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.
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.
How a group programme runs
Core-system integration is the critical path, so we start there.
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.
Discover
Process workshops, data audit, and a fit-gap against the standard product.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
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.
Frequently asked questions
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