The Future of Finance: Work Smarter, Not Harder

For CFOs

Optimize financial performance, maximize profitability, better manage cash flow, minimize risk, ensure compliance with regulatory requirements, and drive strategic growth.

For Accounting and Finance Leaders

Ensure accurate and timely financial reporting, maintain compliance with regulatory requirements, optimize financial processes and controls, and better manage risk.

For Accounting and Finance Practitioners

 Improve the accuracy of financial reporting, reduce manual work, enhance data visibility and transparency, and ensure regulatory compliance. 

“Month-end closing was previously taking us 15-17 days, and now it only takes three. Our staff is now able to spend the time they have gained on value-added analysis instead of reconciling information from disparate systems, which saves us money.”

Adres Advincula, CFO | Berkowitz Pollack Brant

Your Biggest Accounting and Finance Challenges, Solved

 

Optimize Operations:

Your team faces significant challenges optimizing operations, despite the availability of advanced technology and tools. Data silos, outdated legacy systems, and data accuracy are key challenges that can lead to erroneous financial reports and poor decision-making. 

Modernize Data Management:

To stay competitive, it’s essential to keep pace with the rapid pace of technological advancements. This means regularly evaluating and adopting new technologies, training staff on the latest tools and systems, and seamlessly integrating these innovations into your organization’s infrastructure to enhance efficiency and drive innovation.

Attract and Retain Talent:

Nine out of 10 people want simpler ways to automate daily tasks so they can focus on the work that matters, according to a recent survey by Microsoft. Modern, connected tools enhance and improve the employee experience—positively impacting onboarding and retention. Are you providing your team the tools they need to succeed?

The Future of Finance: How to Transform Your Business

Optimize Operations

  • Enterprise Resource Planning (ERP): Dynamics 365 Business Central or Finance

Experience one centralized and integrated hub across the entire organization so you can make smarter decisions faster and eliminate data silos. You’ll also get robust security and compliance management, including workflow approvals and audit trails.

Discover Dynamics 365 Business Central | Learn More about Dynamics 365 Finance

    • AI Tools: Microsoft Copilot

    Automate routine tasks for faster and more efficient operations. Provide more accurate and timely financial insights, driving strategic decisions. Identify and assess potential risks by analyzing patterns and anomalies in financial data.

    Learn More about Copilot

    • BI Tools: Microsoft Power BI

    Transform how you manage your data with easy-to-use dashboards. Improve reporting and data analysis so you can better monitor KPIs, improve forecasting, and keep teams on track.

    Discover Power BI

    Impact: Increase efficiency and reduce costs.

    Modernize Data Management

    Attract and Retain Talent

    Solutions Tailored to Your Top Industry Challenges

    Professional Services

    Streamline project management, financial operations, and resource allocation to deliver superior services with precision and agility across all departments.

    Learn More

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    Consulting Firms

    Streamline project management, financial operations, and resource allocation to deliver superior services with precision and agility across all departments.

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    Field Services

    Manage field operations, optimize schedules, and improve team communication with real-time data and mobile capabilities for timely, high-quality service delivery.

    Learn More

    Distribution

    Manage inventory, streamline logistics, and improve order fulfillment to enhance visibility, reduce costs, and ensure timely delivery, leading to increased customer and employee satisfaction.

    Learn More

    Manufacturing

    Enhance production planning, quality control, and supply chain management to achieve greater efficiency, reduce waste, and respond swiftly to market demands.

    Learn More

    Agribusiness

    Enhance productivity and sustainability in production, cultivation, supply chain optimization, and financial planning to improve yield, reduce costs, and make data-driven decisions.

    Learn More

    Trusted by Leading Firms

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    Phillips Manufacturing
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    Why Finance Leaders Choose Velosio

    01.

    30+ Years of Experience Building Lasting Partnerships

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    Building Long-Term Value

    Velosio specializes in more than just technology implementation. We focus on creating long-term value, developing scalable solutions that evolve with your organization, ensuring a strong return on investment.

    02.

    Proven Track Record of Success

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    Driven by Success: 80% Referral Rate

    More than 80% of our business comes from client and partner referrals. This reflects the trust and satisfaction our clients experience by partnering with Velosio.

    03.

    Unbiased Recommendations and Perfect Fit

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    Expert Tech Solutions Tailored for Your Firm's Unique Needs

    Our team of experts takes the time to understand your unique operational needs and challenges. We use our deep industry knowledge to recommend the best technology solutions, regardless of vendor, ensuring they are tailored to your department's specific requirements.

    04.

    We're Here for the Long Haul

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    Commitment to Long-Term Support

    Velosio's commitment extends beyond initial implementation. We offer ongoing support and guidance to ensure you fully leverage the value of your chosen solutions. Our success is directly linked to yours, and we are dedicated to helping your organization thrive in the digital age.

    What to Expect When You Work with Velosio

    Book a Discovery Call

    We’ll answer all your questions and ensure we are a good fit for your company’s needs.

    Discover Your Tech Solution

    If we’re a good fit, you’ll receive tailored technology recommendations from our team, along with a proposal outlining how we can help you achieve your goals.

    Get Started

    We’ll implement the technology solutions that best address your challenges and provide ongoing support before, during, and after implementation to ensure you maximize ROI

    Tech-Powered: Solutions to Drive Your Success

    Find Your Perfect Tech Fit

    As your company grows and evolves, our industry experts guide you through the complex world of technology solutions. We provide unbiased recommendations, ensuring that even if we don’t offer the perfect fit ourselves, you’ll receive the best solution for your firm’s unique needs. Our success is tied to your success, so finding the optimal solution is our top priority.

    Unlock Your Digital Potential

    Our digital transformation experts become your trusted partner, helping your organization navigate the tech landscape and find the perfect solution, whether cloud, on-premises, or hybrid. We prioritize your success by managing the entire process, minimizing disruption and risk, unlocking your potential, and enabling your firm to thrive.

    Turn Your Challenges into Wins

    We are committed to guiding your company through its evolution, helping you navigate market changes and complexities accurately. Our strategy and transformation services focus on developing innovative strategies and turning challenges into opportunities for growth and long-term success.

    How We Have Helped Other Firms

    Questions about Velosio? We Have Answers

    1. How does Velosio ensure the technology solutions provided will integrate with our existing systems?

    Velosio conducts a thorough assessment of your current technology infrastructure and works closely with your team to ensure seamless integration. Our experts design solutions that are compatible with your existing systems, minimizing disruption and maximizing efficiency.

    2. What kind of support can we expect post-implementation?

    We offer comprehensive support, including regular system check-ups, troubleshooting, updates, and continuous optimization. Our dedicated support team is always available to assist with any issues and to ensure your solutions continue to meet your evolving needs.

    3. How does Velosio stay current with emerging technologies and industry trends?

    We invest in ongoing training and development for our team and actively engages with Microsoft, industry leaders, and technology partners. This commitment ensures that we are always up-to-date with the latest advancements and best practices, which we leverage to benefit our clients.

    4. What sets Velosio apart from other consulting firms?

    Our unique approach combines over 30 years of experience, a client-centric focus, and unbiased recommendations. Our commitment to building lasting partnerships, our proven track record of success, and our dedication to providing tailored, scalable solutions set us apart from other firms.

    5. Can Velosio assist with compliance and data security for our operations?

    Absolutely. Velosio offers solutions that prioritize data security and compliance. We help you implement robust security measures, manage compliance with industry regulations, and provide ongoing monitoring and support to safeguard your operations.

    Our Latest Recognitions

    Contact Us Today!

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