Low trust in numbers
Excel “fixes”, reconciliations that never fully land, and reporting that feels inconsistent.
Microsoft Dynamics 365 Finance
Know if your finance system is truly finance-ready
An independent Financial System Check that validates control, compliance, and value delivery — before issues hit the P&L.
- Finance-first
- Independent
- Minimal disruption
- CFO-ready outputs
At a glance
Typical duration
2–4 weeks
System impact
None
Client effort
Low
Output
Score + Heatmap
Built for CFOs, Finance Directors, Controllers, and Audit stakeholders who need clarity and prioritization.
System in scope Microsoft Dynamics 365 Finance
When systems close… but confidence doesn’t
Many organizations run Microsoft Dynamics 365 Finance successfully from a technical standpoint, yet still struggle with finance design and governance gaps.
Recurring audit findings
Control weaknesses, traceability issues, and inconsistent SoD patterns across roles and entities.
Slow month-end close
Manual journals, late corrections, and heavy reliance on individuals instead of process.
Insight gap
Reports exist, but they don’t consistently support decisions, performance management, or governance.
Point of view: Most ERP issues are not system defects — they are finance design and governance failures.
The Financial System Check
A structured, time-boxed assessment focused on financial integrity, controls, and reporting value.
What it is
- Independent assessment of your Dynamics 365 Finance setup
- Finance-first lens: accounting integrity, controls, governance, reporting
- Remote, low disruption, aligned with leadership priorities
What it is not
- Not an implementation project
- Not a technical performance audit
- Not a re-design engagement (unless you choose to extend)
What we assess
Four pillars designed to answer one CFO question: Can I trust it, control it, close fast, and use it to run the business?
Financial Architecture
- Chart of Accounts & dimension strategy
- Legal entity & posting design
- Subledger–GL integrity checkpoints
Core Finance Processes
- Record-to-Report
- Procure-to-Pay
- Order-to-Cash
- Fixed Assets / Projects (as relevant)
Compliance & Control
- Audit trail & traceability
- Segregation of Duties (SoD)
- SOX / internal control alignment
- Tax & statutory readiness
Reporting & Value
- Management vs statutory alignment
- Close efficiency & root causes of delay
- Manual workarounds & Excel dependency
- Decision usefulness of outputs
Simple, fast, non-disruptive
Designed to fit around operations and provide clarity quickly.
1
Kick-off
Align on context, risks, stakeholders, and what “good” looks like for finance.
2
Review & analysis
Structured review of configuration, controls, data signals, and reporting behaviors.
3
Findings & readout
Prioritized issues and recommendations with an executive-level discussion and next steps.
Typical duration: 2–4 weeks
System impact: None
Client effort: Low
What you receive
Concrete, CFO-ready outputs that turn observations into decisions.
Health Score
Score per pillar with clear scoring rationale and confidence level.
→Risk & Value-Leakage Heatmap
Highlights exposures that threaten compliance, close quality, or operational efficiency.
→Prioritized Findings
High / Medium / Low impact findings with “why it matters” and “what to do next”.
Recommendation Playbook
Actions categorized as: Fix now, Fix later, Accept risk (with mitigation).
Executive Summary
Board/Audit Committee ready summary for decision-making and governance.
Optional extension
Audit readiness, rollout readiness, or an improvement roadmap (separate engagement).
Outcome: clarity on what works, what doesn’t, and what matters to fix — with a prioritized plan.
Finance-first. Independent. Practical.
We assess Microsoft Dynamics 365 Finance through the lens of CFOs, controllers, and auditors — not just implementers.
What makes this different
- Specialized focus on Microsoft Dynamics 365 Finance
- Accounting integrity + controls + value delivery in one view
- Independent assessment without implementation bias
- Outputs designed for executive action
Typical scenarios
- Post go-live stabilization
- Pre-audit / SOX readiness
- Multi-entity rollouts & localizations
- When reporting exists but insight doesn’t
Book a Financial System Check
Share a few details. We’ll respond with a short plan and proposed next steps.
What happens next
- We confirm your objectives and scope.
- We propose a short engagement plan and timeline.
- We kick off and deliver the score + heatmap + prioritized actions.