Modernize Finance, Cut Risks, and Unlock AI

Logistics finance leaders: book a free session to identify your finance bottlenecks, uncover ROI opportunities, and get tailored AI and automation recommendations.

Finance Under Pressure in Global Logistics

Finance teams in logistics service providers (LSPs) are under more pressure than ever. As FreightTech accelerates operations and customer expectations rise, finance can no longer afford to be reactive.

In global logistics— an industry facing increasingly volatile costs and complex multi-entity compliance— finance teams are increasingly expected to contribute to high-level strategy, guiding decisions that shape resilience and growth.

In short, CFOs have the potential to shift from mere risk managers into true allies for innovation. But, often, their systems are holding them back.

Finance in Transit: From Back Office to Control Tower

Finance is the fiscal lifeblood of logistics firms, providing a critical link in the decision chain. The rise of big data is underscoring this role, yet many global LSPs are still burdened by:

manual processes,
fragmented systems,
and delayed insights.

In a sector where margins are thin and complexity is high, this gap represents a real competitive threat.

Modern Finance changes that. With the right tools, teams can leverage data insights, automation, and advanced analytics to make proactive, informed decisions.

Considering the scale, speed, and complexity that multinational logistic service providers (LSPs) require, this is no small task.

That’s why HSO has partnered with Microsoft and Aptitude Software to enable finance departments to fulfill their role as enablers of strategic business goals.

With our combined expertise, we are empowering the next generation of finance leaders with tools that automate data-centric tasks and leverage AI to open new business opportunities.

Did you know?

75% of finance teams spend 6 hours per week recreating financial reports, amounting to 300 hours per year.

According to the 2024 Insightsoftware Finance Trends Report. The top three most time-consuming reporting tasks for finance units are:

60%
Tax Preparation
59%
Financial Statement Creation
57%
ERP Maintenance and Data Management

44% of the 1,700 Finance and IT executives see Data Quality and Reliability as a top obstacle.

The 2024 Autonomous Finance Benchmark Research stated that as a top obstacle jeopardizing strategic decisions. According to the same research, the top three areas where businesses will see ROI in the coming 3-5 years are:

Data Analytics and Business Intelligence
Financial Management and Reporting
Customer Relationship Management

Our Three Keys to Unlocking Autonomous Finance

Without a strong foundation, you can’t visualize the path to realize your vision. That’s why we’ve crafted a three-tier layered approach to help finance teams uncover their strategic superpowers and drive real impact.

Unlock Data: Say goodbye to spreadsheet chaos and hello to clarity, confidence, and control.
Unlock Digital: Free your finance team from repetitive tasks and slow reporting cycles.
Unlock AI: Deploy AI and agents to detect patterns, automate reconciliation, and guide strategic decisions with predictive insights.

#1 Unlock Data: The Foundation of Modern Finance

The basics of finance modernization start with a robust data strategy. Without unified, actionable data, you’ll be stuck in the weeds.

Data Management: No more conflicting info. Identify gaps in your current data ecosystem and create a structure that consolidates information into a single truth.
Data Infrastructure: Build scalable, flexible systems that grow with you and integrate seamlessly with existing tools like Microsoft Dynamics 365 Finance and Operations.
IT Strategy: Harmonize processes across departments to create an efficient, well-oiled machine.

The result? Ready-to-use data consolidation templates, task checklists, and prototypes for unified structures that reduce mistakes and save you time.

#2 Unlock Digital: Automate Manual Processes

Modern Finance is digital by nature. By embracing the cloud and modern ERP systems, you can automate processes and shatter standard financial reporting timelines.

Cloud: Serves as the backbone for real-time financial operations and analysis.
ERP Modernization: Shift from manual processes to automated workflows with Microsoft Dynamics 365 Finance.
The average timeline for month-end closing is 6.4 days. Wouldn’t you rather spend that time making your business better?

The result? Near real-time reporting that reduces time spent on month-end and year-end closings, freeing up resources for strategic tasks.

#3 Unlock AI: The Holy Grail of Business Insights

Modern Finance is autonomous. Proactive instead of reactive. By analyzing historical data and offering predictive insights, AI tools light up the path to make risk-conscious decisions on the way to your goals.

Automated Processes: Free your team from repetitive tasks.
Autonomous Agents: Turn finance into a trusted advisor with AI enabled, self-improving functions that detect patterns in big data and turn it into actionable insights.
Strategic Planning: At its peak, AI drives a prescriptive model. Decide where you want to take your business, and it’ll tell you what to tweak to get there.

The result? Personalized Finance AI Copilots and digital agents that streamline operations, helping your team focus on big picture strategy.

Where can your organization most benefit from modern finance?

Get a free finance modernization plan to discover how your finance team can move from reactive reporting to strategic leadership.

Not your grandfather's bookkeeper

Built on Microsoft, Customized by HSO, Powered by Aptitude

This is not our first rodeo. HSO, Microsoft, and Aptitude Software have come together to develop a comprehensive solution for modernizing finance departments. This trinity combines unique, battle-tested finance modernization tools with Microsoft’s cutting-edge cloud and AI technologies to make the most of today’s dynamic market trends.

HSO leverages expertise across industries to adapt Microsoft Dynamics 365 Finance, Power Platform, and Aptitude Fynapse to the unique needs of each client. We augment these with our DnA Data and Finance frameworks to enable insight-revealing, near real-time reporting.

Key benefits of our collaborative solutions include:

Unified Data
Ensures compliance and accuracy across all financial operations.
Near Real-Time Flexibility
Harness data visibility with intuitive dashboards and analytics.
Composability
Build a platform that fits your business needs like a glove and add features as requirements change.
Scalability
A flexible cloud infrastructure that grows with your organization.
Automation
Streamline settlement and payment processes.

Access Our Whitepaper With 3 Transformation Frameworks and 6 ROI Benchmarks

This whitepaper is a guide where we explore:

the evolving role of finance departments,
technological advancements enabling change,
and practical use cases that businesses can take to modernize their financial operations.

Explore our proven roadmap to Modern Finance.

Get the Full 2025 Trends Report

Our Proven Approach: Modern Finance Discovery & Diagnostics

Benchmark your current finance maturity and chart the best path forward.

What you'll get:

Finance Maturity Assessment: Understand where your finance function stands today—Traditional, Modern, or Autonomous.
Tailored Recommendations: Whether you’re using Dynamics or not, we’ll map out optimization opportunities, agent & AI use cases, and next steps aligned to your business goals.
Strategic Roadmap: Receive a personalized roadmap to modernize your finance operations—built on best practices and adapted to your unique challenges.
ROI Snapshot: Quantify the potential impact of modernization with real numbers and named client examples.

Why It Matters

Cut Costs & Reduce Risks
Spot inefficiencies and compliance risks before they impact your bottom line.
Accelerate Transformation
Skip months of internal analysis—get expert insights in just weeks.
Build Your Business Case
Use our business control model heatmap and ROI snapshot to align stakeholders and justify change.

Start Your Journey

Get Free Finance Modernization Plan

Get a Free
Finance Modernization Plan

In our 2-hour Modern Finance Envisioning session, together, our industry director will work with you to:

Identify your current finance and IT challenges against business goals.
Map your operational landscape and governance needs.
Curate tailored recommendations based on your overall business and strategic goals.
Explore real-world use cases of automation, AI, and agents that are relevant to your organization .

Why join?

Because modern finance isn’t a luxury—it’s a competitive necessity. Let’s uncover how your finance team can move from reactive reporting to strategic leadership.

Get a Free Finance Modernization Plan

Success Story: Financial Advisory Firm

A leading US insurance brokerage, partnered with HSO, Microsoft, and Aptitude Software to modernize its finance department. By implementing an integrated solution with Dynamics 365 Finance, Power Platform, and Aptitude Fynapse, they achieved:

Improved Compensation Management: Full visibility into settled accounts via the Producer Compensation Hub.

Automation: Streamlined carrier statement matching and settlement processes.

Revenue Recognition: A seamless feed for accurate, incremental revenue reporting.

This transformation boosted our customer’s agility, accuracy, and transparency, enabling them to respond quickly to market changes and customer demands.

Read the full story

“Executing international finance implementations is not just a job for HSO, it’s who we are.”

Georgiana Stuparu D365 Team Lead

Get a Free Finance Modernization Plan

In just 2 hours, you'll walk away with:

Actionable insights tailored to your logistics firm
A clear roadmap for finance transformation
Benchmark-backed ROI potential

Trusted by global leaders like Royal Terberg Group and Thomas Concrete Group, HSO delivers a Modern Finance framework that helps logistics firms unify systems, automate operations, and scale with confidence.