Complete visibility across projects, resources, and financials
Bring project management, resource management, and finance together in a single ERP solution for professional services firms. With Microsoft Dynamics 365 Business Central, you get a unified data foundation that gives you complete visibility into capacity, profitability, and project performance. The result is better decisions, greater efficiency, and a stronger foundation for growth.
The value of ERP for professional services
A feature-rich solution built on Business Central provides:
Synchronization of customers and vendors between project management and financial systems.
Sales invoices automatically transferred from the project system to Business Central as either general journal entries or completed sales invoices.
Purchase invoices and credit notes automatically posted, ensuring the same transaction is never entered more than once.
Projects and engagements automatically created in Business Central.
Timesheets and expenses follow a digital process from entry to invoicing without manual handoffs.
WIP and work-in-progress accounting managed according to your chosen accounting method to ensure accurate revenue recognition.
Reporting that brings together project, financial, and resource data with insights into project profitability, resource utilization, and billing pipelines.
The option to extend the solution with an ERP AI Agent that transforms data into actionable insights and automates time-consuming tasks such as invoice processing and reconciliations.
Get started with ERP for professional services
Mapping your processes
We begin with a discovery workshop, where we review your current solution and gain insight into your workflows, processes, and business requirements.
Together, we examine project and financial workflows, project types, billing models, WIP management, expense handling, and time tracking to establish the right foundation for a solution that fits your business.
From requirements to solution
Once we understand your goals and requirements, we will create a plan covering the timeline, project scope, and consulting services needed. We then begin implementing the solution in close collaboration with your team.
You receive a dedicated test environment where we review transactions together and validate how the solution works in practice. At the same time, your key users receive the training they need to confidently adopt the solution before go-live.
Work smarter with fewer manual tasks
With your new ERP solution, daily operations become more efficient as manual tasks and unnecessary duplicate entries are reduced. More processes are automated, allowing your team to focus on the activities that create the greatest value for the business.
You gain a modern ERP platform that supports your workflows and makes it easier to work in a structured, efficient, and data-driven way using Microsoft's latest ERP technology.
The benefits of combining financial and project management
Bring project management and finance together in Business Central
Whether you want to manage project and financial operations directly in Microsoft Dynamics 365 Business Central or integrate Business Central with a specialized project management solution, we help you create connected processes, automate workflows, and establish a single source of truth for your business data.
Project management in Business Central
For organizations looking for a unified solution for project and financial management. Business Central supports project setup, resource management, time tracking, project budgeting, WIP management, invoicing, and reporting, giving you greater control over project progress, profitability, and resource utilization. At the same time, you gain a real-time view of financials, projects, and operations within a single system.Business Central integrated with a project management solution
For organizations that want the advanced capabilities of a specialized project management platform combined with the financial strength of Business Central. We deliver a proven integration that enables project data, timesheets, budgets, and financial information to flow automatically between systems. This reduces manual work, eliminates duplicate entry, and ensures up-to-date data across the business.
Both approaches provide a complete view of projects, resources, and financial performance. With a shared data foundation and a reliable financial picture of the business, you gain the insights needed to make better decisions, improve profitability, and support future growth.
Talk to an ERP specialist about the right solution for your business.
The benefits of a strong data foundation
Turn data into better decisions with an ERP AI Agent
When project data, resources, and financial information are consolidated into a single data foundation, it becomes easier to use AI across the business. An ERP AI Agent gives employees and management fast access to insights that support decision-making across projects and financial operations.
Instead of searching through reports, multiple systems, and spreadsheets, users can ask questions in natural language and receive answers based on their own ERP data. This provides faster visibility into projects and financial performance, makes it easier to identify exceptions, and improves the ability to respond to risks and opportunities.
The AI Agent can also summarize information, highlight key insights, and automate administrative tasks. The result is faster access to knowledge, better resource utilization, and greater confidence in decisions related to capacity, profitability, cash flow, and growth.
Other ERP services
Take control of your operations with an ERP solution that fits your business
Are you ready to streamline processes, improve decision-making, and build a foundation for scalable growth? Then you’ll love our approach. Built on Microsoft technology with AI at the core. If you’re ready to modernize, we’re ready to deliver.
