How to Close Faster and Catch Problems Sooner with AP Automation and AI Dashboards

Your numbers are already telling you where the margin went. The question is whether you caught it in time to do something about it.

This session took a look at R365 AP Automation and AI Dashboards and showed how accounting teams are turning manual, reactive processes into a faster close and a clearer read on margin.

Here’s what changes once it’s automated:

Automate invoice capture, GL coding, and approval routing so AP runs itself across every location
Get a live, ranked view of what's affecting your margin — and what to tackle first
Build custom AI Dashboards in seconds with a simple prompt
Get instant AI summaries that tell you what your numbers actually mean across sales, labor, and margins
Run what-if scenarios so you're planning ahead of the next margin hit, not reacting to it

Whether you’re managing one location or scaling across many, you’ll leave knowing exactly what to tackle first — and how to put your newly freed-up time to work.

Meet the Speaker

Anthony Lucero

Senior Solutions Engineer

How to Close Faster and Catch Problems Sooner with AP Automation and AI Dashboards

Meet the Speaker

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