D365 + Legacy Dynamics  ·  Managed Operations  ·  Embedded Finance

The Operating Partner for Dynamics Customers.

AI-Powered Managed Support, Finance Operations, and Intelligent Automation for Dynamics 365 and Legacy ERP

Dynamics, Supercharged. Finance, Mastered.

AI-powered managed operations for Microsoft Dynamics, with embedded finance execution and Office of the CFO capability. We help teams stabilize what they run today, improve workflows while the business keeps moving, and modernize when the environment is ready.

Faster response Lower operating cost Better close discipline Legacy + modern Dynamics
Book a Managed Operations Assessment Explore Services
AX · GP · SL · NAV/Navision · BC · F&O · CE/CRM
20–40% Lower Total Cost of Ownership vs. equivalent onshore-only support
25–35% Faster Month-End Close through managed automation and discipline
20–30% Reduction in AP Processing Effort via intelligent automation packs
65–75% Offshore-Enabled Delivery US-led oversight · offshore delivery scale

Indicative benchmarks modeled from comparable US/offshore managed services and finance operations engagements. Actual outcomes vary by environment, scope, and starting baseline.

Platform Coverage
Business Central
Finance & Operations
Dynamics CE / CRM
AX · GP · SL · NAV
Power Platform
2026 Release Wave Tracked
Copilot & Agentic Workflows
Microsoft Dynamics Focused
Dynamics Environments We Improve

Kendra supports organizations across legacy Dynamics, modern D365, custom CRM, business-critical custom applications, and mixed Microsoft business-system estates.

Dynamics AX Dynamics GP / Great Plains Dynamics SL / Solomon Dynamics NAV / Navision Dynamics CE / CRM Custom CRM SQL-Based CRM Business-Critical Custom Apps Business Central D365 Finance & Operations

Modernization does not have to be the starting line. Whether you run AX, GP, SL, NAV/Navision, Business Central, F&O, CE, custom CRM, or business-critical internal applications, Kendra helps improve the operating model you have while building the path to what comes next.

Typical Starting Points

Most engagements begin with a practical operating problem, not a blank-sheet transformation program.

Legacy ERP stabilization CRM + ERP connection Master data cleanup AI use-case prioritization Backlog reduction with protected subscription value

We help turn these starting conditions into a clearer operating path.

What Clients Leave With

Our work is meant to leave teams with clearer priorities, cleaner foundations, and a more usable path forward.

Clearer roadmap More stable environment Prioritized backlog Cleaner data foundation Clearer AI next steps

We focus on leaving the business in a better operating position than where it started.

Operating Goals

Every engagement is anchored to a clear operating goal, whether the client is on a legacy Dynamics platform, a modern D365 estate, or a mixed environment.

Stabilize current systems Improve workflows Automate repeatable work Modernize in sequence Lead AI with control

Stabilize what you run today. Improve while the business keeps moving. Modernize when the environment is ready.

What We Deliver

Six Operating Layers.
One Subscription.

Land with managed support, extend into integration and AI enablement, activate Layer 6 autonomous support operations, then grow into finance operations and Office of the CFO support — all inside one disciplined subscription model. Each layer is designed to stabilize current systems, improve workflows, automate repeatable work, modernize in sequence, or help leadership move ahead with governed AI.

Tier One — Foundation Care

Managed Dynamics Support

Continuous, SLA-backed application management across legacy Dynamics and modern D365 estates — AX, GP, SL, NAV/Navision, Business Central, Finance, Supply Chain, Sales, Customer Service, or Field Service.

BC / CE / CRM / LegacyF&O: $8K–$18K / mo
  • Named support pod with defined response SLAs
  • Release wave monitoring and regression testing
  • Break-fix, configuration, and minor development
  • Monthly service review · Quarterly business review
US-led account management · Offshore delivery pod
Tier Two — Intelligent Care

Intelligent Operations

Contained, auditable AI automations embedded into your Dynamics workflows — tied to measurable outcomes in cycle time, accuracy, and throughput, not vague AI strategy.

Add-on or bundled$1.5K–$5K / mo
  • AI use-case packs: AP, collections, forecasting, case triage
  • Copilot governance, prompt management, and tuning cadence
  • Automation register: risk classification and audit trail
  • Power BI executive dashboards and close cockpit
Human-in-the-loop for all high-risk finance actions
Tier Three — Finance Operations

Finance Operations BPO

Outsourced finance transaction execution by a team working natively in your Dynamics environment — with controls, close-calendar discipline, and segregation of duties.

Bundled: $6K–$18K / mo25–35% faster close
  • AP / AR transaction processing and coding
  • Bank reconciliation and period-end close support
  • Close calendar management and escalation governance
  • Segregation of duties and role-based access controls
65–75% offshore delivery · US functional lead oversight
CRM + ERP Alignment

Legacy CRM + ERP Integration

For organizations running a legacy, custom, or SQL-based CRM — or business-critical internal applications — alongside Dynamics 365 Finance & Operations or Business Central, we help assess the landscape, reconcile core data, define integration patterns, and build a more workable operating model.

Master Data AlignmentIntegration ReadinessAI Foundation
  • Legacy CRM assessment and technical viability review
  • Product, customer, and supplier data reconciliation
  • Shared identifiers and master data governance
  • Integration architecture across CRM, ERP, and custom applications
  • Phased roadmap for retain, evolve, or modernize decisions
  • Semantic-layer and AI-readiness considerations
Assessment-led, architecture-aware, phased modernization support
Tier Four — Office of the CFO Support

Office of the CFO Support

Finance execution and controller support overlaid on your Dynamics stack — cash forecasting, management reporting, board-ready packages, and M&A coordination.

$18K–$35K+ / moMulti-entity ready
  • Controller support and finance execution cadence
  • Cash flow forecasting and working capital management
  • Board, investor, and PE reporting packages
  • M&A carve-in, rollup, and multi-entity transition support
US-led controller and CFO relationships
Autonomous Support Operations

Autonomous D365 Support Desk

A governed autonomous support model that triages tickets, diagnoses common issues, retrieves grounded answers, executes approved remediations safely, validates outcomes, and closes routine Dynamics issues with auditability.

Faster resolutionBetter support ROIControlled remediation
  • Autonomous triage, diagnosis, and grounded response flow
  • Reusable runbooks and support memory built from real ticket patterns
  • Safe remediation for approved scenarios with validation before closure
  • Auditable closure notes and lower manual support burden over time
Microsoft-native orchestration · Human in governance design
Assess Support Automation Fit
Autonomous Support Operations

Most support models preserve friction. Ours is built to reduce it.

Kendra turns Dynamics support from reactive labor into compounding operational leverage. We keep the environment running, identify what should no longer require manual effort, and convert recurring support burden into governed automation, reusable runbooks, controlled remediation, and better support economics over time.

Traditional support models are designed to keep the environment running. Kendra is designed to keep it running and improve it at the same time. As the sixth operating layer in the Kendra model, this support desk sits inside the day-to-day support flow so the same subscription that preserves continuity can also identify repetitive work, recurring issues, manual triage, workflow friction, and approval delays — then convert those patterns into governed automation, reusable knowledge, and better operating leverage.

Traditional D365 support usually delivers

  • reactive ticket coverage
  • repeated manual triage
  • consultant-dependent troubleshooting
  • weak knowledge reuse
  • support spend consumed by recurring friction
  • little reduction in future support burden

Kendra is designed to deliver

  • support continuity
  • faster autonomous triage and diagnosis
  • reusable runbooks and support memory
  • governed automation from real ticket patterns
  • controlled remediation and validation
  • lower support drag over time
  • measurable operating outcomes

Why The Model Matters

Too often, the team handling support is not the team improving the environment. That leaves clients paying to maintain recurring friction without ever converting that knowledge into automation, workflow improvement, or lower operating cost. Kendra is built differently. In Layer 6, the same team responsible for support continuity is also responsible for identifying where automation-led improvement should happen next, so subscription value compounds instead of being consumed by recurring drag.

Autonomous D365 Support Desk

Controlled remediation for Dynamics environments spending too much and getting too little from support.

This is an agentic support operations model for Dynamics 365 environments — not a generic chatbot and not unrestricted production automation. It is built to remove humans from routine ticket flow while keeping governance, policy controls, and production boundaries firmly in place.

Human out of routine ticket flow. Human in governance design.

Not just support coverage. A support layer designed to compound subscription value.

Assess Support Automation Fit
Support Continuity + Automation-Led Improvement

Signals come in from day-to-day support channels, move through a governed support sequence, and return a validated, auditable resolution that strengthens the environment over time. As repeat errors, user mistakes, and avoidable support patterns become visible, the model can surface what should be standardized, automated, or removed from manual support flow next.

Ticket Email Teams Portal Alert
Intake

Ticket, email, Teams, portal, or alert enters the managed support flow.

Classification Agent

Classifies issue type, urgency, environment context, and routing path.

D365 Diagnostic Agent

Checks logs, workflow status, jobs, integrations, and known issue patterns.

Knowledge / RAG Agent

Retrieves grounded answers, reusable runbooks, prior resolution memory, and repeat-error patterns that point to the next automation opportunities.

Remediation Agent

Executes approved fixes for allowlisted scenarios through controlled actions.

Validation Agent

Confirms the result, checks rollback rules, and verifies the issue is truly resolved.

Closure

Updates the ticket, logs the audit record, and closes routine issues cleanly.

Routine support signals in. Governed remediation and auditable closure out.

Kendra does not just deliver services. It delivers outcomes: less operational drag, better support economics, more reusable knowledge, and an environment that becomes easier to support over time.

Lower L1/L2 Support Load

Shift routine questions, known issue classes, and repeated triage out of expensive manual flow.

Faster Triage and Diagnosis

Move from consultant-by-consultant troubleshooting to a more structured, consistent diagnostic model.

Safer Automated Remediation

Use approved runbooks for tightly scoped scenarios where action can be executed and validated safely.

Reusable Support Knowledge

Turn ticket history, repeated fixes, and diagnostic logic into support memory and governed runbooks.

Less Dependency on Named Consultants

Reduce fragility created when support quality depends on whichever person happens to pick up the issue.

Better Support ROI Over Time

Convert support spend into operating leverage as recurring friction is removed instead of preserved.

Best first-fit scenarios

Start where ticket volume is repetitive, resolution logic is knowable, and approved remediation can be safely bounded.

D365 how-to and navigation questions batch job failure triage and rerun workflow stuck diagnosis Power Automate / integration retry security role read-only diagnosis invoice posting error classification sales order release issue diagnosis purchase order workflow issue diagnosis data import package failure classification ticket summarization and closure notes

Automation without uncontrolled production risk

Approved actions only. Allowlisted remediation. Rollback rules. Validation before closure. Audit trail for every action. Privileged financial, configuration, and security changes remain under approval or formal change control.

Kendra targets L4 autonomous execution immediately and L5 controlled remediation for tightly scoped use cases. L6 unrestricted production change is not the model.

L1–L3 Answer, diagnose, recommend.
L4 Execute safe fixes in approved scenarios.
L5 Controlled production remediation through approved runbooks and APIs.
L6 Unrestricted production autonomy is not the operating model.

Microsoft-native architecture, by design

Kendra’s autonomous support model is Microsoft-native by design: Copilot Studio for orchestration, Power Automate for workflow execution, Azure AI Search for grounded retrieval, D365 APIs for controlled remediation, and Microsoft AI Foundry hosted agents for more advanced secure, stateful, tool-using support workflows.

Copilot Studio Power Automate Azure Functions Azure AI Search D365 APIs Microsoft AI Foundry hosted agents

Many support models rely mainly on labor leverage. Kendra goes further: we combine US-led oversight, offshore-enabled delivery, and governed automation to reduce manual support effort, improve resolution consistency, and create better support economics over time.

The value is not just lower-cost delivery. It is a better support model: governed automation, reusable knowledge, controlled remediation, and offshore-enabled execution working together to improve both service quality and support economics, while the production runtime remains Microsoft-native.

AI Operating Model

Workstream

Automated D365 help desk / problem solving

Primary Runtime

Copilot Studio + Power Automate + Azure Functions + Azure AI Search + D365 APIs + Microsoft AI Foundry hosted agents

Role

Autonomous ticket triage, diagnosis, grounded knowledge response, safe remediation, validation, and ticket closure

Measured ROI

Where support spend starts creating
operating leverage.

Kendra is designed to improve support economics over time. The ROI is not just lower hourly cost. It comes from recurring friction removed, backlog reduced, manual touches avoided, and support capacity redirected into higher-value work.

From support spend to operating leverage

The same subscription that protects day-to-day continuity should also reduce future burden. Over time, support visibility becomes reusable knowledge, governed automation, and a clearer operating path.

01

Support Continuity

Keep the environment running with clear ownership, working cadence, and dependable response.

02

Pattern Visibility

See where repeat errors, recurring tickets, and avoidable manual effort are creating drag.

03

Runbooks + Automation

Convert known patterns into reusable runbooks, governed fixes, and better issue memory.

04

Lower Future Burden

Reduce repeated triage, improve yield on subscription capacity, and make the environment easier to support.

01

Lower Support Drag

Repeated triage, consultant-dependent troubleshooting, and recurring tickets consume budget without improving the environment.

02

Better Subscription Yield

The same reserved capacity can support continuity, work through backlog, and advance approved improvement work.

03

Fewer Manual Finance Touches

Workflow cleanup, clearer ownership, and automation reduce low-value effort across finance and operations.

04

Compounding Operating Leverage

As issues are classified, standardized, and automated, the future support burden should fall rather than repeat indefinitely.

How ROI is tracked

We do not position ROI as a theoretical future-state exercise. We track it through friction removed, effort avoided, backlog reduced, and the amount of recurring support work that no longer needs to be repeated.

Track 01 Recurring tickets removed
Track 02 Manual triage avoided
Track 03 Backlog reduced
Track 04 Workflow cycle time improved
Track 05 Support spend redirected into higher-value work
Ways to Start

Clear entry points for different
operating situations.

Most buyers do not start with the full platform. They start with the review that best fits the current environment, the immediate operating pressure, and the next decision that needs to get made.

Best for AX / GP / SL / NAV environments

Legacy ERP Modernization Review

Stabilize the current environment, reduce friction, and define a staged path toward Business Central or Finance & Operations.

Stability firstStaged roadmap
Likely outcomes: clearer priorities, backlog visibility, and a modernization path that does not force an all-at-once move.
Explore This Review
Best for CE / custom apps + modern ERP

CRM + ERP Integration Review

Reconcile data, define shared identifiers, assess integration readiness, and connect custom workflows into the foundation required for reporting and AI.

Data alignmentIntegration readiness
Likely outcomes: cleaner master data, clearer architecture decisions, and a more workable path between CRM, ERP, custom applications, and downstream analytics.
Request This Review
Best for AI prioritization

AI Readiness Assessment

Identify where workflow efficiency, decision support, and practical use-case sequencing should start before more tools get added.

Use-case rankingPractical roadmap
Likely outcomes: ranked first-wave opportunities, quick wins versus later-wave work, and a business-first view of where AI can actually help.
Book This Assessment
Best for controllers and CFO-office teams

Finance Operations Support

Improve reporting rhythm, workflow discipline, execution support, and finance-adjacent operating follow-through across recurring cycles.

Reporting rhythmExecution support
Likely outcomes: stronger operating cadence, clearer ownership, and better coordination across finance, operations, and IT.
Discuss This Start
Best for ongoing support + improvement

Protected Subscription Managed Services

Get managed support, backlog reduction, workflow improvement, automation opportunities, and reserved capacity that keeps creating value.

Continuous supportVisible progress
Likely outcomes: clearer support coverage, prioritized improvement work, and less wasted operating capacity month to month.
Talk Through This Model
Legacy ERP Modernization

Support the environment you have.
Build the path to the one you need next.

Many finance and operations teams are still running important parts of the business on Dynamics AX, Microsoft Great Plains / Dynamics GP, Solomon / Dynamics SL, or Dynamics NAV / Navision. The challenge is rarely just support. It is the widening gap between what the business needs next and what the current platform, team capacity, and roadmap can comfortably absorb.

Kendra helps organizations stabilize those legacy environments while building a sequenced modernization path. That can mean resolving issues, reducing backlog, cleaning up friction around current workflows, and preparing for a phased move to Dynamics 365 Business Central or Finance & Operations when the business is ready.

Legacy ERP Support

Ongoing support for GP and SL environments where finance and operations still depend on the current system every day.

Operational Stabilization

Issue resolution, cleaner ownership, and steadier execution so teams can spend less time reacting to recurring friction.

Backlog Reduction

Practical cleanup of long-delayed fixes, enhancements, and workflow pain points that have been sitting in maintenance mode.

Workflow Improvement

Targeted refinements around reporting, approvals, handoffs, and recurring finance and operations processes inside the current environment.

Business-Critical Custom Apps

Support for proprietary applications and long-running internal workflows that still serve the business well and should not be forced into a replacement agenda.

Phased Roadmap Planning

A staged path toward Business Central, Finance & Operations, or a cleaner mixed-state model that respects business timing, internal bandwidth, and operating risk.

Automation Along the Way

Practical automation and AI use cases that can improve current workflows while the longer-term modernization plan takes shape.

CRM + ERP Integration

Connect the commercial system you have
to the operating model you need.

Many organizations have modernized one part of the estate while leaving another untouched. The result is often a split operating model: Dynamics CE/CRM, a legacy custom CRM, or a SQL-based CRM still carrying years of commercial history, and a newer Dynamics 365 Finance & Operations or Business Central environment expected to support finance and operations without a clean connection between the two.

Kendra helps companies assess, rationalize, and connect those environments. That includes data reconciliation, shared identifiers, integration architecture, governance, and a practical roadmap for what should be stabilized, what should be connected, and what should eventually be modernized.

For business-critical custom applications, the answer is not always conversion. Some systems represent years of operating knowledge and proprietary process design. Kendra helps determine whether those applications should be preserved, modernized, wrapped with integration, or connected into a unified AI-ready landscape alongside Dynamics.

Legacy CRM Assessment

Review the current CRM landscape, technical viability, custom dependencies, and the commercial history the business still relies on.

ERP Integration Readiness

Assess what Business Central, Finance & Operations, or the wider D365 estate needs in place for cleaner connection, ownership, and downstream process reliability.

Master Data Reconciliation

Align product, customer, and supplier data where naming, matching, and structure have drifted across systems over time.

Shared Identifiers & Governance

Define workable identifiers, ownership rules, and governance so commercial and finance data can move with less ambiguity.

Integration Architecture

Clarify the right integration model, sequencing, and control points rather than forcing brittle point solutions.

Custom App Continuity

Assess proprietary applications that support critical workflows and define how they can connect to Dynamics, reporting, automation, and AI without unnecessary replacement.

Semantic Layer & AI Readiness

Prepare the data foundation required for reporting, automation, and AI use cases that depend on cleaner cross-system context.

Intelligent Operations

AI That's Governed,
Not Experimental.

Buyers don't need AI strategy — they need contained, auditable automations connected to throughput, accuracy, and cycle time. Every automation is anchored to a measurable operating metric.

Our AI Thesis

Position AI as a managed capability, not a one-time experiment. Keep human approval in the loop for higher-risk accounting actions. Make governance part of the offer: role design, data grounding, exception handling, logging, and periodic tuning.

01

AP Invoice Automation

Automated invoice capture, coding, and approval routing inside Business Central or F&O — with exception queues and human sign-off for high-value items.

20–30% reduction in AP processing effort
02

Collections Intelligence

AI-prioritized collections queue, automated dunning sequences, and aging exception alerts — so your team works the right accounts, not just the oldest ones.

15–25% improvement in DSO
03

Sales & Demand Forecasting

ML-assisted sales pipeline and demand forecasts surfaced in Dynamics or Power BI — calibrated to your historical data and business seasonality.

Faster planning cycles · Fewer inventory surprises
04

Service Case Triage

Intelligent case routing and sentiment classification for Field Service and Customer Service — automated assignment, priority scoring, and SLA alert management.

Faster first response · Reduced manual triage
05

Month-End Close Acceleration

Automated reconciliation checks, journal entry validation, and close-status dashboards — so your team spends time analyzing, not chasing open items.

25–35% faster month-end close
06

Inventory Exception Management

Real-time alerts for stock-out risk, excess inventory, and slow-moving SKUs — with automated reorder suggestions in Business Central or SCM.

Reduced carrying cost · Better stock availability

Governance Is Part of the Offer

Every automation deployed by Kendra carries a risk classification, defined human-approval thresholds, an audit trail, and a quarterly tuning review. AI should accelerate workflow, extraction, and prioritization — not replace financial control logic. Core accounting rules, approvals, and system-of-record integrity remain anchored in ERP. We maintain an automation register for your records — so you always know what's running, who owns it, and what the exception handling looks like.

Risk ClassificationHuman-in-the-LoopAudit TrailAutomation RegisterQuarterly TuningException Handling
Our Differentiation

The Integrated Offer.
Purpose-Built for Dynamics.

"The best whitespace is not managed services alone. It is the integrated offer — Microsoft Dynamics managed services, AI automation, finance operations, and a controller/CFO layer — delivered with a disciplined US/offshore operating model."
19%
Dynamics 365 YoY Revenue Growth
Microsoft FY26 Q2 earnings
$401B
Global Managed Services Market
Grand View Research, 2025
$65B
Finance & Accounting BPO Market
Grand View Research, 2024
100%
Microsoft-Native Delivery Stack
BC · F&O · SCM · PP · Copilot

Microsoft-Native, Not Generalist

Every SOP, automation, and delivery process is purpose-built for the Microsoft stack — BC, F&O, Supply Chain, Power Platform, and Copilot.

Subscription Model, Not Project Billing

Predictable monthly cost, continuous coverage, and a team that learns your environment — not project SOWs with hand-off risk and escalating change orders. Many organizations begin transformation work thinking they have defined most of the problem, then discover midstream that the initial scope was only part of the real operating work. That is where budgets get consumed by firefighting instead of finishing the original goals.

AI Governed for Production Finance

Every automation has a risk classification, human approval where needed, an audit trail, and a periodic tuning cadence. Built to improve execution without weakening control discipline.

US-Led, Offshore-Powered (25/75 Model)

Executive and controller relationships remain US-based. Delivery, support, and transaction processing are 65–75% offshore by design — enterprise-grade operations at lower mid-market economics.

BC & F&O Delivery SOPs purpose-built for lower mid-market
US-based controller and client engagement lead on every account
AI automation register & governance framework included in all tiers
Monthly service review cadence with defined SLAs across all subscription tiers
Leadership

Leadership shaped by delivery,
discipline, and operating reality.

Kendra exists because too many organizations are surrounded by systems, service providers, and AI tools, yet still struggle with consistency, accountability, and execution. The gap is rarely just technology. More often, it sits in operating discipline: unclear ownership, weak follow-through, fragmented support, and workflows that look capable on paper but break under real operating pressure.

We built Kendra to help finance and operations leaders close that gap with support that is practical, structured, and execution-minded. Not another layer of noise. Not generic transformation language. A steadier operating model for the systems, workflows, and teams the business already depends on.

Kendra sits at the intersection of managed services, finance-adjacent support, AI readiness, and operating follow-through. That point of view comes from leadership experience shaped by business operations, delivery leadership, global execution, and controls-aware environments where rigor matters.

Prabhat Nagaraj, Co-Founder of Kendra Dynamics
Co-Founder

Prabhat Nagaraj

Co-Founder, Kendra Dynamics

Operator-led growth, delivery, and execution discipline

Prabhat's operating perspective has been shaped by business operations, service delivery, commercial execution, and Microsoft- and Dynamics-related services environments where performance is measured by whether teams can keep moving with clarity. His work sits close to the point where systems, delivery teams, and customer expectations either translate into operating confidence or break down under day-to-day pressure.

That matters to Kendra clients because the value is not simply in having more support available. It is in creating a clearer execution model: clearer ownership, more reliable service rhythm, better commercial follow-through, and more practical decisions about where AI or enablement can help without adding unnecessary complexity. He brings a systems-to-outcomes lens that keeps the work grounded in what the business actually needs to run better.

LinkedIn
Meghan Valentine, Co-Founder of Kendra Dynamics
Co-Founder

Meghan Valentine

Co-Founder, Kendra Dynamics

Financial-services rigor, controls-aware execution, and scalable operating discipline

Meghan brings deep experience across business operations, project services, resource management, and financial-services environments where rigor, controls, and execution discipline matter. Her background includes roles at Societe Generale Corporate and Investment Banking, Deutsche Bank, and Goldman Sachs before leading Business Operations, Project Services & Resource Management at HSO India and Philippines.

That experience helps shape Kendra's approach to finance-adjacent execution, delivery governance, compliance-sensitive environments, and the operating discipline that CFOs, controllers, and finance leaders rely on when consistency and accountability matter. It translates into stronger coordination across teams and functions, cleaner follow-through, and a more dependable execution model around work that can easily become fragmented.

LinkedIn

Execution over abstraction

We focus on the workflows, decisions, and handoffs that actually affect operating performance.

Discipline over noise

We help create clearer ownership, steadier processes, and more consistent delivery across functions.

Practical AI over vague experimentation

We identify where AI can improve how work gets done before introducing more tools or complexity.

Finance and operations alignment

We work from the places where finance, operations, and systems execution need to hold together.

Who We Serve

Built for the Lower
Mid-Market on Dynamics.

Organizations on Microsoft Dynamics — legacy Dynamics, modern D365, or mixed estates — that lack deep in-house application support or finance operations depth, without enterprise-grade overhead.

Distribution & Light Manufacturing

Business Central and F&O with deep finance process support — inventory, fulfillment, procurement, and operational finance depth.

Professional Services

Project accounting, billing discipline, utilization reporting, cash forecasting, and controller insight for services-led businesses.

Retail & Omnichannel Commerce

Recurring operational issues, inventory and fulfillment complexity, and frequent reporting needs — with the finance discipline to match.

PE-Backed & Multi-Entity

M&A rollups, carve-ins, and PE portfolio companies needing consistent Dynamics operations, reporting, and controller oversight across entities.

AI Readiness

A practical starting point for
finance and operations leaders.

Most companies have seen the AI tools. Far fewer have translated that attention into meaningful workflow improvement. For CFOs, COOs, controllers, and operations leaders, the challenge is rarely awareness. It is deciding where AI can genuinely reduce manual effort, improve consistency, and help work move faster.

The AI Readiness Assessment is a focused business review, not a generic maturity exercise and not a platform sales pitch. We look at how work gets done today, where teams lose time, where approvals or reporting slow decisions down, and which opportunities are practical enough to prioritize first.

Workflow Friction

We identify where handoffs, rework, delays, and repetitive tasks create avoidable drag across finance and operations workflows.

Role Efficiency

We examine where capable teams are spending time on low-value work that could be accelerated, simplified, or supported more consistently.

Decision Support

We assess where leaders are waiting on summaries, status visibility, or recommendations that should be easier to access and act on.

Data & Process Readiness

We review whether the underlying processes, inputs, and reporting structure are stable enough for AI to be useful rather than noisy.

Priority Use Cases

We narrow the field to the three to five most practical opportunities first, based on effort, business value, and readiness to execute.

What leadership leaves with

At the end of the assessment, you receive a practical view of where AI can realistically help, what should be prioritized first, and what belongs later once the business is ready.

  • A current-state view of where AI can realistically improve how work gets done
  • A prioritized list of high-value use cases worth pursuing first
  • A simple adoption roadmap tied to workflow efficiency and business value
  • A clear view of quick wins versus longer-term opportunities
  • An efficiency-focused recommendation set leadership can act on
Example Output

A typical review ends with a short leadership summary and a ranked first-wave list of practical opportunities rather than a broad transformation deck.

  • Automate recurring management-report assembly and commentary drafts
  • Reduce approval lag in payables, purchasing, or exception handling
  • Surface decision summaries for leaders waiting on fragmented updates
  • Prioritize two quick wins now and three higher-readiness opportunities next
Office of the CFO

Execution support for finance
leaders who need follow-through.

Many finance teams do not need another strategy deck. They need tighter execution, stronger process discipline, clearer reporting rhythm, and better coordination across finance, operations, and IT.

Kendra supports the Office of the CFO through finance operations support, controls-aware workflow improvement, reporting cadence support, and the operational follow-through that helps finance leaders run a more disciplined environment.

Finance Operations Support

Support for recurring finance execution work where consistency, accountability, and cleaner operating rhythm matter.

Reporting Cadence & Follow-Through

Stronger reporting rhythm, clearer ownership, and better follow-through across recurring management and finance cycles.

Controls-Aware Workflow Design

Process improvement with an eye toward approvals, handoffs, consistency, and the discipline finance teams need around execution.

Cross-Functional Coordination

Better coordination between finance, operations, and IT where work often stalls between teams rather than inside a single function.

Resource Planning & Delivery Governance

Improved clarity on who owns what, how work is sequenced, and how delivery stays on track as priorities shift.

Practical AI Prioritization

Practical prioritization for finance and operations leaders who want less manual friction and better productivity, not abstract experimentation.

Subscription Model

Support when you need it.
Progress when you do not.

Kendra's subscription model is built around reserved delivery capacity, not just ticket response. When support demand is high, that capacity is used to resolve issues and keep the business moving. When support demand is lighter, the same capacity is redirected into approved improvement priorities.

That may include backlog reduction, workflow cleanup, reporting support, process improvements, automation opportunities, and practical AI use cases shaped around how finance and operations teams actually work.

Backlog Progress

Advance improvements the internal team has not had time to address while keeping operational support coverage intact.

Workflow Refinement

Tighten recurring handoffs, approvals, and process steps that create drag across finance and operations.

Reporting Support

Clean up recurring reporting needs, management views, and operational visibility work that often gets deferred.

Process Improvement

Apply reserved capacity to agreed operating improvements that strengthen consistency, ownership, and follow-through.

Automation Opportunities

Introduce contained automation where it can reduce manual effort without adding unnecessary platform complexity.

Practical AI Use Cases

Prioritize focused AI opportunities tied to worker efficiency, workflow quality, and better day-to-day execution.

Proof of Approach

What Kendra work looks like
in practice.

The objective is not to leave buyers with abstract promises. The work should result in clearer operating decisions, visible next steps, and an engagement rhythm the business can actually use.

Sample AI Readiness Output

What a review typically produces

A typical assessment ends with a concise leadership summary and a practical first-wave list rather than a broad transformation deck.

  • Current-state summary of workflow friction and decision bottlenecks
  • Ranked first-wave AI use cases tied to business value
  • Quick wins versus later-wave opportunities
  • Workflow and decision-support priorities for leadership
  • Practical next-step roadmap
First 30 Days with Kendra

How an engagement typically starts

The early phase is designed to establish working rhythm quickly, surface real priorities, and begin execution on the most useful work first.

Days 1–10
Assess and Align

Assess the environment, confirm priorities, and establish cadence, stakeholders, and the working rhythm for the engagement.

Days 11–20
Stabilize and Surface

Stabilize friction points, surface backlog, clarify ownership, and make visible where support and improvement work need to begin.

Days 21–30
Execute and Sequence

Begin execution on agreed priorities and define the next wave of backlog, workflow, reporting, automation, or AI-readiness work.

A structured start designed to create momentum without adding noise.

Mini Case Snapshot

A realistic starting pattern

A finance and operations team dealing with legacy ERP friction, backlog, and inconsistent reporting cadence needed a steadier operating model before broader modernization.

Client profile

Mid-market finance and operations team working through support drag, reporting inconsistency, and environment complexity.

Starting problem

Too much reactive support, low visibility into priorities, and no clean sequence between stabilization work and next-phase improvement.

What changed

Kendra helped establish working cadence, clarify ownership, surface the real backlog, and begin with practical stabilization and reporting priorities.

Outcome

The team left with a steadier environment, a more visible backlog, and a clearer path toward the next operating decisions.

Subscription Tiers

Predictable Pricing.
No Project Billing.

Simple, modular tiers for buyers who want commercial clarity early. Ranges below are planning ranges, with final pricing confirmed after a short discovery conversation and scope review.

Foundation Stability, response coverage, and dependable managed support.
Growth Managed support plus finance operations and first-wave automation yield.
Enterprise Full operating platform with finance leadership support and broader automation leverage.
Foundation Care
Managed Support

Continuous Dynamics application management with defined SLAs and a named delivery pod across selected legacy, CRM, and D365 environments.

Typical range: $3,500–$8,000 / month for BC, CE/CRM, or selected legacy Dynamics environments
$3,500+
per month  /  subscription
  • Named support pod & escalation paths
  • Break-fix & configuration
  • Release wave monitoring
  • Monthly service review
  • Out-of-scope policy
Book a Discovery Call
Common Starting Point
Growth — Managed + Finance Ops
Managed + Finance Operations

Application management plus outsourced finance transaction execution — the most common starting point.

Typical: $6,000–$18,000 / month for a 25-user Business Central client with AP/AR support
$6,000+
per month  /  subscription
  • Everything in Foundation Care
  • AP / AR processing & coding
  • Bank reconciliation support
  • Close calendar management
  • AI automation starter pack
  • Power BI executive dashboard
Book a Discovery Call
Enterprise — Full Platform + Office of the CFO
Full Platform + Office of the CFO Support

The complete Kendra platform — managed operations, intelligent automation, finance operations, and Office of the CFO support.

Typical: $18,000–$35,000+ / month for multi-entity F&O with close support and controller oversight
$18,000+
per month  /  subscription
  • Everything in Growth
  • Controller and finance leadership support
  • Cash flow forecasting
  • Board & investor reporting
  • M&A & multi-entity support
  • Full automation register & governance
Book a Discovery Call
High-Value Add-On Packs
AI use-case packs by domainPower BI executive dashboardsClose cockpit & working capital dashboardProject profitability dashboardControls & compliance reviewSOD review & access model rationalizationM&A carve-in & rollup supportStabilization sprint for inherited implementations
Indicative launch ranges (v5 operating model)
BC / CE / CRM / Legacy$3.5K – $8K / mo
F&O Managed + Finance Ops$8K – $18K / mo
Full Platform + Office of the CFO$18K – $35K+ / mo

Ranges are directional budget guidance based on comparable engagements and expected operating scope. Final pricing is confirmed after discovery, environment review, and scope alignment.

How Delivery Works

Questions buyers usually ask
before they engage.

Most buyers want to understand how the work runs in practice before they commit. These are the questions that usually come up earliest in the conversation.

What happens in the first 30 days?
The first month is usually focused on practical assessment, confirming the working rhythm, stabilizing the most visible friction points, making the backlog more visible, and agreeing the initial execution plan. The work typically results in an agreed 90-day priority list, confirmed working cadence, and a visible backlog within the first 3-4 weeks.
Who does the work?
Kendra runs the delivery model with clear ownership, a defined operating cadence, and the right mix of leadership, delivery, and execution support. Buyers should know who is accountable, how decisions move, and where day-to-day execution sits at every stage of the engagement.
How does the US-led / offshore-enabled model actually work?
Leadership, prioritization, and commercial accountability stay close to the client. Approximately 65-75% of execution capacity is offshore-enabled, while all client accountability stays US-based. The intent is not distance. It is a steadier support and delivery model with clearer ownership.
What does “protected subscription value” mean operationally?
When reactive support demand is lighter, reserved capacity is redirected into approved backlog, workflow improvement, reporting support, automation opportunities, or AI-readiness work. That capacity does not sit idle. It continues working against priorities the client has agreed to.
Do you support AX, GP, SL, NAV/Navision, Business Central, F&O, CE, and custom CRM environments together?
Yes, where the engagement makes sense operationally. Kendra is especially relevant across mixed environments involving AX, GP, SL, NAV/Navision, Business Central, Finance & Operations, Dynamics CE/CRM, custom CRM, SQL-based CRM, and modernization or integration transitions where the real issue is how the operating model holds together.
Editorial Roadmap · Launching Q3 2026

Perspectives on Dynamics,
Finance Ops, and AI.

Practical perspective on running a Microsoft Dynamics environment well — from release waves to close discipline to governing AI in production finance. Articles below are pre-launch previews; full pieces publish Q3 2026.

AI Automation

Why AP Automation Is the Right First AI Use Case for Dynamics Finance Teams

AP invoice automation is the most predictable, highest-ROI AI use case for Business Central and F&O teams — how to scope it, govern it, and measure it without a failed pilot.

Coming Q3 2026
Managed Services

What Microsoft's 2026 Release Wave Means for Your Dynamics Operations Team

The FY26 Dynamics release wave pushes Copilot, agentic workflows, and extensibility deeper into Business Central and F&O — what it means for teams without a dedicated managed ops partner.

Coming Q3 2026
Finance Operations

The Controller's Guide to Month-End Close on Dynamics 365 Business Central

A disciplined close calendar, a small offshore processing team, and a few targeted automations can cut your close cycle by 25–35% — here's the playbook.

Coming Q3 2026
Get Started

Ready for a Clearer Next Step?

Book a 30-minute managed operations assessment. We'll review your current environment, identify the biggest operational gaps, and outline clearer next steps, including where a Kendra engagement may fit.

  • Map your current Dynamics estate and pain points
  • Identify automation and finance ops opportunities
  • Get indicative pricing for your specific profile
  • A focused review with clearer next steps

30 minutes  ·  Executive-focused  ·  Practical next steps

Book Your Assessment

Please enter your first name.
Please enter your last name.
Please enter a valid work email.
Please enter your company name.

Your information is kept strictly confidential and never shared with third parties.

We review every request directly. Share a few details and we'll follow up with next steps.