Finance

What is a finance system?

What a finance system does, how it compares with accounting software and ERP, and when to upgrade.

Finance systems explained

A finance system records and manages your organisation's financial transactions, from invoices and payments to budgets and reporting.

The term covers everything from simple accounting packages to full ERP systems that also manage stock, purchasing and projects.

What a finance system covers

The core areas most finance systems handle.

General ledger

The core record of every financial transaction.

Sales and purchase ledgers

Invoicing, payments, credit control and supplier bills.

Banking

Bank feeds, reconciliation and payments.

Budgeting

Budgets and forecasts compared with actuals.

Reporting

Financial statements and management reports.

Multi-entity

Consolidation across companies and currencies.

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It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.

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Tell us about your business

Complete a short questionnaire covering your industry, processes and the things you most want to test.

02

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We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.

03

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Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.

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Tell us about your current finance set-up, and we'll help you decide whether it's time to upgrade.

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FAQ

Frequently asked questions

A finance system focuses on financial transactions and reporting. ERP includes finance plus operations such as stock, purchasing and projects.

When it can't handle your entities, users, reporting or integrations, or when month-end relies on spreadsheets.

Yes. It's a full finance system and an ERP, covering finance and operations in one place.

Banking, payroll, CRM, ecommerce and reporting tools, so data flows without rekeying.