance Benchmark Research stated that as a top obstacle jeopardizing strategic decisions. According to the same research, the top 3 areas where businesses will see ROI in the coming 3-5 years are:

Our three keys to unlock Autonomous Finance

Without a strong foundation, you can’t visualize the path to realize your vision. That’s why we’ve crafted a three-tier layered approach to help finance teams uncover their strategic superpowers and drive real impact.

#1 Unlock Data: The foundation of Modern Finance 

The basics of finance modernization start with a robust data strategy. Without unified, actionable data, you’ll be stuck in the weeds.

  • Data Management: No more conflicting info. Identify gaps in your current data ecosystem and create a structure that consolidates information into a single truth.
  • Data Infrastructure: Build scalable, flexible systems that grow with you and integrate seamlessly with existing tools like Microsoft Dynamics 365 Finance and Operations.
  • IT Strategy: Harmonize processes across departments to create an efficient, well-oiled machine.

The result? Ready-to-use data consolidation templates, task checklists, and prototypes for unified structures that reduce mistakes and save you time.

Not your grandfather's bookkeeper

HSO + Microsoft + Aptitude Software: A Best-of-breed Partnership

This is not our first rodeo. HSO, Microsoft, and Aptitude Software have come together to develop a comprehensive solution for modernizing finance departments. This trinity combines unique, battle-tested finance modernization tools with Microsoft’s cutting-edge cloud and AI technologies to make the most of today’s dynamic market trends.

HSO leverages expertise across industries to adapt Microsoft Dynamics 365 Finance, Power Platform, and Aptitude Fynapse to the unique needs of each client. We augment these with our DnA Data and Finance frameworks to enable insight-revealing, near real-time reporting.

Key benefits of our collaborative solutions include:

Where Does Your Finance Team Stand?

Finance is evolving. The shift toward Autonomous Finance is here, enabling organizations to move beyond manual processes and embrace AI-driven efficiency, real-time insights, and predictive decision-making. But where does your team stand on this journey?

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Modern Finance: A Vision & Practical Use Cases to Lead the Finance Revolution

This whitepaper is a guide where we explore the evolving role of finance departments, technological advancements enabling change, and practical use cases that businesses can take to modernize their financial operations. With insights from industry research and real-world case studies, we outline a roadmap to modern finance—a future that turns challenges into opportunities and inefficiencies into competitive advantages.

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Start Your Modern Finance Journey Now!

A recent Gartner survey revealed that while 64% of CFOs foresee the advent of Autonomous Finance by 2028, there’s still a significant gap in actual progress. What about you? Where are you on your journey?

If you want to know where to start, you've come to the right place!

Register for Free Consultancy Session Now

Success Story: Financial Advisory Firm

A leading US insurance brokerage, partnered with HSO, Microsoft, and Aptitude Software to modernize its finance department. By implementing an integrated solution with Dynamics 365 Finance, Power Platform, and Aptitude Fynapse, they achieved: 

  • Improved Compensation Management: Full visibility into settled accounts via the Producer Compensation Hub.  
  • Automation: Streamlined carrier statement matching and settlement processes.  
  • Revenue Recognition: A seamless feed for accurate, incremental revenue reporting.  

This transformation boosted our customer’s agility, accuracy, and transparency, enabling them to respond quickly to market changes and customer demands. 

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“Executing international finance implementations is not just a job for HSO, it’s who we are.”

Georgiana Stuparu D365 Team Lead

Contact Us to Learn More About Modern Finance

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What sets HSO apart

HSO is a Business Transformation Partner with deep industry expertise and global reach. HSO leverages the full power of the Microsoft Cloud to transform how people work and engage customers, ultimately accelerating the impact of cloud transformation and improving overall business performance. Large enough to serve, small enough to care.

Learn more about HSO

Consistent Global Delivery Capabilities

HSO offers global delivery capabilities alongside 24/7 managed services to expedite business transformations for multinational corporations. Our unified global delivery methodology and template approach ensure consistent implementations worldwide, enabling cost-effective solutions with predictable outcomes.

100% Microsoft Focus

HSO is a full service Microsoft Partner, having achieved all six Microsoft Cloud Partner Program Solution Designations, with each designation being anchored on the Microsoft Cloud: Business Applications, Data & AI (Azure), Digital App & Innovation (Azure), Infrastructure (Azure), Modern Work, and Security.

HSO Academy

HSO Academy is an integral part of the HSO culture for the further development, continuous improvement and certification of HSO employees. We invest in our people with ongoing training programs, delivering the most impact on your business.

HSO Offerings

HSO develops solutions for our customers that leverage the latest cloud and AI technologies from Microsoft. Our industry-focused products address the vertical and horizontal needs of the markets we operate in, accelerating our customers' digital transformation and enabling them to become digital leaders in their industry.

Discover more about HSO's capabilities for autonomous finance

Blog

It’s Time to Start on the Autonomous Finance Journey. Here’s Why…and How to Do It

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Report

Global Autonomous Finance Benchmark 2024

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Blog

Embracing Autonomous Finance: A Guide for AEC Firms

Discover how embracing autonomous finance can revolutionize your AEC firm's financial operations, enhancing efficiency and decision-making through the power of AI and machine learning.

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Blog

Why Your CFO Should Own Your AI and AI Governance  

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On-demand

Leveraging AI to Enable Autonomous Finance

Are You Ready?

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Blog

Modern Finance Trends

Turning Number Whisperers into Strategic Partners with Dynamics 365 Finance and Operations 

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