What is holding back your company's finances today?
A period close that drags on
Reporting outside the system
The complexity of multiple entities
Rising regulatory demands
Decisions on historical data
Liquidity managed reactively
One financial system
A complete general ledger in Dynamics 365
Chart of accounts, financial dimensions, allocations and period close in one place. A reconciliation agent monitors discrepancies as they arise, so balancing accounts stops being end-of-month work.
Everything in one environment
Ledger, consolidation, liquidity, compliance and analytics on shared data. Numbers don't travel between tools, so there's nothing to reconcile and nowhere to lose a version.
Intercompany transactions and eliminations
Intragroup transactions posted automatically on both sides, with eliminations and consolidation of multiple entities' results in a single instance, fully multi-currency.
Local compliance in every entity
Microsoft localisations for each country, extended with our own accelerators where the standard stops short and kept current as the rules change. Compliance stops being a project and becomes part of how the system runs.
Analytics and planning on one platform
Business performance analytics and planning on data straight from the system, reports in Power BI and questions put to Copilot in natural language. No exports, no assembling reports by hand.
Receivables, payables and cash management
AI-supported settlement and collections, bank handling and predictive cash-flow forecasting. Receivables and payables under control before they become a problem.
Are you already working with Dynamics 365 or AX?
What changes when this area runs well
A shorter, predictable close cycle
Ongoing reconciliation and automation take the manual work out of period-end. The close takes less time, and its date stops being an unknown.
One reliable source of data
Reports, budgets and forecasts are built in the system, on the same numbers. Conversations stop being about which file is current and go back to conclusions.
One financial picture of the group
The group result is visible without manual assembly, with complete eliminations. Group control runs on data, not on the entities' declarations.
Compliance maintained automatically
Statutory reporting stays current with the system, without separate compliance projects. Audit readiness becomes a permanent state, not a scramble before year end.
Decisions on current data
Forecasts and analytics available on demand, on today's numbers. The response to a deviation starts while there's still something to change.
Deliberate liquidity management
Cash-flow forecasts look ahead, and collections begin before a receivable becomes a problem. Freed-up working capital stays in the business.
About this area
A modern finance department is responsible for a fast period close, reliable data for good business decisions, and growing regulatory demands. ANEGIS puts this area in order on the Dynamics 365 platform, from the general ledger to analytics, with local statutory requirements built in from the start.
Products and solutions that deliver this value
The foundation of this area is Dynamics 365 Finance within the finance and operations application family, integrated with Dynamics 365 Supply Chain Management on the cost and operations side and with Power Platform, Power BI, and Microsoft Fabric on the automation and analytics side.
A clear, structured path for change in your company
Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.
Needs Analysis
We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.
Choosing the Right Solutions
We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.
Roadmap
Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.
Implementation and monitoring
We implement in stages, incorporating testing and risk management, and once live, we stabilise the system and transition to ongoing support.
What changes when this area runs well
Putting finance and compliance in order on a single platform translates into measurable results:
A shorter, predictable close cycle, thanks to automation and continuous reconciliations.
A single source of truth, with analytics and planning run in the system, not in spreadsheets.
Compliance maintained automatically, with statutory reporting in each country handled by the system rather than by hand.
A single financial picture of the group, with consolidation and data exchange handled without manual work.
Decisions on current data, with forecasts and analytics available in real time.
Lower total cost of ownership and a faster time to value, with one platform and ready-made ANEGIS extensions.
See how we're transforming tech companies
BBK
Global Advertising Holding
OSTP
WPP
Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
Why entrust this area to us
- An exclusive focus on Dynamics 365: finance and operations are our specialty, not a side area.
- Multi-country compliance: Microsoft localisations plus our own accelerators, including a full Poland localisation for groups with a Polish entity.
- Experience in the finances of large, multi-entity organisations: consolidation, multiple currencies, and jurisdictions.
- A UK company with delivery centres in Poland: one partner for UK, Nordic and multi-country rollouts.
- The Success by Design methodology, risk control, and project recovery: we also take on the recovery of at-risk projects.
Check out other fields
AI, data and analytics
Scattered data brought together on a single data and AI platform: decisions on current numbers, process automation, and governance over the whole.
Human capital
Effective HR and data-based people decisions: from recruitment to development, with one source of employee data and less admin.
Production and supply chain
A resilient supply chain and efficient manufacturing: from demand forecast to delivery, with a higher level of service and better-used working capital.
Frequently asked questions about the finance area
How do you handle tax and reporting rules in different countries?
We start from Microsoft's standard localisation for each country, set it up around your group's chart of accounts and reporting calendar, and extend it where local rules go further. For Polish entities we provide our own KSeF, JPK and register data extensions, described on our Poland localisation page.
Can statutory reporting run alongside group reporting?
Yes. Each entity keeps its local chart of accounts and statutory output, mapped to one group chart for consolidation and management reporting, so local and group figures come from the same ledger.
Will the system handle multiple companies, currencies and countries?
Yes. Intercompany transactions, consolidation and multi-currency are standard, with localisations for each country in the group.
What value do AI and agents bring in finance?
A reconciliation agent shifts balance reconciliation to continuous monitoring, cash-flow forecasts are predictive, and Copilot together with Business performance analytics give you analysis and access to data in natural language. The range of AI features grows with each wave of updates.
Where do you start?
With an assessment of your financial processes and requirements, including multi-entity, multi-currency and local reporting requirements. On that basis we recommend the scope and sequence of work.
Looking for a Microsoft partner? Let's talk about your project
Work with a team that has delivered implementations and projects for dozens of companies. Schedule an introductory call and see:
How to tailor Dynamics 365 to your company's processes, rather than the other way around
Which areas are worth automating to save time and reduce costs
Here is the step-by-step implementation process with Anegis: from analysis to post-launch support
