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.
A Polish compliance layer from day one
ANEGIS accelerators for KSeF, JPK and the Polish Localisation Pack, integrated with Dynamics 365 and updated as regulations change. Compliance stops being a project and becomes a property of the system.
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?
The value of organizing this area
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
KSeF, JPK and reporting stay current with the system, without separate compliance projects. Audit readiness is a permanent state, not a scramble before an inspection.
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 field
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 Polish compliance 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 stabilize the system and transition to ongoing support.
The value of organizing this area
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 KSeF, JPK, and statutory reporting handled without keeping up with regulations 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 (TCO) and a shorter time to value, one platform plus ANEGIS accelerators for Polish compliance.
See how we're transforming tech companies
Becker Manufacturing: ERP transformation
Microsoft Dynamics 365 modernisation for a global advertising holding
OSTP Group
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.
- Polish compliance from day one: KSeF, JPK, and the Polish Localisation Pack shorten the path to compliance, and mandatory KSeF makes this competency critical.
- Experience in the finances of large, multi-entity organisations: consolidation, multiple currencies, and jurisdictions.
- A presence in Poland and the UK: local implementations and international 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
Will Dynamics 365 support the mandatory KSeF?
Yes. E-invoicing through KSeF is mandatory in Poland from 1 February 2026 for the largest taxpayers (with sales above PLN 200 million), and from 1 April 2026 for everyone else; receiving invoices through KSeF applies to all from February 2026. We support it with the ANEGIS solution for KSeF, integrated with Dynamics 365.
What about JPK and statutory reporting?
Dynamics 365 generates JPK files and statutory reporting, and the Polish Localisation Pack covers Poland-specific requirements; compliance is maintained together with system updates.
Will the system handle multiple companies, currencies and countries?
Yes. Intercompany transactions and consolidation, multi-currency support, and localisations for multiple countries, in Poland with KSeF and JPK.
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 KSeF, JPK, and multi-entity operations. On that basis we recommend the scope and sequence of work.
Let's talk about your project
Let us know what you need: implementation, migration, system development, or a question you’re looking to have answered. We’ll get back to you with a concrete proposal for the next step - not a sales pitch.
