2 modules
Sales, patient care, and service all in one solution.
Finance and Operations
We automate financial and operational processes, reducing the need for manual data entry and work across disparate sources. The team gains better control over costs, payments, documents, and the company's performance.
.avif)
Efficient financial management relies on a single data source for closing, settlements, and decisions.
>200%
projected ROI in 3 years
15→6 days
month-end closing
up to 50% off
time spent on routine tasks
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Distinguishing Features
Where Finance and Operations Lose Time, Cash, and Control
The shutdown is taking too long
Data from multiple systems is reconciled in spreadsheets, and adjustments are made at the end of the period. Management receives the results and an overview of liquidity late.
Invoices are circulating throughout the company
Documents are transcribed and sent via email for approval. A lack of linkage to the order delays payment, increases errors, and raises processing costs.
Inventory level without confidence
Inventory movements are recorded after the fact or on paper, so the system does not show the actual inventory level. This leads to an increase in inventory adjustments, urgent purchases, and the risk of stockouts.
The report is prepared following the decision
Finance and operations use different definitions of profit, revenue, and cost. Analysts manually consolidate the data, and decisions are made based on an outdated picture.
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What's Changing
From manual reconciliations to a shared model for finances and execution
Change begins with a single definition of a transaction, an owner, and a result. The document, inventory movement, and accounting entry form a consistent trail for decision-making, auditing, and analytics.
The Finance department closes the period based on export reports and spreadsheets, and the source of the discrepancy is only investigated during the reconciliation process.
Transactions share common rules, dimensions, and owners, so exceptions are visible before the end of the period.
The invoice is rewritten, circulated via email, and awaits someone who is familiar with the order, the delivery, and the correct cost.
Continia It combines the document, order, receipt, and approval, referring only actual exceptions to a person.
The warehouse records receipts, withdrawals, and counts after the fact, so the system's inventory status does not support planning or customer service.
Tasklet It records the transaction at the source, and Business Central immediately updates the inventory, the order, and the cost of the operation.
Financial and operational reports use different data models, so each analysis requires data consolidation, mapping, and re-verification.
Power BI Fabric s maintain shared KPIs, and the Finance Agent supports reconciliations, variance analysis, and corrective actions.
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Technologies
The technology integrates the transaction, execution, and financial decision
We select components to address sources of delays, errors, and tied-up capital. Each element is designed to improve closing, cash flow, margins, or operational performance.
Business Central (ERP)
Dynamics 365 Business Central is an ERP system for finance, sales, purchasing, inventory, and manufacturing. We help you migrate data, integrate processes, and gain real-time control over cash, inventory, and margins.
Continia
Continia It automates OCR for invoices, approvals, expenses, and payments in Microsoft Dynamics 365 Business Central. We help reduce manual bookkeeping, speed up finance operations, and improve control over documents.
Tasklet
Tasklet Mobile WMS extends Dynamics 365 with mobile barcode scanning and real-time warehouse management. We help streamline receiving, putaway, order fulfillment, inventory counting, and shipping, while minimizing errors.
Power BI
Microsoft Power BI transforms data from multiple systems into reports, models, and KPIs, all accessible in one place. We help build business analytics that streamline reporting and support decisions based on reliable data.
Fabric
Microsoft Fabric is an integrated data and analytics platform that includes integration, lakehouse, data warehouse, real-time analytics, and Power BI. We help streamline your data architecture and shorten the path from source to decision.
Copilot for Finance
Copilot for Finance It supports financial operations in Excel, Outlook, and Teams using ERP data. We help implement reconciliation, analysis, and communication workflows that reduce manual effort and speed up the closing process.
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Services
From Process Diagnosis to Scaling the Shared Operating Model
We combine financial and operational analysis, process design, ERP implementation, integrations, migration, monitoring, and adoption. We select the first scope based on its impact on cash flow, margins, and working time.
System Audits and Optimization
We assess how current systems, licenses, integrations, and security measures work, and identify where unnecessary costs or risks arise. Based on this, we recommend what to simplify, improve, or redesign.
Implementations and Migrations
We carry out new implementations, migrations, and remediation projects, organizing data, processes, and integrations before the solution goes live. We manage the project from analysis and configuration through testing, production launch, and stabilization.
Business Process Automation
We automate repetitive tasks, workflows, and processes across systems using Power Automate, RPA, and workflow tools. This enables teams to reduce manual work and handle routine operations more quickly.
Support and Development
We maintain and enhance existing solutions by responding to incidents, user needs, and business changes. We combine ongoing SLA-based support with further optimization and system development.
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Case Study
Month-end closing reduced from 15 to 6 days
A railway infrastructure manufacturer used to take 15 days to close out the month, and financial and design data had to be searched for manually. After the phased implementation of Business Central, the closing process now takes 6 days, and routine tasks take up to 50% less time.
INDUSTRY
Railway Infrastructure Manufacturer
REGION
United States
PRODUCTS
Business Central
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How We Work
First, the outcome of the process. Then, implementation, a controlled rollout, and scaling.
Process and Data Audit
We map out record-to-report, procure-to-pay, order-to-cash, inventory, and reporting processes. We establish KPIs, controls, accountable parties, and the source of the greatest loss.
Implementation and a Smooth Start
We configure the data model, roles, integrations, and automations. We migrate data, test scenarios, and launch the process with a continuity plan.
Scaling and Optimization
We measure turnaround time, DSO, exceptions, margin, and inventory accuracy. We develop companies, warehouses, analytics, and AI wherever results confirm their value.
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Numbers, not slides
What Works for Clients Who Have Placed Their Entire Company's Trust in Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
.avif)
20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
.avif)
2× faster
Operations and processes completed in half the previous time.
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LET'S TALK
Let's see what we can improve in your business
A brief conversation is all it takes to understand the challenge, evaluate possible approaches, and identify solutions that make real sense for your organization.
