Finance, Projects, People.
On One Enterprise Backbone.
Finance, Project Operations, and Human Resources builds: core financials, AP/AR automation, project-based PSA, time + expense, statutory reporting, and HR - integrated with Supply Chain and Sales.
Problems We Eliminate
Month-end close takes 12+ business days; finance team is burned out
Dynamics 365 Finance with AP automation, intercompany consolidation, and close cockpit - typical close compresses to 4-6 days
Project billing is hand-rolled in Excel; revenue recognition is a fight
Project Operations with quote-to-project-to-invoice flow and ASC 606 / IFRS 15 revenue recognition built in
HR runs on SharePoint forms and a 2018-era HRIS
D365 Human Resources with employee self-service, leave automation, and benefits enrollment workflows
Statutory reports for 6 countries are manual every period
Country-specific localizations built into Finance with electronic reporting for tax, VAT, and statutory filings
Resource planning happens in 3 spreadsheets and a Slack thread
Project Operations Resource Manager with skills, availability, utilization, and forecast pipelines
AP fraud risk is real but vendor onboarding is mostly manual
Vendor master + 3-way matching + Copilot anomaly detection on payment runs and approvals
The Numbers Behind Finance
Results reported by Microsoft Dynamics customers across Microsoft Total Economic Impact studies and independent analyst research.
-50%
reduction in month-end close cycle time after Finance + close cockpit go live (Microsoft TEI)
+8%
project margin improvement after Project Operations replaces spreadsheet-based PSA tracking
+22%
HR self-service adoption within 90 days - reduces HR ticket volume substantially
Audit
ready - segregation of duties, approval matrices, and immutable audit logs for SOX/equivalent
Multi-country
localizations, tax engines, and statutory reporting for global rollouts
Real-time
financial + project + HR dashboards - no monthly Excel rebuild for the CFO
Capabilities
What we ship for
Finance.
Every engagement is custom, but here is the work we do most often, and the work we are known for.
Core Finance + close cockpit
Chart of accounts, GL, AP, AR, fixed assets, intercompany, consolidation, and close cockpit workflow.
Project Operations PSA
Quote-to-project, resource scheduling, time + expense, project billing, and revenue recognition.
Human Resources core
Employee records, org structure, leave, benefits enrollment, performance, and self-service.
Country localizations
Tax, VAT, electronic invoicing, statutory reporting per country, and multi-currency consolidation.
Controls + audit
Segregation of duties, approval matrices, audit trails, and Copilot anomaly detection for AP runs.
CFO + ops dashboards
Real-time P&L, cash, project margin, utilization, and workforce dashboards in Power BI.
Predictable Delivery, No Surprises
A structured, four-phase delivery model built around Microsoft Success-by-Design and FastTrack guidance.
Finance + HR Audit
We map your chart of accounts, close calendar, project billing model, HR workflows, statutory reporting requirements, and the audit findings + controls gaps before designing.
Architecture & Design
GL structure, AP/AR automation rules, project billing model, revenue recognition logic, HR workflow blueprints, localization plan, and dashboards signed off by CFO and CHRO.
Build & Parallel-Run
Finance configured, Project Operations + HR live, localizations and tax engines tuned, integrations to Sales + Supply Chain wired, and 1-2 month parallel-run against your existing GL to validate.
Cutover & Stabilize
Cutover with close-period rollback plan, finance + HR + project team training, 30-day hypercare through first full close, and quarterly controls reviews going forward.
Why Work With Us Over Anyone Else?
We Run Parallel Before We Cutover
Finance migrations that big-bang cutover without parallel-run end up restating two quarters later. We parallel-run for at least one full close and reconcile to the penny before cutover.
PSA + Finance Done Together
Project Operations and Finance share a revenue recognition engine. Most consultancies wire them as if they were separate products and end up with reconciliation nightmares. We architect them as one.
Localizations Are Not Optional
If you operate in EU, India, Brazil, or any e-invoicing country, statutory reporting is not configuration - it is risk. We have shipped country localizations and stay current with regulatory changes.
CFO-Grade Controls
Segregation of duties, approval matrices, vendor onboarding controls, and audit trails are designed before configuration. Audit-ready on day one, not retrofitted after a finding.
Ready for Finance + HR
That Closes on Time?
In 30 minutes we will audit your current finance, project, and HR stack - close cycle, billing, localizations, controls - and hand you a clear roadmap at no cost.
- Finance + project + HR audit
- Close + controls scoping
- No obligation whatsoever