Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
Engineering Predictable Growth.
A core banking system that does not talk to the ledger, and a reconciliation team that grows with every product.
How we solve it
Finance & Operations as the accounting hub, with AccountingFlow 365, DisbursementFlow 365 and IFRS 16 leasing.
What you get
Sub-ledger integration from core systems
Multi-entity, multi-currency close
Maker-checker disbursements to any bank
IFRS 16 and regulatory reporting
Financial services: from core systems to compliant statements
The core systems stay as they are. The accounting hub, Dynamics 365 Finance and the Microsoft data stack turn their activity into controlled, auditable reporting.
Dynamics 365
General ledger, consolidation, payables and customer engagement
Azure
Secure integration from core systems and data services
Power Platform
Workflow for approvals, exceptions and case handling
Power BI & Fabric
Regulatory, management and IFRS reporting on one data set
Copilot & agents
Reconciliation support and exception summaries, with human approval
Microsoft 365 & Teams
Approvals and review in Teams and Excel
Start Core banking, lending and insurance systems
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Source Receive sub-ledger activity Lending, deposit, treasury and insurance activity arrives from the core systems. Azure AccountingFlow 365 Integration Core-system feeds through Azure integration services
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Classify Apply the posting rules Rule-based posting decides accounts, dimensions and IFRS classification at the point of summarising. Dynamics 365 AccountingFlow 365 Control point
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Post Post to the right entity Summarised journals post to the general ledger of each entity and currency. Dynamics 365 AccountingFlow 365
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Reconcile Reconcile source to ledger Source totals, the hub and the ledger are reconciled, with exceptions routed for review. Dynamics 365 Power Platform Copilot & agents Control point
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Account Run leases and IFRS adjustments Lease schedules and IFRS adjustments post inside the ledger. Dynamics 365 LeasingFlow 365
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Pay Release payments under dual control Maker-checker batches go to the bank through one gateway. Dynamics 365 Microsoft 365 & Teams DisbursementFlow 365 Integration Bank formats including ISO 20022 Control point
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Consolidate Close and consolidate Multi-entity, multi-currency results consolidate on a group design. Dynamics 365
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Report Report to management and regulators Statements, regulatory returns and MPM reconciliations come from the same trial balance. Power BI & Fabric Microsoft 365 & Teams Integration Reporting on Power BI and Excel
Result Reconciled books, payments and regulatory reporting
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
01
02
03
04
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.
Platform and products for this sector
Financial Services & Insurance programmes typically run on Dynamics 365 Finance & Operations, Dynamics 365 Sales & Customer Service, Azure, Data & Integration, with AccountingFlow 365, DisbursementFlow 365, LeasingFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Financial Services & Insurance?
Dynamics 365 Finance & Operations, Dynamics 365 Sales & Customer Service, Azure, Data & Integration. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Financial Services & Insurance?
AccountingFlow 365, DisbursementFlow 365, LeasingFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
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.