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Solution

Finance operations that run on your ERP, not around it

Skalable combines Dynamics 365 and NetSuite delivery experience with Skalable Stream for accounts payable and, on Dynamics 365 Finance & Operations, Bank Reconciliation AI and Risk & Compliance AI. Your controllers review exceptions instead of keying data.

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The month, step by step

  1. Invoices

    Typical today: Arrive by email, PDF and portal and are typed into the ERP by hand.

    With Skalable: Captured, coded and PO-matched by Stream before they reach an approver.

  2. Approvals

    Typical today: Live in inboxes, so the audit trail is reconstructed after the fact.

    With Skalable: Routed by your rules in the workflow, with every step logged.

  3. Bank matching

    Typical today: Bank feeds land daily, but matching waits for someone to have time.

    With Skalable: Bank Reconciliation AI proposes matches as statements arrive; a person accepts each one.

  4. Controls

    Typical today: Duplicate invoices and vendor bank changes are checked by sampling, after the fact.

    With Skalable: Monitored by rules in Risk & Compliance AI (early access); people decide on each case.

  5. Close and reporting

    Typical today: Reporting is rebuilt in spreadsheets every month because the data is late.

    With Skalable: A close checklist and variance reporting signed off in the ERP and Power BI.

6.5 hrs to < 30 min

for a bank reconciliation process, multi-entity finance team on Dynamics 365

Reported by the customer’s finance team

The problem

The close is slow because the work is still manual

In many finance teams we work with, the first days of every month still go to keying invoices, matching bank lines and chasing approvals, often well into the second week. The ERP is fine. The work around it is the bottleneck.

What you get

What Skalable delivers

AP workflow
Capture, coding, matching, approvals and posting with Skalable Stream, while the ERP stays the financial system of record.
Bank reconciliation
Bank Reconciliation AI proposes matches between statement lines and Dynamics 365 transactions; your team accepts or rejects each one.
Period close
Close checklists, reconciliation status and variance reporting configured in your ERP and Power BI, so the close becomes review, not data entry.
Reporting and visibility
Power BI models built on your ERP data, refreshed automatically, owned by finance.
Governance built in
Controls such as duplicate invoices, vendor bank changes and segregation of duties monitored with Risk & Compliance AI. People approve the decisions and every step is logged.
One accountable team
Implementation, integration and managed support from the same people, on predictable pricing.

A close, as the controller sees it

Day three of the close: what is done, what is open, and who resolves it

Automation clears the routine work; the controller sees the few items that still need a decision, each with an owner and its evidence attached.

Done

  • Bank lines matched and approved by the accountant
  • Supplier invoices for the period posted and matched to their POs
  • Accruals for goods received but not invoiced booked
  • Intercompany balances agreed

Still open

  • Two bank lines with no matching transaction
  • One invoice above its purchase order
  • A prepaid expense waiting for its contract

Who resolves it

  • The accountant investigates the two bank lines with the statement and ledger evidence
  • The budget owner approves or rejects the extra amount within policy
  • The controller reviews the variance commentary and signs off the close

Illustrative example with fictional details.

Proof

Results from a customer like you

All case studies

Fitness & Wellness · Microsoft Dynamics 365 · Skalable Stream

≈ 75%

less time to process invoices, an estimated 3,000 hours a year

Leading health and fitness franchise (name withheld)

Stream accelerates efficiency and improves accuracy for a leading health and fitness franchise

A franchise that had grown from a single studio to 49 locations in multiple states was hand-keying 600 invoices a week with two full-time staff and had outgrown QuickBooks. Skalable replaced QuickBooks with Microsoft Dynamics 365, added Power BI and Matrix, and put Stream at the center of accounts payable with two-way integration to the ERP.

of vendors identified automatically in 2024, from 0% in 2022
96%
to prepare board reporting, down from a week
1 day
Read the case study (PDF)

How it works

How an engagement runs

  1. Assess

    A fixed-fee Finance AI Assessment ($5,000–$10,000) maps your AP, reconciliation and close processes, quantifies the manual hours and ranks what to automate first.

  2. Deploy

    Processes, integrations and agents are configured against your ERP in a sandbox, tested with real scenarios, then promoted.

  3. Operate

    Skalable runs monitoring, exceptions and ERP support under a managed agreement with severity-based response targets.

Pricing

How engagements are priced

See the pricing model

  1. 01

    Start with scope

    A discovery or assessment phase maps processes, data and integrations, and ends with a written estimate.

  2. 02

    Deliver in phases

    Implementation runs as a phased fixed scope or a dedicated delivery team, each phase agreed before it starts.

  3. 03

    Support after go-live

    Managed support on a monthly plan by hours and coverage, business-hours or 24/7.

FAQ

Common questions

Do we need to change our ERP?

No. Skalable works with Dynamics 365 Finance, Supply Chain Management, Business Central and NetSuite, and the ERP stays the system of record. Skalable AI products currently run on Dynamics 365 Finance & Operations.

How is this different from a generic AI consultancy?

Skalable has delivered Microsoft business applications since 2008 and NetSuite since 2010. Our AI products are built on that finance knowledge and work inside Dynamics 365 with approvals and audit logging in place.

What does it cost?

Assessments and defined delivery phases can be fixed scope; ongoing enhancement and support use predictable capacity models. See the pricing page for the commercial approach and cost drivers.

What should work better next?

Tell us about the process, the bottleneck or the system behind it. A specialist replies within one business day with a practical first step.

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