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Dynamics 365 · Finance & Operations

D365 Finance — close faster, control tighter, survive every audit.

For CFOs and finance directors who are tired of slow closes, manual reconciliations and reports nobody trusts. We implement Dynamics 365 Finance end to end — General Ledger, AP/AR, Fixed Assets, Budgeting, Cost accounting, Tax and consolidations — and we can name every module we configure.

Talk to our finance practice See the coverage
Coverage at a glance
General Ledger & dimensions✓
AP / AR & Fixed Assets✓
Budgeting & cost accounting✓
Tax (GTE) & electronic reporting✓
Why this matters

Finance lives or dies on the close, the controls and the numbers you can defend.

A finance system isn't "modules" — it's whether you can close on time, see margin clearly, and hand an auditor a clean trail. The financial dimension design, the ledger structure, the tax engine and the reporting layer are where that's won or lost. A real finance practice configures all of it. Here's exactly what we deliver.

Coverage across the finance lifecycle

Record, control, report — module by module.

Record

The core ledger

The general ledger and subledgers everything posts into — designed once, correctly.

GL
General Ledger & dimensionsChart of accounts, financial dimensions, ledger & posting setup.
AP
Accounts PayableVendor invoicing, invoice matching, payment proposals & settlement.
AR
Accounts ReceivableCustomer invoicing, collections, settlement & revenue posting.
CB
Cash & bank managementBank reconciliation, positive pay & cash-flow forecasting.
Control & plan

Budget & cost

Where the business plans spend and finally sees true cost and margin.

FA
Fixed AssetsAcquisition, depreciation books, revaluation & disposal.
BUD
Budgeting & budget controlBudget planning, register entries & commitment control.
CA
Cost accounting & managementCost objects, allocations & profitability by dimension.
CC
Credit & collectionsCredit limits, ageing, collection cases & write-offs.
Comply & report

Tax, close & report

The compliance and reporting layer that has to survive scrutiny.

GTE
Tax & Globalization Tax EngineIndirect tax, e-invoicing & country regulatory features.
ER
Electronic reportingConfigurable statutory & regulatory report formats.
CONS
Consolidations & eliminationMulti-entity consolidation, intercompany & currency translation.
FR
Financial reportingManagement Reporter, financial statements & analytics.
The solution map

One finance core, four configured pillars.

Ledger, planning, compliance and reporting — every component built on one finance core, not bolted on later.

Core ledger

GLAPAR

Plan & control

BudgetingCostFA

Tax & compliance

GTEERAudit

Report & consolidate

CONSMgmt ReporterPower BI
Dynamics 365
Finance
The differentiators

Finance-specific configuration.

The settings that separate a finance build that closes cleanly from a generic D365 rollout. This is where we prove the practice.

Dimensions

Financial dimension & ledger design — the signature config

The dimension framework, account structures and posting profiles are the one decision that's brutal to undo later. We design them around how you actually report — by entity, cost centre, project and product — so every transaction is sliceable from day one.

Close

A faster, repeatable month-end close

Financial period close workspace, ledger settlements, accruals, allocations and intercompany — sequenced and rehearsed so the close is a routine, not a fire drill.

GTE

Tax & the Globalization Tax Engine

Indirect tax determination, e-invoicing and country-specific regulatory features configured in GTE and Electronic Reporting — so compliance is configuration, not custom code.

CONS

Multi-entity consolidation & intercompany

Consolidation, elimination, currency translation and intercompany accounting across legal entities — one defensible group view, not a spreadsheet at quarter-end.

Audit

Audit-ready controls & segregation of duties

Security roles, segregation of duties rules, the audit workbench and a complete posting trail — built so your external auditors find what they expect, fast.

The challenges we solve

If this is your finance team, you're who this page is for.

  • "Our month-end takes too long."We streamline the close with a configured period-close process, automated allocations and clean reconciliations.
  • "Nobody trusts the numbers."A dimension design built for your reporting, plus Management Reporter and Power BI — one version of the truth.
  • "Audit and tax are painful."GTE, Electronic Reporting, SoD and a full audit trail designed in from the start — not retrofitted.
  • "Consolidation is a spreadsheet nightmare."Multi-entity consolidation, elimination and intercompany handled in the system, not in Excel.
Dynamics 365 Finance
D365 Finance
The road ahead

On AX 2012 R3 finance today? We move you to D365 — without losing a single close.

Most finance teams still on Dynamics AX run a dimension and ledger design that no longer fits. We re-platform it cleanly onto D365 Finance, migrate open items and balances, and rehearse the cutover around your month-end calendar.

See the upgrade approach
01
Review the finance estateDimensions, ledger, open items and customisations assessed; risk quantified.
02
Redesign & migrateDimension framework modernised; balances and open transactions migrated cleanly.
03
Reconcile, cut over & closeParallel run, reconciliation to the penny, then a controlled first close on D365.
Why Excel Connect Consulting

A practice that speaks finance — not just D365 screens.

Module-named consultants

We tell you exactly which areas our people configure — GL, AP/AR, FA, Budgeting, Cost, GTE, ER — not vague "finance experience".

Finance-fluent SMEs

People who understand a close calendar, a SoD matrix, a consolidation and a statutory return — the discipline, not only the configuration.

Built for the auditor

Compliance-ready controls and a clean trail from day one — comfortable inside regulated, audited finance functions.

Building a Dynamics 365 Finance roadmap?

The close, the controls, tax or consolidation — tell us where you are and a senior finance consultant replies within one business day.

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