Financial Services

As a financial services firm you face unprecedented challenges such as increasing demands from customers and shareholders, intensifying pressures to drive continued cost efficiencies and even greater compliance and regulatory requirements.

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Microsoft Dynamics GP for Accounting and Financial Management

There’s no doubt that the financial services industry is changing. It always does. To navigate these changes and challenges, organizations are turning their focus towards creating and enabling new software solutions that unite and integrate the customer with digital and product-centric models.

Financial Services Professionals can use Dynamics GP to drive profitability and growth through innovation. Get the insight and flexibility you need to keep up with changes in customer trust, demographics and demand with software that extracts the most essential business data from budgets, cash flow accounts and financial reports.

Why Dynamics GP is right for your Financial Services firm

See Clearly with Cash Flow Management

Don’t let budgets get out of your control

With customizable views and forecasting tools you can now control, predict, and monitor inflows and outflows that track a company’s liquidity over time.

Streamline Your Accounting Functions

Sleep better knowing your projects have all the right resources and 100% utilization

Analyze financial data by whatever criteria you require for greater reporting flexibility and extensibility and track financial data by different dimensions.

Improve Your Financial Control

Avoid past mistakes and predict the future

With Fixed Asset Management you can put company assets such as buildings, machinery and equipment to optimal use by tracking, analyzing, and manipulating fixed assets.

Have Better Insights Into Your Budgeting

Using a trusted unified accounting and management platform

Track multiple budgets for multiple fiscal years in multiple currencies and General Ledger Accounts and develop greater insights for current and future budget considerations.

Hear from our Financial Services Customers

Your business may not be the only one going through the same pains, check out our customer stories and see how making the change to an automated software solution helped streamline their business.

Are You Tired of Second Guessing Your Critical Business Decisions?

Let’s face it, technology decisions are rarely simple. Every business needs to make critical investment choices with respect to which technology will best serve their interests and needs – present and future. And every business knows that the stakes are high and the risks considerable.

The first step to prioritizing business requirements and defining measurable results in a Business Impact Assessment (BIA) so you can be assured every possible scenario is considered and the right course of action is taken, giving you the most efficient and most cost-effective solution.

Business Impact Assessment


  • Clarify, measure, and document business objectives, priorities, and challenges
  • Align project scope with defined organizational objectives
  • Structure project to support priorities that impact defined metrics
  • Provide assessment of overall business impact and economic benefits
  • Maximize the value of strategic investments
  • Comprehensive plan and action steps to reduce project risk

Financial Services Resources

We've curated a collection of documents, and links that we hope will help you understand how you can use a Financial Services Solution to your full advantage.

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