Financial services businesses face a wide range of daily challenges. Rising admin costs and constant changes in regulations mean the ability to keep expenses low, whilst maintaining the highest levels of service can be a real challenge.

Microsoft Dynamics NAV and Dynamics 365 provide financial services businesses with the perfect solution. With process driven automation at your fingertips your team have access to all the information they need to get their job done efficiently.

Taking control of your data has never been easier, trust us, we know!

Dynamics 365 & NAV

Our business management software solutions give you full and varied levels of financial management. From basic functionality like purchase ledger and cash management, to complex accounts schedules and detailed financial reporting.

General Ledger
The ability to set up a company and post to general ledger, chart of accounts, VAT facilities and source codes, to name but a few.

Accounts Schedules
Financial reporting with serious clout! This module allows you to extract only the most essential business data for the chart of accounts, budgets, cash flow accounts and cost types into financial reports that actually mean something.

Work with budgets in general ledger accounts. NAV allows you to print a balance that showcases the variances to the budget by percentage. Work with multiple budgets at any one time and export and import to Excel, allowing you to use all the functionality available in both pieces of software.

Cost Accounting
Gain visibility and control of a company’s costs by providing visibility and insights into budgeted and actual costs of operations at the click of your mouse. Cost accounting matches cost information with general ledger and then uses that information to allocate them to different cost centres and cost objects.

Cash Flow Forecasts
This powerful module allows you to create a prediction of how a business’s liquidity is likely to evolve over time. Using data from cash receipts and cash disbursements you can show a direct cash flow forecast.

Fixed Assets
Keep track of fixed assets such as buildings, machinery and equipment with the NAV Fixed Assets module. Form here you can also post many fixed assets transactions such as; acquisitions, depreciation and appreciation. This module is great for international businesses that need to use lots of depreciation methods.

Find out how your financial services business can take back control and have sustained growth with the help of NAV