Presidio Finance
Finance in D365 doesn't oversee itself.
Specialized application support for the Finance area of Dynamics 365 Finance & Operations. Portal, Knowledge Base, AI Triage and human escalation for companies that need continuity, not another ERP project.
The real problem
What happens after go-live?
Hypercare ends. The partner steps back. Users are left with a complex D365 F&O and operational doubts that no one really oversees.
Finance is left uncovered after hypercare
Post go-live support is bought as a cost to be compressed. When hypercare ends, monthly closings and Italian compliance are left without real oversight.
The partner responds but doesn't oversee the day-to-day
A closed ticket doesn't mean a solved problem. Traditional support acts on incidents but not on operational continuity and real adoption of the system.
Small doubts block more than big problems
It doesn't warrant a project. But without a quick answer it blocks Finance for hours or entire days.
Italian localization is unforgiving
VAT, electronic invoicing, sales tax books, periodic closings: highly critical processes that require specific expertise, not generic support.
You can't open a project for every Finance ticket
Daily operational problems don't have the dignity of a project. But without structured oversight they pile up and produce a negative perception of the ERP.
The service
How Presidio Finance works
Four integrated elements. A continuous and structured operational oversight, not a generic helpdesk.
Support portal
Knowledge Base
Structured repository of articles, procedures and workarounds on the Finance area of D365. Available to consult independently before opening a ticket.
AI Triage (optional)
Specialist escalation
Operational scope
Inside the Presidio. Outside the Presidio.
Presidio Finance doesn’t promise to solve everything. It promises to be present, competent and orderly when Finance needs support on D365.
In the Ordinary Presidio
✓Operational doubts and functional clarifications on D365 Finance
✓Initial analysis of anomalies and application blocks
✓Workarounds and orderly management of Finance requests
✓Support on VAT, electronic invoicing, Italian compliance
✓Periodic closings, banks and reconciliations
✓Training on the job on already configured Finance processes
✓Activation of standard features not yet in use
✓Knowledge Base shared and kept up to date for the client
Out of Scope
×Custom software development or extensive change requests
×Configuration of new modules or rollouts
×Structured training and broad process analysis
×Technical performance, batch, AOS and infrastructure
×Migration from AX as a main program
×Definitive tax or legal audit
Contacts