Unchain advanced financial insights, maximize financial transparency, control budgets, and make better financial decisions in real-time.
Dynamics 365 Finance is a robust financial management application built for medium to large organizations to simplify complex financial processes, manage operations, and gain insights into financial performance. It provides rapid, trustworthy, and comprehensive accounting, financial reporting, and analysis capabilities along with all functionalities required to update accounts efficiently and comply with regulatory requirements. Supercharged with AI, Dynamics 365 Finance takes your agility in financial planning, budgeting, and forecasting to the next level.
Quickly adapt to meet changing financial requirements. Meet local and global business requirements in 37 countries and 42 languages with GDPR compliance and capabilities.
By using built-in controls, gain insights into your financial data and have 360-degree visibility across all departments and cost centers to make intelligent business decisions and stay competitive.
Automate repetitive tasks and reduce cost with capabilities like expense management, vendor collaboration, and recurring invoices. Boost your productivity with mobile apps to work on the go, including offline.
Are you a CFO or a financial leader tired of siloed, legacy systems limiting your financial performance? Do any of the following challenges ring a bell? If yes, let's connect and let Dynamics 365 Finance handle your problems.
Without up-to-date, connected data, forecasting and decision-making are slowed down, affecting the company's agility.
Difficult to extract meaningful & timely insights from hidden trends & patterns within large volumes of financial data.
Lots of repetitive, tedious tasks such as invoice processing, reconciliation, and expensive management leads to errors and stuck up manpower.
Complying with Strict international accounting standards and local regulations is tough without robust controls and audit trails leading to high fraud risks.
Existing systems struggle to scale as business grows. Global operations require managing multi-currency transactions and varying tax laws.
Legacy financial systems do not integrate well with modern digital tools. Connecting financial data with other parts of the organization is critical.
Activate flexible financial management with foreign exchange support, multi-currency, and entity handling in a single instance with predictive financial insights like customer payments and future cash flows.
Proactively reduce write-offs and improve margins by predicting when (or whether) customers will pay their invoices.
Consolidate all transactions from any business module and tag transactions with dimensions for detailed tracking. Leverage a guided, rule-based chart of accounts with a no-code configuration.
Use the built-in intelligent & customizable cash flow forecasting solution to actively monitor cash flow and identify current & future trends.
Manage letters of credit and guarantee, define formats for checks, deposit and transfer bank funds, and more. Accelerate bank reconciliation by importing bank statements and by using matching rule criteria to automatically select transactions.
Create and manage vendor groups, vendors, posting profiles, payment options, charges, promissory notes, deliveries, and parameters regarding vendors. Perform settlements, generate and post vendor payments, and maintain record of invoices.
Receive payments from multiple methods including bills of exchange, cash, cheques, credit cards, and electronic payments. Send reminders to customers for overdue amounts, calculate interest and finance charges, and manage accounts receivable.
Reduce expenses, accelerate workflows, and mitigate risks by using electronic invoicing with integrated electronic signature support. Ensure a uniform user experience when configuring and monitoring the e-invoice process across all countries and regions.
Save time and effort using the intelligent budget proposal feature to analyze historical data and create accurate budgets.
Leverage multi-dimensional budgeting to design budgets across all departments with pre-configured templates tailored to your specific industry. Keep approved budgets traceable through budget codes by using budget register entries.
Use rolling budget forecasts to continuously compare actual results to the budget, providing insights into operational performance while also informing the planning process for the next budget cycle.
Manage your fixed assets by setting thresholds to determine when they should be capitalized. Automatically process transactions such as asset purchases, depreciation, write-downs, value increases, and disposals. Additionally, use allocation keys to proportionately distribute fixed asset transactions and record the associated maintenance and service expenses.
Comply with accounting standards, managing processes such as asset acquisition, disposal, depreciation, and value adjustments (both write-ups and write-downs). Integrate with general ledger, allowing you to easily monitor the current value of all assets.
Customize your financial processes to simplify asset management, accurately monitor asset values, and minimize reporting errors through centralized, automated procedures from acquisition to disposal. Enjoy a modern, intuitive interface that works seamlessly on any device.
Automatically meets compliance standards in 43 countries/regions and supports 48 languages without any extra customization. Leverage flexible tax determination matrix and configurable tax calculation designer to adhere to local tax regulations in global operations.
Leverage the consolidation module to merge financial results from multiple subsidiary legal entities into a single, unified organization. Use pre-built financial reports to get detailed drill-downs across all companies and dimensions, available on demand.
Adapt quickly to changing market demands and drive rapid business growth by providing unified global financials. Use a guided chart of accounts to simplify tax calculation, electronic invoicing, regulatory reporting, and global payments.
Finance offers over 20 pre-built, customizable reports to serve as a foundation for your reporting needs. You can also create an unlimited number of reporting trees to display your organization’s data in various ways.
Consolidate all your financial data from multiple dimensions and business entities for centralized reporting.
Leverage the native integration between Dynamics 365 Finance and Microsoft productivity stack to unify the entire organization.
Gain real-time access to your financial data, uncover trends, and make data-driven decisions through detailed financial reports.
Automate your financial processes while keeping your sensitive financial data secure. Automate workflows and improve business profitability.
Stay connected with your suppliers and make the procurement and payment processes more efficient to boost sales.
Get detailed cash inflows and outflow view to optimize cash reserves. Ensure timely payment collection with automated reminders.
Prevent overspending by keeping track of budgets and effective resource allocation. Address leakages early on to reduce waste and prevent fraud.
Stay compliant with global tax regulations. Calculate tax across different regions and accommodate multi-language and multi-currency business dealings.
Optimize your inventory levels by automating supply chain & procurement processes and reduce operational costs.
Eliminate data silos, automate repetitive financial tasks like recording transactions and maintaining financial ledgers, to boost productivity.
User/Per month
Get an intelligent, automated, and trusted core financial management solution.
User/Per month
Empower people with advanced business performance management capabilities.
At Folio3, we understand your business needs and why your Dynamics 365 Finance solution must be utilized at full potential. We are here to support you and ensure that your solution is driving the desired results. Our services include
At Folio3 we are a certified Microsoft Gold Partner with 4 Solution Partner Designations, and a rock solid commitment to providing you a smooth Dynamics 365 modules implementation experience. We’re a reputed Microsoft partner with over 20 years of experience implementing Microsoft solutions all across North America, Australia, & United Kingdom.
We believe in being not just an implementation service provider, but a true technology partner for our customers, offering a full spectrum of services including consulting, deployment, migration, training, and user support. Our teams work alongside you at every step of the way with 24/7 global support to help you navigate any challenges along the journey.
With over 2 decades of experience, our super-team of certified Microsoft experts are truly the gurus in the game. Their in-depth knowledge serves as an asset for our customers ensuring a seamless experience.
We take pride in distinguishing ourselves from other partners by really being a one-stop shop for all your needs. Our deep subject-matter expertise in industry domains such as agriculture, manufacturing, and retail, has enabled us to build tailored solutions that serve your needs. Our ability to customize workflows, integrations, and modules is our forte.
Our strong portfolio of successful implementations during the past 20 years, is a testament to our reputation of delivering results and being your trusted partner for embracing digital transformation.
Gold Microsoft Dynamics partner with solid foundations and experienced professionals
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
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