Business Central for financial services

The ERP system built to modernise financial services operations. Bring financial data, reporting, risk management and everyday processes together in one secure platform built for growth.

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Why financial services teams need Dynamics 365 Business Central

Agricultural businesses deal with rising costs, unpredictable markets and complex operations. When systems do not connect, planning becomes harder. Business Central unifies your financial, operational and supply chain data, giving you better visibility and control across the farm.

Financial services firms deal with complex reporting requirements, strict regulation and rising cost pressures. When teams rely on disconnected tools, these pressures grow. Business Central connects your core financial data, automates routine processes and helps you manage performance with clarity.

Dynamics 365 Business Central is Microsoft’s all‑in‑one finance and operations platform. It brings your accounting, financial reporting, compliance tasks, operational processes and customer information into a single system.

For financial services organisations, this means you can replace outdated legacy tools and spreadsheets with a modern platform supported by Microsoft security, automation and continuous product innovation. If you want to see how an ERP built for financial services can help you operate with more control and confidence, keep reading.

Meet Business Central: an ERP for financial services

A connected ERP system gives financial services firms the controls they need to manage risk, protect margins and run faster, leaner operations. Here is what Business Central delivers.

Unified financial operations

Bring finance, client billing, asset data, cash flow management and reporting into one connected system. This reduces manual tasks and helps teams work with a single version of the truth.

Improved decision-making

Real‑time dashboards, AI‑powered insights and predictive analytics give leaders a clear view of performance. This makes it easier to spot trends early and respond before problems develop.

Scalable as you grow

Whether you are expanding your service lines, entering new markets or onboarding more clients, Business Central adapts with you. Microsoft’s cloud platform ensures high availability and easy scalability as your needs change.

Cost efficiency

Automate time‑consuming processes such as invoicing, reconciliations and reporting packs. This reduces operational overheads and frees time for client work, analysis and strategic planning.

Strong compliance and governance

Financial services operate under tight regulation. Business Central supports your compliance efforts with audit trails, approval workflows and secure data management. This helps you stay aligned with FCA expectations and internal governance standards.

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Discover how Microsoft Dynamic 365 Business Central works

Why your business needs an ERP

82%

of businesses are utilising an ERP

1 in 5

businesses are dissatisfied with their current ERP

96%

of businesses say using an ERP has contributed to achieving business outcomes

Data taken from a survey we commissioned in December 2024

ERP designed for financial services

From wealth management to insurance brokers and lending specialists, financial services teams face constant scrutiny around accuracy, reporting and client trust. Dynamics 365 Business Central is designed to remove the friction that slows teams down and expose the insights needed for confident decision making.

Financial management

Manage general ledger, cash flow, budgets and financial performance in one place. Teams gain a clear view of costs, revenue and profitability across services and clients, which helps leaders make better decisions.

Operational efficiency

Connect finance with operations, HR, sales and service where needed. This helps remove silos, reduces duplication and shortens administrative processes that take time away from client work.

Compliance and audit readiness

With structured controls, built‑in approvals and detailed audit trails, Business Central reduces the risk of errors and strengthens internal oversight. This makes audits smoother and improves confidence in your data.

Client billing and revenue tracking

Automate billing cycles, streamline fee calculations and reduce manual work involved in reconciling revenue. This supports accurate invoicing and consistent month‑end or quarter‑end closing.

Why financial services firms choose Dynamics 365 Business Central

Real‑time financial reporting

Build accurate reports without relying on manual spreadsheets. Business Central consolidates financial data and produces performance insights that are easy to share with leadership teams.

Cash flow and liquidity management

Monitor inflows and outflows with clarity. Business Central gives you visibility of upcoming obligations, expected revenue and working capital pressures so you can plan effectively.

Risk management

With connected data and real‑time insights, you can identify potential risks linked to cash flow changes, client behaviour or operational bottlenecks.

Client and vendor management

Track client interactions, contracts, service history and billing details in one place. This helps improve the client experience and ensures suppliers are managed effectively.

Data driven insights

Use built‑in analytics to understand performance across departments, client segments and service lines. This helps you make confident decisions and adapt your strategy as conditions change.

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Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Supercharge your operations with an ERP built for financial services

Financial services firms need clarity, efficiency and strong controls to grow. Business Central brings your finance, reporting and operations together in one secure system so you can protect margins and scale with confidence.

To learn more about Business Central, or to see what an ERP for financial services looks like in practice, get in touch via this short form.

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Frequently asked questions

What is Microsoft Dynamics 365 Business Central for financial services?

It is Microsoft’s unified finance and operations system. It helps financial services firms manage accounting, reporting, billing, compliance tasks and operational processes in one platform.

How does Business Central help with regulatory compliance?

It supports compliance with structured approvals, audit trails, secure data storage and role‑based permissions. This helps firms stay aligned with FCA expectations and internal governance policies.

Can Business Central replace multiple legacy systems?

Yes. Many financial services organisations use Business Central to replace separate tools for accounting, reporting, billing, expenses and operational processes.

Is Business Central suitable for small or growing financial services firms?

Yes. The platform is flexible and scalable, which means it works well for boutique firms and large providers. You can start small and add capability as you grow.

Does Business Central integrate with Microsoft 365 and Power BI?

Business Central connects natively with Outlook, Excel, Teams and Power BI. This makes analysis, collaboration and reporting more efficient.

Is Business Central secure enough for financial services?

Business Central runs on the Microsoft Cloud, which includes enterprise level security, encryption and continuous monitoring to protect sensitive financial data.

Can Business Central improve financial reporting accuracy?

Yes. By connecting data sources and automating calculations, the system reduces manual errors and improves the reliability of management reports.

How long does it take to see value from Business Central?

Most firms see improvements in reporting speed, reduced manual work and better visibility of financial performance shortly after go live.

Can Business Central automate billing and invoicing?

Yes. The platform automates many parts of client billing, including fee calculations, recurring invoices and reconciliation.

What insights can Business Central provide for financial services?

It offers real‑time dashboards, predictive analytics and performance insights that help leaders make informed decisions about costs, revenue and growth.