Business,
Simplified.

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.

News and Case Studies

In: Office 365
Posted: June 12, 2024
When looking to advance your organisation’s processes, having software that adapts to unique business needs is crucial for maintaining a competitive edge. Microsoft Dynamics 365 offers a versatile platform that allows businesses to create bespoke modules tailored specifically to their requirements. This article delves into the importance of bespoke module creation, the process involved, and best practices for developing these customised solutions.
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In: Office 365
Posted: June 5, 2024
If you’re a business owner, you most likely know that understanding customer behaviours and needs is crucial for staying competitive. And right now, integrating the power of AI is the most effective way to go about garnering the deepest understanding of your customer base. This article explores how the integration of Artificial Intelligence (AI) within Microsoft Dynamics 365 can significantly enhance customer insights, thereby improving decision-making and customer satisfaction. By leveraging AI capabilities, businesses can transform raw data into actionable insights, enabling personalised experiences and operational efficiencies.
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In: Office 365
Posted: May 31, 2024
Effective Supply Chain Management (SCM) is pivotal for organisations aiming to achieve operational efficiency, cost-effectiveness, and superior customer satisfaction. Embracing digital transformation, particularly through Dynamics 365 Supply Chain Management (D365 SCM), offers businesses a robust platform to revolutionise their supply chain operations. This article delves into the strategic role of D365 SCM, emphasising the benefits of customisation, integration with other systems, and leveraging advanced technologies like AI and IoT to optimise SCM processes. Supply Chain Management (SCM) forms the backbone of modern business operations, encompassing the entire lifecycle of products from procurement to delivery. In today's interconnected global economy, businesses face challenges such as supply chain disruptions, fluctuating consumer demands, and regulatory compliance requirements. A well-managed SCM not only ensures seamless operations but also enhances agility and responsiveness to market dynamics.
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In: Power BI
Posted: May 22, 2024
Microsoft Copilot is an innovative solution designed to propel your business operations into the future through seamless AI integration. But it’s not just another AI tool. It’s essentially your digital ‘co-pilot’, and it will guide you through the complexities of modern business with unparalleled efficiency and foresight. Here’s what Copilot can do:
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In: Application Solutions
Posted: May 15, 2024
With the rise of AI technologies, the realm of customer service is undergoing a transformation, enabling businesses to deliver more personalised, efficient, and seamless experiences. Introducing Microsoft Copilot, the game-changing AI solution designed to revolutionise customer service operations and elevate the standard of customer interactions.
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In: Cloud
Posted: May 7, 2024
In today's fast-paced business landscape, cloud workflows play a pivotal role in driving efficiency and agility. Introducing Copilot, Microsoft's groundbreaking AI innovation designed to revolutionise cloud flows.
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In: Power BI
Posted: April 30, 2024
In today's business landscape, data analysis serves as the bedrock for informed decision-making and strategic planning. As businesses navigate through an increasingly complex environment, the ability to derive actionable insights from data has become paramount. Power BI, Microsoft's powerful business analytics tool, has emerged as a cornerstone in this endeavour, enabling organisations to visualise and analyse data with unparalleled ease and efficiency.
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In: Power BI
Posted: April 17, 2024
The business not using real-time data to craft strategies in a given market, is a business that may always be on the back foot. Why? Because the need for real-time data has become increasingly crucial for informed decision-making and staying competitive. To meet this demand, businesses are turning to advanced analytics solutions like Power BI and integrating them with their ERP systems. Here, we’ll explore the benefits and intricacies of integrating Power BI with ERP systems for real-time analytics. We’ll also take a closer look at the Strategix and Microsoft Dynamics 365 partnership, and how your business can leverage that pairing to give your analytics a technical boost. Read on.
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In: Power BI
Posted: April 10, 2024
Your client base is arguably the most important contributor to your business’s success. Your customers are your bread and butter, and understanding and engaging with them effectively is paramount to increased growth, and the overall health of your enterprise. Power BI, and its integration with your CRM will give you valuable insight as data into what your clients want and need, and how to better give it to them, so it’s your business they continually come back to. And Strategix and Microsoft Dynamics 365 can give you that capability. Let’s unpack this partnership more.
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Microsoft Solution is for your business?

To learn more, contact us at info@strategix.co.za

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