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Your Finance Team Spends the Month Closing the Last One.

Reconciliations done by hand. Invoices keyed twice. Intercompany eliminations rebuilt in Excel every period. Dynamics 365 Finance automates the mechanical work — reconciliation, invoice capture, collections, compliance — so your team spends its time on the analysis the business is actually asking for. Qixas implements it for finance leaders who need a close they can trust and a forecast they can defend.

20+

Years of Dynamics expertise

2,000+

Engagements delivered

Microsoft

Solutions Partner

Sound familiar?

Sound Familiar?

Finance teams rarely lack talent. They lack a system that does the repetitive work, so the talent gets spent on data entry and reconciliation instead of analysis.

The close takes two weeks and everyone dreads it

Subledger matching is manual, intercompany balances never agree the first time, and the reporting pack lands so late that the numbers are history before anyone acts on them.

AP is a queue of PDFs and chased approvals

Invoices arrive by email, get keyed by hand, and sit waiting for someone travelling. Early payment discounts expire quietly and nobody notices until the vendor calls.

Every entity does it slightly differently

Separate charts of accounts, separate period-end routines, separate spreadsheets. Consolidation is a rebuild, not a report, and adding a new entity takes months.

Cash forecasting is a guess with decimal places

The forecast is a spreadsheet built from stale AR and AP extracts. Nobody can tell you with confidence which customers will actually pay this month, or what the cash position looks like in ninety days.

The platform

What Is Dynamics 365 Finance?

Dynamics 365 Finance is Microsoft's enterprise financial management application — general ledger, AP, AR, fixed assets, budgeting, tax, and financial reporting on a single global data model. Its real differentiator is automation depth: invoice capture, account reconciliation agents, predictive payment scoring, and Copilot-assisted analytics take the mechanical work out of the close so the finance function moves from reporting the past to steering the business.

Financial analysis and reporting in Dynamics 365 Finance

Cash Flow Forecasting

Project cash position using intelligent forecasting across AR, AP, budgets, and bank data. Predictive scoring estimates which customers will pay and when, so the forecast reflects behaviour rather than terms.

Automated Financial Close

The account reconciliation agent matches and clears subledger transactions autonomously. Close checklists, period workspaces, and consolidation run as a managed process instead of an email chain.

Invoice Capture & AP Automation

AI reads vendor invoices, extracts header and line detail, matches to purchase orders and receipts, and routes exceptions only. Touchless processing on the routine invoices, human attention on the ones that need it.

Business Performance Analytics

Self-service reporting and dashboards over live financial data, with Copilot answering questions in plain language. Finance stops exporting to Excel to answer the same five questions each month.

Credit, Collections & Billing

Credit limits, dunning strategies, and Copilot-assisted collections prioritization. Subscription and recurring billing handles milestone, usage, and deferred revenue scenarios without bolt-on tooling.

Global Compliance & Tax

Localizations covering 57 countries and regions and 67 languages, with configurable tax calculation, e-invoicing, and regulatory updates delivered by Microsoft rather than rebuilt by your team.

Core capabilities

Finance Capabilities We Implement

Most finance transformations stall because everything is scoped at once. We sequence by where your team is losing the most hours, then extend.

Accounting & Financial Close

The core ledger and the close process built around it. This is where the payback usually shows up first, because a shorter close returns days to the team every single month.

Multi-entity, multi-currency general ledger with a shared chart of accounts and dimensions
Account reconciliation agent for autonomous subledger matching and clearing
Financial dimensions replacing entity-specific account segments and manual mapping
Intercompany accounting with automated eliminations and due to / due from balancing
Consolidation and currency translation as a repeatable report, not a rebuild
Close checklist workspaces with task ownership, status, and audit trail
Fixed assets with multiple depreciation books for tax, statutory, and management reporting

Outcomes

What a Finance Rollout Is Actually Worth

Typical improvement ranges after a properly scoped implementation. We build your specific business case during the assessment rather than quoting vendor averages.

30-50%

Shorter close cycle

Automated reconciliation and managed close tasks

70%+

Touchless AP invoices

Capture plus matching on routine vendor invoices

57

Countries localized

Plus 67 languages, maintained by Microsoft

12-18mo

Typical payback period

Mostly labour recovery and working capital

Why Qixas

A Clean Close Comes From Design Decisions, Not Modules

Finance implementations go wrong in predictable places. The chart of accounts gets migrated as-is, so the dimensional model never delivers the reporting anyone wanted. Intercompany gets configured late and eats the first three closes. Nobody owns the reconciliation rules, so the automation sits unused. Qixas has spent two decades implementing Microsoft financial systems for mid-market and multi-entity businesses — we make the structural decisions early, when they are still cheap to change.

Chart of accounts sprawl? We redesign around financial dimensions so reporting works without account-per-department proliferation

Multi-entity complexity? We configure intercompany, eliminations, and consolidation before the first close, not after it fails

Migrating from Business Central or Dynamics GP? We know both data models and what carries over cleanly versus what has to be restated

Reconciliation automation unused? We define matching rules against your actual bank and subledger patterns, then hand over ownership with training

Audit and control requirements? We build segregation of duties and approval hierarchies into the security model from the start, not as a remediation project

Reporting still living in Excel? We stand up business performance analytics and Power BI so the monthly pack is generated, not assembled

Ready to get your month-end back?

FAQ

Frequently Asked Questions, Answered

What is the difference between Dynamics 365 Finance and Business Central?
Business Central is Microsoft's mid-market ERP and includes complete financial management for most companies under roughly 300 users. Dynamics 365 Finance is the enterprise-tier application in the Finance and Operations family. You move to Finance when you need many legal entities with complex intercompany and consolidation, deep global tax and statutory localizations, advanced budget control and encumbrance, subscription billing at scale, or the account reconciliation and invoice capture automation. Qixas implements both. If Business Central covers your requirements, we will tell you — over-buying platform is a real cost, not a safe hedge.
How long does a Dynamics 365 Finance implementation take?
A single-entity core financials rollout covering GL, AP, AR, cash, and fixed assets typically runs 4 to 7 months. Multi-entity with consolidation, intercompany, multi-country tax, subscription billing, or budget control moves that to 8 to 14 months. We phase by entity or by capability so something is live and producing value before the whole programme completes.
Can we migrate from Dynamics GP or Business Central?
Yes, and both are common paths. From GP, the main work is redesigning the chart of accounts around financial dimensions rather than porting segment structures, plus rebuilding customizations as extensions. From Business Central, the data model is closer but the module architecture differs enough that it is a re-implementation with a data migration, not an upgrade. In both cases we typically migrate open balances and open transactions, summarize prior-year history, and retain the legacy system read-only for a defined retention period.
How much of the close can actually be automated?
Realistically, most of the mechanical work. Bank and subledger reconciliation, intercompany elimination, accrual and allocation journals, recurring entries, and consolidation all run on rules. The account reconciliation agent handles matching and clearing autonomously. What stays manual is judgment: unusual accruals, reserve estimates, and anything requiring a decision. Customers commonly cut several days from the cycle, with the biggest single gain coming from reconciliation.
Does it handle Canadian and US tax requirements?
Yes. GST, HST, PST, and QST are supported natively with provincial variations, alongside US sales and use tax. The tax calculation service handles jurisdiction, rate, and deductibility rules, and Microsoft maintains regulatory updates through the standard release cadence. For high-volume US sales tax across many jurisdictions we typically integrate a dedicated tax engine, and we scope that decision during the assessment.

Ready for a Close You Can Trust?

Talk to a Qixas consultant about where your finance team is losing days each month — and what a properly scoped Dynamics 365 Finance rollout would cost and return.