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Sectors Sectors · Financial services

ERP for multi-country financial services groups.

The core system stays. The books become Dynamics 365. For a group, that means one accounting-hub rule set across entities and one close.

← Multinationals

What good looks like

Core banking, lending and policy-administration systems hold the transactions; the ledger holds the books. The target is a hub that turns the day's activity into controlled postings, with the source transaction one click away.

Sub-ledger activity from core systems posted by rule, not by hand
An audit trail per source transaction
IFRS 9 and IFRS 16 held in the ledger, not in workbooks
Entity, product and branch dimensions on every posting
A faster, repeatable multi-entity close

What we put in

AccountingFlow 365 as the accounting hub on Finance & Operations or Business Central, with the group chart and dimension model around it.

Rule-based GL posting and a rules catalogue owned by finance
Multi-entity, multi-currency consolidation
IFRS 16 lease accounting through LeasingFlow 365
Maker-checker disbursements through any bank with DisbursementFlow 365
Regulatory and board reporting in Power BI

كيف يدار برنامج المجموعات

Core-system integration is the critical path, so we start there.

Discover: map core systems, products and the posting events that matter
Design: rules catalogue, chart and dimensions, reconciliation points and reporting
Pilot: one entity and one product line in parallel run against the legacy books
Waves: further entities and products, each with its own reconciliation pack
Support: rule changes as configuration, with release-wave testing

Controls and regulators

Banks and insurers answer to different regulators in each country, with return formats and dates set by the authority. We design the chart and dimensions so that returns are a report from the ledger, and confirm specific returns with your finance team and auditor in discovery.

Across jurisdictions

Group reporting under IFRS or a local equivalent, with consolidation and translation designed as repeatable steps. Tax-authority submission and local bank formats are the country layer on the same hub.

How an engagement runs

It starts 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. Four phases follow, each with something you can use and review.

01

اكتشف

ورش عمل للعمليات، تدقيق البيانات، وفجوة ملاءمة مع المنتج القياسي.

02

التصميم

مخطط الحل، خريطة التكامل، والإضافات التي سنحتاجها فعليا.

03

النشر

التكوين، تدريب الهجرة، التدريب القائم على الأدوار، التدريبات غير المدرجة، والانتقال التدريجي.

04

الدعم

هايبركير، الخدمات المدارة، بوابة العملاء، مراجعات التحسين المجدولة.

What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works or run the three-minute readiness score.

الأسئلة الشائعة

Do you replace our core system?

No. The core system keeps running loans, policies and deposits. We build the accounting layer behind it.

How do you integrate with core systems?

Through the system's export or API, mapped in Design and tested with real posting events before cutover.

Can the hub handle IFRS 9?

The ledger holds the postings and the dimensions IFRS 9 reporting needs. We agree the calculation engine and its integration with your risk team in Design.

Which Dynamics 365 product do financial services groups use?

Finance & Operations for groups with many entities and heavy sub-ledger integration, and Business Central for smaller groups. Entity count and integration load decide.

Last reviewed 2026-10-11

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