A structured close process
Close tasks, owners, deadlines and progress tracked directly in Dynamics 365.
- Financial period close workspace
- Approval workflows
Business impact
- A shorter close
- Fewer missed steps
- Visible progress
Challenges we address
Faster closes, reliable information.
Long closes, manual reconciliations, late reports: finance spends more time producing numbers than analyzing them.
Close tasks organized and automated.
One source of truth.
More time to advise leadership.
Our answer
Close tasks, owners, deadlines and progress tracked directly in Dynamics 365.
Business impact
Automated bank reconciliation, recurring entries, allocations and invoice capture.
Business impact
Multi-entity, multi-currency consolidation with intercompany eliminations.
Business impact
Financial reports, Power BI dashboards and Copilot to analyze variances.
Business impact
Fewer manual steps, more control.
One source of truth for every entity.
Time freed up to advise leadership.
Microsoft technologies involved
It depends on your size, the number of entities and countries, and process complexity. We work through that analysis with you.
Often, yes. A review of the process and current configuration already saves time at every close.
Usually from the first closes after the changes.
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.