ERP for Financial Services
Enterprise resource planning (ERP) software for financial services helps businesses streamline and automate their financial processes. ERP systems provide a comprehensive set of tools that enable efficient operations, including bookkeeping, accounting, budgeting, forecasting, billing and payments processing. Strategix’s Financial Management ERP software is an invaluable tool for any organisation looking to manage its finances more effectively. With our solution, you can achieve greater visibility into the performance of your business’s finances – an operational metric that’s key to success.
We know your challenges
Data plays an increasingly important role in the financial services sector as digital transactions and services become more commonplace. Data-driven insights provide organisations with the ability to identify patterns, trends and opportunities that can help leverage profits while reducing risk. And that’s where we provide the solve to the challenge – Strategix’s ERP management software for financial services helps organisations gain visibility into their operations, improve operational efficiency and make better decisions based on real-time data.
Finance ERP Software
CHALLENGE
Accounting services (Bookkeeping services)
HOW WE SOLVE THE PROBLEM WITH MICROSOFT DYNAMICS 365 BUSINESS CENTRAL & FINANCE AND OPERATIONS
Microsoft Dynamics 365 be used by an Accounting firm doing accounting services on behalf of other companies. Multiple companies can be setup on one database on-prem or cloud based.
CHALLENGE
Intercompany transactions
HOW WE SOLVE THE PROBLEM WITH MICROSOFT DYNAMICS 365 BUSINESS CENTRAL & FINANCE AND OPERATIONS
A Group of companies can be setup on one instance of the solution and can be setup to handle intercompany transactions automatically. Reducing the need for double booking transactions.
Microsoft Dynamics 365 Business Central & Finance and Operations Professionals
Increase IT system agility, availability, and scalability
CHALLENGE
Company Consolidation
HOW WE SOLVE THE PROBLEM WITH MICROSOFT DYNAMICS 365 BUSINESS CENTRAL & FINANCE AND OPERATIONS
Multiple companies as part of a group can be setup on one or more instances and be consolidated into a holding company or even multiple groups rolled up on multiple levels and % shareholding is considered with the correct currency required by the consolidation company
CHALLENGE
Late payment penalties
HOW WE SOLVE THE PROBLEM WITH MICROSOFT DYNAMICS 365 BUSINESS CENTRAL & FINANCE AND OPERATIONS
Payment terms can be setup to suggest penalties to be applied to debtors accounts that don’t adhere to the agreed terms.
Do you know what the best
Microsoft Solution is for your business?
To learn more, contact us at info@strategix.co.za
