AccountingFlow 365
An accounting hub for financial-services companies.
AccountingFlow 365 is the accounting hub for financial-services companies. It receives sub-ledger activity from core banking, lending and insurance systems and posts it to the general ledger under controlled rules.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Sub-ledger intake from core systems | Configuration or manual process | Included |
| Rule-based GL posting | Configuration or manual process | Included |
| Multi-entity consolidation | Configuration or manual process | Included |
| Audit trail per source transaction | Configuration or manual process | Included |
Delivery and support
AccountingFlow 365 is implemented by Software Dynamics on Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does AccountingFlow 365 run on?
Finance & Operations. The listing on this page shows the platform, status and licensing.
How is AccountingFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
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.