Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
Engineering Predictable Growth.
A core banking system that does not talk to the ledger, and a reconciliation team that grows with every product.
How we solve it
Finance & Operations as the accounting hub, with AccountingFlow 365, DisbursementFlow 365 and IFRS 16 leasing.
What you get
Sub-ledger integration from core systems
Multi-entity, multi-currency close
Maker-checker disbursements to any bank
IFRS 16 and regulatory reporting
Our approach
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Financial Services & Insurance programmes typically run on Dynamics 365 Finance & Operations, Dynamics 365 Sales & Customer Service, Azure, Data & Integration, with AccountingFlow 365, DisbursementFlow 365, LeasingFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Financial Services & Insurance?
Dynamics 365 Finance & Operations, Dynamics 365 Sales & Customer Service, Azure, Data & Integration. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Financial Services & Insurance?
AccountingFlow 365, DisbursementFlow 365, LeasingFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.