TD SYNNEX Newsflash

How AI can be used to transform businesses finance management

Modern Workplace
By TD SYNNEX Newsflash 10th June 2026

Artificial intelligence is changing the way organisations manage finance, creating new efficiencies for SMBs and opening up fresh opportunities across the Partner ecosystem.

With AI and Copilot now embedded into Microsoft Dynamics 365 Business Central, businesses can bring financial and operational data together, automate routine tasks, and gain clearer insight into performance - all within a single ERP platform.

How AI can be used to transform businesses finance management

Ian Turner, UK business manager for Microsoft Dynamics Business Central at TD SYNNEX, said: ‘By embedding AI and Copilot directly into everyday finance workflows through Dynamics 365 Business Central, Microsoft is changing the way finance teams work, giving them a way to get meaningful answers from their data, automate routine tasks, and make more informed decisions, without needing to jump between systems.’

Awareness gap remains for SMBs

While many SMBs are keen to explore AI, a lack of awareness continues to slow adoption. Businesses that could benefit significantly from modern ERP platforms such as Business Central often remain unsure how AI could be applied to their day‑to‑day financial management.

In many cases, SMBs look to their accountancy practices for advice on financial systems. As trusted advisors, accountants are often the first point of contact when businesses consider upgrading or modernising their finance processes.

‘Most SMBs are not aware of how they could make use of AI and bring all their financial data and business information together. As trusted advisors to their clients, accountancy practices are perfectly placed to introduce the idea that, by using AI and modern workplace solutions, businesses can streamline processes and make much better use of their data to gain a competitive advantage. By forming working relationships with accountancy practices this plays an important role in bringing clients and the technology together.’

Opportunities for IT Partners and accountancy practices

This dynamic is creating new opportunities across the channel. By working more closely together:

  • IT Partners can work with professional accountancy practices
  • Offer a complete service and extend your reach to more businesses

Collaboration enables Partners to engage earlier in the customer journey, combining financial insight with technical expertise to help SMBs adopt AI enabled finance solutions more confidently.

Supporting a joined up service model

TD SYNNEX is an authorised and established Microsoft distribution Partner, providing full support for Dynamics 365 Business Central Partners. Through multiple channels, TD SYNNEX is helping to bring expert IT Partners together with accountancy practices to support a more joined up approach.

This includes enabling a complete service offering - from consultancy and implementation to training and ongoing support - helping both Partners and practices deliver greater value to their SMB clients.

As AI continues to shape the future of finance management, collaboration between technology Partners and accountancy firms is expected to play an increasingly important role in helping SMBs unlock insight, efficiency, and long term competitiveness.

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