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Financial Services

A unified view across a growing investment group.

How Team Invest used Business Central to move its business forward.

Linked financial towers stand on a unified amethyst glass foundation.
Team Invest customer story image
Customer imagery from Defacto’s published story.
18+

Companies unified

100%

Data centralization

01 / Customer experience

Situation

TIP Group, formerly Teaminvest Private, is a private equity firm established in 2012. After expanding rapidly and managing multiple acquisitions, the organization faced increasing complexity in managing operations across 18 entities.

02 / Customer experience

The challenge

Outdated systems limited operational efficiency and innovation.

Coordination issues across multiple companies created inefficiencies.

Difficulty in consolidating accounts and managing fixed assets.

03 / Customer experience

The solution

Team Invest adopted Microsoft Dynamics 365 Business Central to unify operations, eliminate legacy systems, and streamline financial processes.

  • Centralized Platform — Unified system replacing legacy applications.
  • Financial Management — Improved consolidation and reporting capabilities.
  • Operational Efficiency — Enhanced collaboration across all entities.

04 / Customer experience

Key outcomes

  • Improved visibility across financial data.
  • Better decision-making using real-time insights.
  • Reduced costs through automation.
  • Higher customer satisfaction via unified experience.

05 / Customer experience

Overall business impact

Business Central transformed Team Invest into a more agile, data-driven organization capable of scaling efficiently.

Read the original customer story ↗

Customer imagery, figures and outcomes from Defacto’s published customer story. Results relate to this engagement.

Planning a similar change?

Trace a complete financial process.

For your organisation, begin with the journey from an operational transaction to its financial result. Review legal entities, approvals, reporting and the systems involved. A representative process gives finance and operational teams a concrete way to evaluate the proposed design and the responsibilities that continue after launch.

  • Which reconciliations still depend on manual work?
  • What history and opening information must move into the new system?
  • Who will validate balances, controls and management reporting?
Explore connected finance

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