infotechGeneral ledger and dimensions
Structure accounts and financial dimensions to support meaningful reporting. Align posting rules and period controls with the way your organisation manages performance.
Dynamics 365 Finance
Clarity for every financial decision.
Connect financial processes, improve visibility and give your finance team more room to look ahead.
Built forCFOs, financial controllers and finance operations
The focusRecord to report and financial control
Our delivery approach The business perspective
Technology witha clear purpose.
As the business grows, disconnected ledgers and manual reporting make it harder to see the whole picture. A shared finance platform creates a consistent basis for financial control and planning.
A finance transformation should improve the way the business closes, controls and understands its numbers. We begin with the financial operating model: legal entities, reporting dimensions, approvals and the relationship between finance and operational systems. That creates a basis for decisions about standardisation, migration and integration. The result to aim for is not simply a new ledger, but a finance process whose responsibilities and information flows are clear enough to support growth.
Explore the possibilities
Built for the workthat matters.
A closer look at the capabilities and decisions that shape a useful solution.
Payables and receivables
Coordinate supplier invoices, customer balances, payments and collection activity. Review the approvals and exception handling that support everyday financial operations.
Cash and banking
Bring bank activity, reconciliation and cash-management processes into a consistent framework. Make outstanding items and ownership easier for the team to review.
Budgeting and planning
Connect financial plans with the structures used to report actual performance. Agree the assumptions, ownership and review process behind management reporting.
Multiple entities
Support a coordinated approach to legal entities, currencies and intercompany activity. Assess local requirements alongside the benefits of shared finance standards.
Financial insight
Design reporting around the questions finance needs to answer. Connect operational context where required and validate the figures against agreed financial definitions.
From capability to everyday value
See itin practice.
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
Financial control · Illustrative scenario
Bring discipline to the month-end close.
Teams maintain separate close checklists and reconcile differences late in the process. Map the dependencies between journals, subledgers and reporting, then agree ownership and review points. Rehearse a complete period close before rollout so unresolved exceptions become visible early.
What to measureClose duration and unresolved reconciliation itemsAgree a baseline and targets with your business owners.
Business growth · Illustrative scenario
Create a repeatable entity rollout.
An organisation needs to bring another business unit onto a common finance foundation. Separate group-wide standards from local requirements, establish a configuration baseline and test the new entity against representative transactions. Reuse what is stable while documenting justified differences.
What to measureEntity readiness and common-process adoptionAgree a baseline and targets with your business owners.
Finance operations · Illustrative scenario
Reduce the uncertainty around approvals.
Supplier invoices move through email and leave little context when approval is delayed. Define the required evidence, approval responsibilities and exception paths. Connect invoice processing to the information needed for review, and make blocked items visible to the responsible team.
What to measureInvoice exception age and approval cycle timeAgree a baseline and targets with your business owners.
The Defacto approach
Clarity at every step.Ownership beyond launch.
We work through your record-to-report and financial management processes, define migration needs and validate controls with your finance team before go-live.
Explore our approach- 01
Define the financial blueprint
Agree chart of accounts, dimensions, entity structures and reporting needs. Work through the controls and operational dependencies before configuring the solution.
- 02
Rehearse the financial transition
Plan opening balances, master data, open transactions and historical access. Reconcile trial migrations and test complete finance cycles with process owners.
- 03
Prepare for the first close
Align cutover with the financial calendar. Give users task-based training and establish support ownership for the first reporting cycles after launch.
A useful first conversation
Bring the context.
We’ll help shape the next step.
A few examples of your current work will make the discussion more specific.
- Legal entities, currencies and reporting requirements
- Chart of accounts and financial dimensions
- Banking, procurement and operational integrations
- Migration balances, open items and reconciliation criteria
Experience you can explore
See the workbehind the words.
Customer experiencede facto Infotech
Putting our own finance transformation into practice.
The implementation of Dynamics 365 automated invoicing and payment processes, significantly reducing delays and digitizing critical financial workflows.
Explore the customer storyMake an informed decision
Your questions.Considered answers.
The right scope starts with a clear understanding of your business, the platform and the work ahead.
Should we choose Finance or Business Central?
The decision depends on operational complexity, entity structure, localisation, processes and the wider application landscape. We compare the requirements against both products rather than using company size alone. Our ERP selection guide explains the questions that make the comparison useful.
Can we migrate in phases?
A phased transition can be appropriate, but the boundaries need careful design. Decide how entities, interfaces and reporting will operate during the transition. A workable cutover plan includes reconciliation, business ownership and a clear approach to any temporary process.
How are local finance requirements handled?
We identify the countries and legal entities in scope, then review relevant product capabilities and any required extensions with your finance stakeholders. The solution design should be validated against your organisation’s requirements before commercial and delivery commitments are finalised.
Explore Microsoft guidance
Your next chapter starts here
What’s your next?
A challenge to solve. An idea to explore. Let’s talk.