Whatever stage you are at with your financial systems, we handle it.
Selecting a platform. Implementing from scratch. Migrating from a legacy system. Optimizing what you have. Rescuing a project that went sideways. Financial systems are not a one-time event — they are a lifecycle. We bring financial operations expertise to every stage of it.
The Problem
Financial systems projects fail for the same reason every time: the people building the system do not understand the business processes the system is supposed to support. But the challenge is not always implementation. Sometimes the problem is upstream — you chose the wrong platform. Sometimes it is downstream — the system went live, but nobody trusts the numbers. Sometimes it is an inherited mess — a previous firm started the work, left, and now nothing works the way it should.
We have seen every version of this. And we handle all of them.
Five Ways We Engage with Financial Systems
Selection & Evaluation
You know you need a new financial system — or you know you need a different one — but the market is confusing and every vendor says they are the right fit. We run a structured evaluation: map your business requirements, score platforms against them, sit through the demos with you, and deliver a recommendation with total cost of ownership, not just license fees. You make the decision with real data, not sales pressure.
Full Implementation (Greenfield)
Starting from scratch — or starting over. We map your financial and operational workflows before we touch the software. Chart of accounts structure, approval workflows, reporting requirements, integration points, and the informal processes that live in spreadsheets and email. We configure the system around your actual business, migrate your data, train your team, and support you through go-live and beyond.
Migration from Legacy Systems
Your current financial system was implemented a decade ago. The vendor no longer supports it. The consultant who configured it is gone. We build migration strategies that preserve your data integrity, maintain business continuity, and get your team productive on the new system — not just trained on it.
Optimization of Existing Implementations
The system technically works. But nobody trusts the numbers, so they pull everything into Excel anyway. We audit your current implementation, identify the gaps between how the system works and how it should work, and execute the optimization plan — without disrupting your operations.
Financial System Rescue
The project went sideways. The previous implementer is gone or has lost your confidence. The system is partially configured, the data migration is incomplete, and your team is frustrated. We come in, assess the damage, stabilize what works, fix what does not, and get the project back on track. No blame, no politics — just the work of making it right.
Platforms
Microsoft Dynamics 365 Business Central
Our primary platform for mid-market companies. Right-sized, cloud-native, extensible.
Microsoft Dynamics 365 Finance & Operations
For larger or more complex organizations that need enterprise-grade capabilities.
Integration
Power Automate, Power BI, custom APIs, third-party connectors.
Engagement Options
| Model | Includes |
|---|---|
| FIS Selection & Evaluation | Requirements mapping, vendor scoring, TCO analysis, recommendation |
| FIS Assessment (Existing System) | Workflow mapping, gap analysis, optimization roadmap |
| Full Implementation | Discovery through go-live, data migration, training, 90-day hypercare |
| Legacy Migration | Migration strategy, data validation, parallel operations, cutover |
| System Rescue | Assessment, stabilization, remediation plan, execution |
| Post-Go-Live Retainer | Ongoing optimization, user support, reporting development |