For finance and business-systems teams
Connect Dynamics 365 with finance
Reduce duplicate entry between Dynamics 365 and Sage or Xero, with a clear process for reconciliation and exceptions.
Book a 30-minute diagnosticWhen this is the right conversation
Organisations using Dynamics 365 for customer or operational work and a supported Sage or Xero product for accounting.
Rekeying customers, invoices and payment updates creates queues and uncertainty. Integration needs more than a connection: finance needs to know which records moved, which failed and what to do next.
What the engagement covers
- Current-state process mapping and agreement on the system of record.
- Configuration of agreed customer, invoice, payment and status flows.
- Exception handling and reconciliation workflows.
- Finance visibility, user testing, training and handover.
How delivery takes shape
- Check the accounting edition, interfaces, data and process fit.
- Configure and test agreed flows, including exceptions.
- Reconcile sample transactions and hand over the operating process.
Scope and commercial terms
Compatibility depends on your Dynamics configuration, accounting product and edition, available interfaces and data. The proposal defines supported records, flow direction, volumes and environments. Licensing, historical migration, unsupported editions and bespoke integrations are scoped separately. Timing is agreed after the readiness review.
Pricing is provided in a proposal after we agree the scope.
Technology supporting the offer
Relevant delivery experience
Our published finance transformation work provides background on our experience; connector suitability is assessed for your specific environment.
Explore client work →Your questions
Does this work with every Sage product?
No universal compatibility is assumed. We confirm your exact product, edition and available interfaces before proposing an integration.
Does finance lose control of exceptions?
The agreed design includes exception visibility, ownership and a reconciliation process for your finance team.
Is this a replacement accounting system?
The accelerator connects agreed processes between systems. Any replacement or wider migration would be a separate scope.
People. Process. Technology.
Agree the flow first.
Map the records, exceptions and reconciliation steps with the people who own them. Then define the connection.
Start with the problem that matters most.
Tell us where work slows down, what your team uses today and what needs to change. We’ll use a focused conversation to establish whether we can help.
Book a 30-minute diagnostic