Microsoft Dynamics 365 Finance analyzed across every entity

Ideas to put to work

Finance analysis across every entity, built from the ledger itself.

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  Entity-by-entity management pack

  Sofia reads general ledger journals for each legal entity, builds the consolidated view in Excel, and drafts the commentary in Word.

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  Quotations from the opportunity

  When a Salesforce opportunity reaches proposal, Sofia creates the sales quotation with the agreed lines, with your approval.

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  Invoices for signed engagements

  Sofia reads the completed engagement letter in DocuSign and creates the free-text invoice for the customer, with your approval.

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  Supplier spend analysis

  Sofia reads purchase orders and payment journals by entity and shows where spend concentrates and which suppliers to renegotiate.

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  Journals prepared from schedules

  Sofia reads accrual schedules in your Excel workbook and creates the ledger journal, with your approval.

Works well with

• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft WordWord processor for letters, reports and contracts
• SalesforceCRM for accounts, contacts and sales pipeline
• DocuSignElectronic signatures and agreement workflows
• QuickBooksAccounting software for small and mid-sized businesses
• XeroCloud accounting for small businesses
• NetSuiteCloud ERP for finance and operations
• FFreshBooksInvoicing and accounting for service businesses