Truvio

What Is Truvio?

Truvio is a cloud-based ERP platform that works with Microsoft Dynamics 365. It is mainly used by mid-size and large companies to manage finance, manufacturing, projects, and day-to-day business operations. Truvio offers features such as Financial Management, Manufacturing Management, Project Management, and Order Management. It links these tasks to Dynamics 365, so companies can use their current ERP data instead of keeping separate databases. This setup connects business processes in different operational areas without replacing the existing ERP environment.

What Is Truvio Best For?

For finance teams working with Microsoft Dynamics 365, Truvio‘s AP Automation stands out for keeping invoice processing within the existing ERP environment. The software handles invoice data capture, approval routing, and invoice matching within the ERP platform. This reduces time spent on manual work. It fits mid-size and enterprise businesses that process high invoice volumes or operate in multiple entities. Keeping these activities connected to Dynamics 365 gives finance teams a single place to manage accounts payable workflows and related records.

How Much Does Truvio Cost?

Truvio pricing is estimated to start around $75-$250/user/month for the Truvio platform, based on ERP market benchmarks. These estimates are intended for general budgeting purposes. Actual pricing may vary based on selected modules, user count, implementation requirements, and business needs.

Estimated Additional Costs

• Implementation And ERP Onboarding: $5,000 – $30,000+. May cover Dynamics 365 setup, workflows, testing, deployment, and training
• Integration And API Development: $2,000 – $15,000+. May include connections with banks, payment providers, shipping systems, and marketplace
• eCommerce, PIM And CMS Configuration: $5,000 – $30,000+. May cover catalog setup, data migration, storefronts, pricing, and content configuration
• Advanced AI And Automation: $3,000 – $15,000+ annually. May include AI workflows, invoice processing, product enrichment, and exception handling through TruvioSense and Dynamo agent

Users generally appreciate Truvio for its extensive functionality and all in one approach. While some users note that the software can be relatively expensive, particularly for companies that need access to a wider range of features and capabilities, the investment may be justified for organizations managing complex, multi-entity operations.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Truvio Integrations

Truvio works with Microsoft Dynamics 365 and supports connections with external business systems through its integration framework and APIs. Its publicly identified connections include:

• nShifts
• Microsoft Dynamics 365 Business Central
• Dynamics 365 Finance and Operations

How Does Truvio Work?

Truvio works alongside Microsoft Dynamics 365, so businesses first connect the relevant Truvio solutions with their existing ERP environment before configuring daily workflows. Follow these steps to get started:

• Access the platform through your connected Microsoft Dynamics 365 environment and log in to Truvio
• Select the relevant solutions for areas such as finance, project management, manufacturing, or order processing
• Configure workflows and approval rules to match how your team handles everyday business tasks
• Connect the required ERP data so Truvio can work with your existing records and transactions
• Run daily processes through the configured workflows instead of handling each task separately
• Review transactions or exceptions that need staff attention and make changes when necessary
• Monitor business activity and update workflows as your processes or operational needs change

Who Is Truvio For?

Truvio software serves a range of industries and sectors, including:

• Manufacturing
• Distribution
• Wholesale
• Industrial supply
• Consumer goods
• E-commerce
• Product-centric B2B businesses

Truvio Use Cases

Based on our analysis of Truvio features, current capabilities, published reviews, and case studies, we have found some of the main ways the platform can help teams in finance, operations, commerce, and manufacturing businesses.

Manufacturing Companies Managing Complex Production Operations

Manufacturers often have to deal with changing production schedules, resource constraints, and material availability while also managing financial processes. As operations expand, keeping production and financial activities aligned can become difficult for different systems and teams. Companies such as Hamamatsu and Blum-Novotest have used Truvio within their Microsoft Dynamics environment to support these operational requirements. This makes the platform relevant for manufacturers that need their operational and financial processes together as their business grows.

Multi Entity Businesses Centralizing Accounts Payable

Business operating in several locations or countries can struggle to maintain consistent invoice processes between entities. BC Invest, for instance, manages 15 businesses in Australia, Hong Kong, Malaysia, Singapore, and the UK. It moved its accounts payable processes to Business Central with Truvio. This type of setup is particularly relevant for finance teams handling invoice processing in multiple legal entities and locations.

Food Manufacturers Moving Away From Paper Based Finance Processes

Food manufacturers that still rely on paper invoices may need to modernize financial processes without disturbing their existing operations. Saltå Kvarn, which processes about 5,000 invoices annually, struggled with the inefficiencies of paper-based invoice handling and moved to digital AP processes with Truvio. By automating invoice capture, routing, and matching within their existing ERP environment, they reduced manual touchpoints and accelerated processing without disturbing their operations. This scenario fits manufacturers dealing with recurring supplier invoices that want to move routine financial processes into digital workflow.

International Manufacturers Managing Financial Operations Across Countries

Manufacturers operating in multiple countries often have to coordinate financial activities in different locations and currencies. Maersk Container Industry does business all over the world, in places like the U.S., China, the Netherlands, and Singapore, creating a need for consistent financial processes in its international operations. Its case study highlights Truvio’s role in modernizing financial processes within its Microsoft Dynamics environment. This makes the platform relevant to manufacturers with geographically distributed finance operations.

Distributors Managing Large Product Catalogs And Partner Network

Distributors with thousands of products and multiple sales partners can face challenges in keeping their product, pricing, inventory, and order information consistent. Brd. Klee manages more than 20,000 products and a network of partner shops through Truvio commerce and PIM. This represents a relevant use case for distributors that need to coordinate large product catalogs and partners-facing commerce operations while keeping core data connected to their ERP environment.

Is Truvio Right For You?

Truvio is worth considering for mid-size and enterprise businesses that already use Microsoft Dynamics 365 and need to coordinate finance, manufacturing, commerce, and operational processes. It may be a better fit for organizations with complex, multi-entity, or international workflows that want to extend their existing ERP environment instead of replacing it.

For organizations that handle personal data, Truvio follows applicable data protection requirements, including GDPR, and provides safeguards for transferring personal data outside the EU/EEA, including EU Commission Standard Contractual Clauses where applicable. Its privacy practices also cover user account, access, and license administration. These measures may be relevant for businesses evaluating data protection alongside operational requirements.

Still not sure if Truvio is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.