Blog & Insights

November 18–19, 2026 | Javits Center, New York City | Booth 1232 Finance leaders rarely struggle to find another technology option. The harder question is deciding what will improve the business and what it will take to make that improvement stick. For a manufacturer or distributor, a finance problem can begin well beyond accounting. A late inventory receipt, an unclear costing rule or a break between order entry and billing...

In Episode 9 of our Customer Engagement Reimagined: Practical Innovation for the Modern CRM series, we discussed Turning Usage Data Into Engagement. This month, we turn to a question that sits underneath every automated email, routed case, and AI-drafted reply: how do organizations keep engagement feeling human as more of it becomes digital?    From Efficiency to Empathy For years, digital engagement was measured mostly by speed and volume. How...

Accounts payable teams are often asked to process more invoices, more vendors, and more payment types without adding headcount. Even organizations that consider their AP process automated usually still have manual steps scattered throughout it, such as keying in invoice details, chasing approvers, logging into a separate banking portal, or matching payments to bank activity at month end. Each handoff adds time and creates another opportunity for error.  NetSuite addresses...

N07 / THE AI BUSINESS CASE A fair comparison separates better workflow from better AI. Start with a purchase-order workspace that supports both. By Logan Consulting • 5-minute read Hold the operating conditions steady. Measure workflow improvement separately from added AI assistance. Conceptual illustration. Picture the meeting after an ERP conference. A buyer shows a supplier-change summary that appeared in seconds. The CFO asks how much time it will save....

Getting full value from an ERP system takes more than knowing what each feature does. Organizations also need to understand how those features are best applied to their industry, their processes, and their goals. Product documentation and vendor support cover the first part well, but practical guidance on the second is often harder to find.  The Acumatica Community helps close that gap. By bringing customers, partners, and Acumatica employees together...

Most NetSuite administrators already know where their account’s weak spots are: item records with half-empty fields, vendors no one has paid in years, and custom fields only the original developer understood. People work around these gaps because they know the history. AI does not. It reads your data and configuration exactly as they exist and draws conclusions from them.  That matters now that the NetSuite Next rollout has begun bringing...

The Cash-Close Series Before chasing a higher automatic-match rate, test whether Dynamics 365 is matching the right transaction. Conceptual illustration from Logan's finance-agent field guide. Not a product screen or customer case. Consider an illustrative Friday close. A controller sees a $4,800 withdrawal on the bank statement and two $4,800 payments in Dynamics 365 Finance. One has cleared. One has not. An amount-based match picks a payment, the totals look...

Many finance teams have relied on Microsoft Dynamics GP for years, yet most use only a portion of what the system can do. Month-end close still depends on spreadsheets, reports are rebuilt by hand each period, and approvals happen over email. Over time, these workarounds slow the finance team down and make it harder for leaders to trust the numbers in front of them.  GP already includes many of the...

Microsoft currently offers three purpose-built Dynamics 365 Sales agents with generally available capabilities: Sales Qualification Agent, Sales Opportunity Agent, and Sales Research Agent. The Sales Agent in Microsoft 365 Copilot, which provides conversational access to sales and Microsoft 365 data, also reached general availability in July 2026, though a few of its embedded experiences remain in preview.  The near-term roadmap expands these agents and transitions autonomous outbound engagement from the...

Financial risk rarely shows up all at once. It builds quietly across payments, transactions, and customer behavior until it lands on the books as a write-off, a cash shortfall, or an audit finding. By the time a month-end report catches it, the options for correcting it have usually narrowed.  For NetSuite users, saved searches offer a practical way to get ahead of these issues. By defining the conditions that signal...