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Financial Services
Processing Time Reduction: From ~5 days/month manual close to 2 days (≈ 60% faster)
Industry
Financial Services
Region
USA – New York, Texas
Technologies
High Level
Industry
Financial Services
Region
USA – New York, Texas
Technologies
High Level
Unified Financial Insights & Forecasting Hub (Adaptive Financial Reporting)
Are you struggling to consolidate financial data across subsidiaries, currencies, or systems?
This solution brings together fragmented ledgers, forecasts, and KPIs into a single Power BI hub — enabling CFOs to make faster, data-backed decisions.
Finance Workflow Automation for Business Central (Business Central Automation)
Are your finance teams spending hours on journal entries, approvals, and reconciliations every month?
We automate recurring tasks inside Business Central using Power Automate, freeing up time for strategic analysis.
Custom ERP Extensions for Seamless Integrations (BC AL Customizations)
Is your ERP disconnected from payroll, banking, or CRM systems?
We build AL extensions and web services to integrate Business Central with external platforms — reducing manual handoffs and errors.
SharePoint to BI Data Pipeline (SharePoint Data Integration)
Are your financial documents stuck in SharePoint folders with no visibility or reporting?
We automate extraction and transformation into SQL Server and Power BI datasets — enabling audit-ready dashboards.
Unified Email to CRM Sync (Outlook to CRM Sync)
Are client interactions getting lost in inboxes instead of being tracked in CRM?
We sync Outlook emails and notes into Dynamics 365 CRM — ensuring every financial advisory touchpoint is logged and actionable.
Technologies (High Level)
- Microsoft Dynamics 365
- Business Central
- Power Automate
- Azure Logic Apps
- SharePoint
- Business Impact
- Processing Time Reduction: From ~5 days/month manual close to 2 days (≈ 60% faster)
- Accuracy Improvement: From ~91% manual accuracy to 99.8% automated accuracy
- Throughput Increase: From 1 reporting cycle/month to weekly automated cycles
- Annual Labor Cost Before Automation: ≈ USD $200,000
- Annual Labor Cost After Automation: ≈ USD $50,000
- Net Annual Savings: ≈ USD $150,000
- Payback Period: < 6 months
Finance team manually reconciling, validating, and reporting across systems
- Annual Labor Cost After Automation: ≈ USD $50,000
Oversight, exception handling, and dashboard maintenance
- Net Annual Savings: ≈ USD $150,000
- Payback Period: < 6 months