Optimal Case Study: Truvio and Sikich Automate Treasury & AP at Learning Resources, Finance & Supply Chain

Title: Optimal Case Study: Truvio and Sikich Automate Treasury & AP at Learning Resources, Finance & Supply Chain

Speakers:

• Jon Byrd, Director, Sikich
• Ryan Meade, Vice President, Regional Partner Business Development, Truvio

Key Takeaways:

• Treasury and AP automation can significantly reduce manual finance work within Dynamics 365 Finance & Supply Chain at Learning Resources.
• The Truvio–Sikich partnership demonstrates how specialized solutions can extend D365 Finance & Supply Chain, particularly across treasury and accounts payable processes.
• The case highlights a practical path to modernizing financial operations by combining D365 with automation to improve efficiency and streamline core finance workflows.