Microsoft Dynamics for Financial Services
Your back office should be your competitive advantage, not your biggest operational risk. Microsoft Dynamics gives financial services firms the scalable, compliance-ready financial infrastructure to grow without the manual processes holding you back
Does this sound familiar?
Most financial services firms we talk to have outgrown their back office without realizing it until something breaks. If any of these feel uncomfortably familiar, you're not alone and there's a more resilient way to operate.
Compliance
Compliance reporting is manual, fragile, and one formula error away from a real problem.
Back Office
Your back office is held together by processes that haven’t scaled with the business.
Reconcile
Reconciliation risk is baked in — not because of your people, but because of your system.
Scaling
Every time you grow — new entity, new service line — your workflows break.
Financial infrastructure built to scale with your firm
Most financial services firms we talk to have outgrown their back office without realizing it until something breaks. If any of these feel uncomfortably familiar, you're not alone and there's a more resilient way to operate.
Microsoft Dynamics 365 Business Central gives financial services firms a fully auditable, scalable financial platform that handles multi-entity structures, regulatory reporting, and complex reconciliation natively.
Processes that currently require manual assembly run automatically. Compliance reports pull from live, verified data. And when you add an entity or expand a service line, the system accommodates it without breaking what's already working.
- Multi-entity financial consolidation
- Automated reconciliation
- Audit trail on every transaction
- Regulatory and compliance reporting
- Role-based access controls
- Intercompany transaction management
- Real-time dashboards for leadership
Financial Services
What a successful implementation looks like
One featured outcome story: “A Midwest-based financial services firm managing four legal entities eliminated their manual intercompany reconciliation process entirely after implementing Business Central with Centrum — replacing a process that took two people four days every month with one that runs automatically at period close.” Link to full case studies page.
FAQ
Is Microsoft Dynamics compliant with financial services regulations?
Business Central provides a complete, immutable audit trail for all financial transactions and supports the reporting structures required by most US financial services regulations. For firms with specific regulatory requirements we assess compliance needs during discovery and configure the system and reporting accordingly.
Can Microsoft Dynamics handle multi-entity financial consolidation?
Yes. Business Central supports multiple legal entities within a single environment, with intercompany transactions, eliminations, and consolidated financial statements handled natively. This eliminates the manual consolidation process that most multi-entity firms currently manage outside their core system.
How does Business Central reduce reconciliation risk?
Because Business Central maintains a single ledger with a real-time audit trail, reconciliation becomes a verification step rather than a manual assembly process. Bank reconciliation, intercompany reconciliation, and period-end close all pull from the same live data source, eliminating the version-control risk that comes with managing reconciliations across spreadsheets and disconnected systems.
Can Microsoft Dynamics scale as our firm grows or acquires new entities?
Yes. Business Central is designed to scale with organizational growth — adding entities, users, service lines, or geographies does not require a platform change or a new implementation. Our team structures the initial implementation with your growth trajectory in mind so the system accommodates expansion without disruption to what’s already running.
Client Testimonials
