Financial Systems / GL Modernization
Financial Systems & GL Modernization for Agile,
Data-Driven Finance
ERP Modernization: Replace Legacy, Unify ERP
Cloud-native ERP for fast, scalable finance operations.
- Current State System & Process Assessment
- D-365 Finance or BC Platform Selection & Roadmap
- Chart of Accounts, Module Setup, Security Model
- Historical Data Migration & Third-Party System Integrations
- Decommissioning of Legacy Systems
- Training & Cutover Support
Business Central Focus: Simplified ERP for Scaling Firms
Core accounting done right for fast-growing organizations.
- Business Central Core Financials Setup (GL, AP, AR, Cash)
- Chart of Accounts & Dimensions Setup
- Recurring Billing & Bank Reconciliation Automation
- Local Tax & Compliance Configuration
- Role-based Workflows & Approval Chains
- Integration with Payroll, CRM, Shopify, WooCommerce
MGA Transformation: Insurance-Grade Finance Modernization
Designed for insurance MGAs managing premiums, claims, and reporting.
- Insurance-specific Chart of Accounts & Setup
- Premium Billing, Commissions, Bordereaux in D-365
- Integration with Policy & Claims Systems
- Multi-entity & Multi-Currency Handling
- Carrier Settlement & Insurer Reporting
- Compliance Automation (Audit Trails, Trust Accounts, Bordereaux Automation)
Our technology partners are your
Digital Advantage
Transforming your digital journey through our partnerships.
CASE STUDIES
Success Stories Demonstrating Impact of
Our Solutions
Review compelling examples of how our solutions have driven transformation and delivered measurable results for clients.
The Power of Unifying Your Data
Unified data can rapidly transform your organization, offering significant benefits in many areas. Better equip your analysts and decision makers, drive improved resident and staff satisfaction, while at the same time improving quality and enhancing operational efficiencies.
Your Knowledge Hub for IT Innovation
Stay ahead with thought leadership, in-depth research, and engaging webinars on IT and technology modernization.
