Microsoft D365 F&O

Dynamics 365 finance solutions built around your finance team

Give your finance team one clear system for closing, approvals, and reporting. Our Dynamics 365 Finance solutions cut the manual work, so month-end is faster and the numbers you report hold up.

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Dynamics 365 finance solutions we deliver

We work across the full lifecycle, from first assessment to daily support. Each engagement is shaped around your finance processes rather than a fixed template, so the system reflects how your business records, controls, and reports on money.

Dynamics 365 finance consulting

A clear plan before any build

Most finance problems come from unclear processes, not missing features. We map how your team closes, approves, and reports, find where accuracy and time leak, and give you a practical roadmap.

Offerings:
  • Current finance process review
  • Requirements and fit-gap analysis
  • Chart of accounts design
  • Licensing and scope guidance
  • Phased implementation roadmap

Dynamics 365 finance implementation

Configured, tested, and ready to use

A finance system is only useful when people trust it. We configure ledgers, workflows, security roles, and reporting to match your needs, then test and prepare your team for a controlled go live.

Offerings:
  • General ledger configuration
  • Approval and posting workflows
  • Security role setup
  • User acceptance testing
  • Go-live and hyper care support

Finance process automation

Less manual work, fewer errors

Manual invoice entry, chased approvals, and spreadsheet reconciliations cost your team days each month. We build automated workflows across accounts payable, receivable, and the general ledger, so routine work runs on rules.

Offerings:
  • Automated invoice processing
  • Approval workflow rules
  • Bank reconciliation automation
  • Recurring journal setup
  • Exception-based review flows

Financial reporting and analytics

Numbers you can act on quickly

When leadership asks for figures, finance teams often rebuild them by hand. We connect your finance data to management reports and dashboards, so actuals, budgets, and forecasts sit in one place.

Offerings:
  • Management reporting setup
  • Financial dashboards
  • Budget versus actual views
  • Power BI reporting connection
  • Multi-entity consolidation views

Dynamics 365 finance integration and migration

Connected systems, clean historical data

Finance rarely runs in isolation. We connect Dynamics 365 Finance with your CRM, banking, payroll, and industry systems, and migrate history from legacy tools with validation, so trusted records carry across.

Offerings:
  • Legacy finance data migration
  • ERP and CRM integration
  • Banking and payment connections
  • Third-party application links
  • Data validation and reconciliation

Dynamics 365 finance support and optimization

Steady improvement well after go-live

The first version of any finance system is rarely the last. We handle post-launch support, configuration changes, and Microsoft updates, and keep refining workflows and reports as your business grows.

Offerings:
  • Post-launch user support
  • Configuration change requests
  • Microsoft release management
  • Performance and workflow tuning
  • Ongoing optimisation reviews

Not sure where your finance system is holding you back?

Talk through your close cycle, reporting, and daily pain points with a consultant who works with Dynamics 365 finance every day.

Talk to a Dynamics 365 expert
Service Benefits

Business benefits of Dynamics 365 financial management

Software features only matter when they change how the business runs. These are the outcomes finance leaders tend to see once the platform is set up around their real processes.

Clearer financial performance

When ledgers, sub-ledgers, and budgets live in one place, leadership stops waiting on manual consolidation. You see actuals against budget and forecast as decisions are made, not weeks later.

Faster, smoother month-end

Closing slows when data sits in disconnected systems and reconciliations happen by hand. Connected data and automated postings shorten the close and give your team a reporting cycle they can rely on.

Fewer manual tasks

Invoice entry, approval chasing, and repetitive journals absorb time skilled finance people should spend on analysis. Automating these steps cuts errors and frees your team for the questions leadership actually asks.

Stronger control and audit readiness

Standardized workflows, defined security roles, and complete audit trails make clear who approved what and when. That lowers the risk of errors slipping through and makes audits far easier to prepare for.

Confident multi-entity operations

Running several companies, currencies, or tax regimes on spreadsheets invites mistakes. The platform handles intercompany transactions, currency revaluation, and local tax rules in one place, so consolidated numbers hold up.

Better-informed decisions

Budgeting, forecasting, and planning are only as good as the data underneath. With accurate, current finance information feeding your models, leadership can commit to decisions with more certainty and less guesswork.

Our Approach

How our Dynamics 365 finance implementation works

Every implementation follows a structured path, but the detail is shaped by your business. Here is how we move from first conversation to a finance system in daily use.

Finance process discovery

We start by understanding how your finance team works today, from the close cycle and approvals to reporting and compliance needs. This shows us where the real problems sit before any configuration begins.

Solution and architecture planning

We turn those findings into a practical design covering your chart of accounts, entities, currencies, integrations, and reporting. You get a clear picture of scope, sequence, and what the finished system will do.  

Configuration and customization

We configure Dynamics 365 Finance to match your processes and add customisation only where standard functionality falls short. The aim is a system that fits your business without extra complexity to maintain later.

Data migration and integration

We migrate financial history from your existing systems with validation and reconciliation, and connect Finance to the CRM, banking, and applications your team depends on. Nothing goes live until the data holds up.

Testing and user readiness

We test the system against real finance scenarios and walk your team through the processes they will use daily. People reach go-live knowing the system, not learning it under pressure.

Deployment and ongoing optimization

We manage a controlled go-live with close support through the first month-end, then keep refining configuration, reports, and workflows as your needs change. The work does not stop at launch.

Ready to build a finance system your team can rely on?

Our consultants scope the work, agree a realistic plan, and deliver it with your finance team, not around them.

Start your Dynamics 365 project
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Dynamics 365 Finance is Microsoft's cloud-based finance and accounting platform. Businesses use it to manage the general ledger, accounts payable and receivable, budgeting, fixed assets, cash management, and financial reporting in one place, with support for multiple companies, currencies, and tax rules.

They cover the full journey: consulting and planning, configuration and implementation, process automation, reporting, integration, data migration, and ongoing support. The right mix depends on whether you are adopting the platform for the first time, upgrading, or improving an existing setup.

Timelines vary with the number of entities, the complexity of your processes, integrations, and how much data needs migrating. A focused single-entity rollout is far quicker than a multi-country deployment. We give a realistic timeline after discovery rather than a fixed number upfront.

Cost depends on scope: entities and currencies, integrations, customization, data migration, and licensing. Microsoft licensing is separate from implementation work. We scope these factors during planning, so you get a clear estimate tied to your requirements instead of a guess.

Yes. Finance connects with CRM platforms, banking and payment providers, payroll, and industry-specific applications through native connectors and APIs. Integration is planned around the systems your finance team already relies on, so data flows without manual re-entry.

Yes. We migrate general ledger balances, master data, and transaction history from legacy ERP or accounting systems, with validation and reconciliation at each stage. The goal is opening balances and records you can trust from day one.

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