Business,
Simplified.

ERP for Financial Services

Enterprise resource planning (ERP) software for financial services helps businesses streamline and automate their financial processes. ERP systems provide a comprehensive set of tools that enable efficient operations, including bookkeeping, accounting, budgeting, forecasting, billing and payments processing. Strategix’s Financial Management ERP software is an invaluable tool for any organisation looking to manage its finances more effectively. With our solution, you can achieve greater visibility into the performance of your business’s finances – an operational metric that’s key to success.

We know your challenges

Data plays an increasingly important role in the financial services sector as digital transactions and services become more commonplace. Data-driven insights provide organisations with the ability to identify patterns, trends and opportunities that can help leverage profits while reducing risk. And that’s where we provide the solve to the challenge – Strategix’s ERP software for financial services helps organisations gain visibility into their operations, improve operational efficiency and make better decisions based on real-time data.

Finance ERP Software

Group 12991

CHALLENGE

Accounting services
(Bookkeeping services)

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Microsoft Dynamics 365 be used by an Accounting firm doing accounting services on behalf of other companies. Multiple companies can be setup on one database on-prem or cloud based.

Group 12991

CHALLENGE

Intercompany transactions

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

A Group of companies can be setup on one instance of the solution and can be setup to handle intercompany transactions automatically. Reducing the need for double booking transactions.

Microsoft Dynamics 365 Business Central & Finance and Operations Professionals

Increase IT system agility, availability, and scalability

Group 12896
Group 12991

CHALLENGE

Company Consolidation

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Multiple companies as part of a group can be setup on one or more instances and be consolidated into a holding company or even multiple groups rolled up on multiple levels and % shareholding is considered with the correct currency required by the consolidation company

Group 12991

CHALLENGE

Late payment penalties

Group 12993

HOW WE SOLVE THE PROBLEM WITH
MICROSOFT DYNAMICS 365 BUSINESS CENTRAL
& FINANCE AND OPERATIONS

Payment terms can be setup to suggest penalties to be applied to debtors accounts that don’t adhere to the agreed terms.

News and Case Studies

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In: Uncategorized
Posted: April 3, 2024
As modern businesses increasingly prioritise data-driven decision-making, the role of comprehensive analytics becomes paramount. Microsoft's versatile business intelligence tool, Power BI, lies at the heart of this analytical revolution. Through its seamless integration with diverse business systems, Power BI unlocks a realm of possibilities, enabling organisations to harness their data fully for strategic decision-making, and to gain a competitive edge. Strategix can help your business gain these insights - by leveraging our Microsoft Dynamics 365 partnership, we enhance the Power BI integration with a range of business systems, to ensure tailored solutions that drive business transformation and innovation. Let’s unpack the integration more.
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In: Uncategorized
Posted: March 27, 2024
Here’s a business truth: the ability to visualise operational insights as they happen, will put you on the front foot when it comes to strategic decision-making. Interactive dashboards in Power BI can give you that kind of dynamic view into how your business is operation at any given moment. Power BI is Microsoft's powerful data visualisation tool – it offers a robust platform for creating interactive dashboards and reports that empower users to uncover trends as they happen. With that intel, you can make agile informed decisions that will spark growth. Strategix and Microsoft Dynamics 365 has the functionality to integrate with your systems and processes, to give you that vital data. Read on to find out more.
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In: Uncategorized
Posted: March 25, 2024
It’s over a year now since the long-anticipated SAP announcement that they “will not develop any new functions for its Business ByDesign software for small and medium-sized firms from the second quarter of 2023”. 
Not surprisingly, in 2023 Forbes Advisor announced Microsoft Dynamics 365 Business Central as ‘Best overall alternative to SAP’. Whilst Gartner also lists Business Central as an alternative to SAP Business ByDesign.
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In: Uncategorized
Posted: March 20, 2024
In modern business, agility and adaptability are paramount. The ability to swiftly respond to changing market dynamics, streamline operations, and enhance productivity can mean the difference between success and stagnation. Enter Microsoft PowerApps – a dynamic platform revolutionising the way businesses develop custom applications to address their unique needs. Custom application development has witnessed a meteoric rise in recent years, as organisations seek tailored solutions to optimise processes, boost efficiency, and drive innovation. Microsoft PowerApps stands at the forefront of this movement, offering a user-friendly and powerful platform that empowers businesses to create bespoke applications without the need for extensive coding knowledge or resources.
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In: Uncategorized
Posted: March 13, 2024
In modern business, the ability to seamlessly integrate technology into existing systems is not just a luxury—it's a necessity for staying competitive. Enter Microsoft PowerApps, a versatile platform that empowers organisations to revolutionise their operations through intuitive app development and seamless integration with existing business systems. In this article, we'll explore the power of Microsoft PowerApps, its core features, integration capabilities, benefits, limitations, and real-world applications across various industries.
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In: Uncategorized
Posted: March 5, 2024
We’re perpetually connected right now – it’s the directive and the zeitgeist of these times. And because of that always-on status, we have to be mindful of our data, especially in business - safeguarding sensitive data right now is paramount. With the exponential growth of the importance of data and the increasing threat of cyberattacks, organisations must prioritise robust security measures to protect their valuable information. Cloud storage solutions have emerged as a cornerstone of modern data management, offering convenience, accessibility, and scalability. However, with this convenience comes the responsibility of ensuring the security and compliance of stored data.
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In: Uncategorized
Posted: February 27, 2024
Now more than ever, efficient file management and collaboration are essential for success. OneDrive, a Microsoft cloud storage solution, revolutionises the way businesses handle their files, offering seamless integ ration into the Microsoft cloud storage ecosystem. This article explores how OneDrive transforms file management and collaboration, empowering businesses to streamline their operations and enhance productivity.
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In: Uncategorized
Posted: February 21, 2024
In the dynamic realm of business intelligence (BI), where decisions are not just made but crafted meticulously, the role of data analytics cannot be overstated. Every click, every purchase, and every interaction leaves behind a digital footprint, a treasure trove of insights waiting to be unearthed. Enter Power BI by Microsoft Dynamics 365, the beacon guiding analysts, BI professionals, and advanced users alike through the labyrinth of data towards informed decision-making.
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Do you know what the best
Microsoft Solution is for your business?

To learn more, contact us at info@strategix.co.za

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