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What we transform

Technology aligned to the processes that run your business.

AXILARA starts with business processes, operational problems, and desired outcomes. We then combine Artificial Intelligence, Analytics, Automation, and Microsoft technologies to deliver connected improvements.

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Finance and Accounting

Improve financial control, reporting, collections, cash visibility, approvals, and Philippine tax compliance.

01 Business objectives

Faster close, stronger controls, improved cash visibility, compliant reporting, and reliable financial information.

02 Common challenges

  • Month-end close depends on spreadsheets and manual reconciliation
  • Limited, late visibility of cash and receivables
  • Approvals happen over email with no clear audit trail
  • Philippine tax handling such as EWT and CWT sits outside the system

Before and after

Today: manual and disconnected

  1. Invoices and payments re-keyed from spreadsheets
  2. Approvals chased over email
  3. Month-end reports compiled by hand
  4. Tax handling worked out outside the system

Connected with Triple A

  1. Transactions post once, with EWT and CWT handled in the system (Automation)
  2. Approvals route by policy, with an audit trail (Automation)
  3. Cash, aging, and close status on a live dashboard (Analytics)
  4. Variance explanations drafted for review (Artificial Intelligence)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Finance knowledge assistants, document interpretation, variance explanations, and management summaries.
Analytics
Financial statements, cash flow views, profitability analysis, budget monitoring, aging, and forecasting.
Automation
Posting workflows, approvals, collections, payment processes, bank-related processes, and recurring finance activities.
04

Relevant Microsoft platforms

  • Dynamics 365 Business Central
  • Power BI
  • Power Automate
  • Microsoft 365
  • Azure

Sales and Customer Management

Connect lead management, opportunities, quotations, onboarding, customer engagement, and revenue visibility.

01 Business objectives

Better pipeline visibility, consistent sales execution, stronger customer engagement, and reliable forecasting.

02 Common challenges

  • Leads and opportunities are tracked in personal files
  • Forecasts are assembled manually and disputed
  • Quotations and approvals slow down deals
  • Sales and finance work from different customer records

Before and after

Today: manual and disconnected

  1. Leads tracked in personal spreadsheets
  2. Quotes built and approved by email
  3. Forecast assembled manually each month
  4. Customer history scattered across inboxes

Connected with Triple A

  1. Leads captured and routed to the right owner (Automation)
  2. Quote approval and ERP handoff in one flow (Automation)
  3. Pipeline and forecast visible as they change (Analytics)
  4. Account summaries prepared before each call (Artificial Intelligence)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Sales assistance, account summaries, guided responses, customer knowledge, and opportunity support.
Analytics
Pipeline, conversion, forecast, activity, revenue, and customer-performance reporting.
Automation
Lead routing, follow-ups, approvals, quotations, customer onboarding, notifications, and ERP integration.
04

Relevant Microsoft platforms

  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Power BI
  • Power Automate
  • Copilot
  • Business Central

Procurement and Purchasing

Digitize requests, approvals, vendor management, purchasing, receiving, and spend visibility.

01 Business objectives

Controlled spending, faster approvals, reliable purchasing, and improved vendor visibility.

02 Common challenges

  • Purchase requests arrive through email, chat, and paper
  • Approval routing is unclear and hard to follow up
  • Spend by vendor and category is difficult to see
  • Receiving and invoicing do not match cleanly

Before and after

Today: manual and disconnected

  1. Requests arrive by chat, email, and paper
  2. Approvers are chased one by one
  3. Spend reconciled after the fact
  4. Receipts and invoices matched by hand

Connected with Triple A

  1. Requests submitted through one digital form (Automation)
  2. Approval routing follows purchasing policy (Automation)
  3. Spend by vendor and category on demand (Analytics)
  4. Policy questions answered by an assistant (Artificial Intelligence)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Purchase-document assistance, vendor knowledge, and policy guidance.
Analytics
Spend, vendor, price, delivery, and purchasing performance.
Automation
Purchase requests, approval routing, order creation, receiving, notifications, and exception handling.
04

Relevant Microsoft platforms

  • Business Central
  • Power Apps
  • Power Automate
  • Power BI
  • SharePoint

Inventory and Operations

Improve inventory accuracy, replenishment, warehouse transactions, operational tracking, and resource visibility.

01 Business objectives

Accurate stock, reliable replenishment, efficient transactions, and operational visibility.

02 Common challenges

  • Stock figures differ between the system and the floor
  • Replenishment relies on experience rather than data
  • Transfers and adjustments are recorded late
  • Exceptions surface only after they affect customers

Before and after

Today: manual and disconnected

  1. Counts recorded on paper and keyed later
  2. Reorders based on memory
  3. Transfers updated at the end of the day
  4. Stock-outs discovered by customers

Connected with Triple A

  1. Transactions captured at the point of work (Automation)
  2. Replenishment triggered by stock thresholds (Automation)
  3. Availability and aging tracked continuously (Analytics)
  4. Exceptions summarized for the operations lead (Artificial Intelligence)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Operational assistance, exception summaries, and knowledge access.
Analytics
Inventory levels, movement, aging, availability, stock-outs, and operational KPIs.
Automation
Replenishment, transfers, transaction routing, alerts, and connected warehouse processes.
04

Relevant Microsoft platforms

  • Business Central
  • Power BI
  • Power Apps
  • Power Automate
  • Azure

Projects and Service Delivery

Manage issues, tasks, resources, deliverables, service commitments, and project performance.

01 Business objectives

Improved coordination, issue resolution, resource visibility, and delivery accountability.

02 Common challenges

  • Issues and tasks are scattered across chats and spreadsheets
  • Status reporting takes time away from delivery
  • Resource availability is hard to see
  • Escalations depend on someone noticing

Before and after

Today: manual and disconnected

  1. Issues logged across chats and spreadsheets
  2. Status reports compiled by hand
  3. Escalations depend on someone noticing
  4. Resource availability is guesswork

Connected with Triple A

  1. Issues tracked in one app, each with an owner (Automation)
  2. Escalations and notifications fire on rules (Automation)
  3. Progress, backlog, and risk on one dashboard (Analytics)
  4. Issue and meeting summaries generated for review (Artificial Intelligence)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Project summaries, issue classification, knowledge retrieval, and meeting assistance.
Analytics
Progress, backlog, resource use, service levels, financial performance, and risk visibility.
Automation
Task assignment, escalation, status notifications, approvals, issue workflows, and service processes.
04

Relevant Microsoft platforms

  • Power Apps
  • Power Automate
  • Teams
  • SharePoint
  • Power BI
  • Dynamics 365

Executive Management

Provide decision-makers with trusted KPIs, business summaries, alerts, forecasts, and unified dashboards.

01 Business objectives

Faster decisions, trusted information, strategic visibility, and proactive management.

02 Common challenges

  • Each department reports different numbers
  • Management packs take days to prepare
  • Leaders learn about problems after the fact
  • Reports describe the past without pointing to action

Before and after

Today: manual and disconnected

  1. Each department sends its own numbers
  2. Management packs take days to assemble
  3. Problems surface at month end
  4. Questions wait for the next report

Connected with Triple A

  1. One trusted data model across departments (Analytics)
  2. Scheduled reports delivered automatically (Automation)
  3. Alerts when a KPI moves outside its range (Automation)
  4. Plain-language answers to data questions (Artificial Intelligence)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Executive summaries, natural-language questions, decision support, and alerts.
Analytics
Enterprise scorecards, KPIs, forecasts, trends, and cross-functional dashboards.
Automation
Scheduled reporting, exception notifications, approval routing, and management workflows.
04

Relevant Microsoft platforms

  • Power BI
  • Copilot
  • Microsoft Fabric when appropriate
  • Power Automate
  • Dynamics 365
  • Azure

Workforce and Collaboration

Improve employee productivity, knowledge access, onboarding, requests, collaboration, and everyday work through Microsoft 365 and AI.

01 Business objectives

Productive employees, accessible knowledge, consistent communication, and secure collaboration.

02 Common challenges

  • Knowledge is hard to find and sits with a few people
  • Employee requests rely on email and follow-ups
  • Onboarding is inconsistent between teams
  • Files and permissions are not well governed

Before and after

Today: manual and disconnected

  1. Knowledge sits with a few people
  2. Requests travel by email and follow-ups
  3. Onboarding varies from team to team
  4. Files live in personal folders

Connected with Triple A

  1. Assistant answers from approved company content (Artificial Intelligence)
  2. Requests routed through standard workflows (Automation)
  3. Onboarding checklist runs the same way every time (Automation)
  4. Adoption and workload reporting, where authorized (Analytics)

Illustrative before and after. Specific steps depend on each organization.

03 Triple A application

Artificial Intelligence
Microsoft 365 Copilot, knowledge assistants, meeting summaries, drafting, and search.
Analytics
Adoption, workload, process, and operational reporting where properly authorized.
Automation
Employee requests, onboarding, document routing, notifications, and collaboration workflows.
04

Relevant Microsoft platforms

  • Microsoft 365
  • Teams
  • SharePoint
  • Power Platform
  • Copilot

Ready to transform the way your business works?

Talk to AXILARA about the processes you want to improve, the systems you need to connect, and the outcomes you want to achieve.

Schedule a ConsultationEmail AXILARA