Dynamics 365 Finance - Microsoft Solutions Partner | Cambay Solutions
Dynamics 365 Finance - Microsoft Solutions Partner | Cambay Solutions
Microsoft Dynamics 365

Enterprise Finance.
Global Scale. One Platform.

Dynamics 365 Finance delivers end-to-end financial management for global enterprises — automating processes, accelerating close cycles and providing real-time visibility across every entity, currency and jurisdiction.

✅ Microsoft Solutions Partner ✅ 200+ Finance Implementations ✅ Multi-Entity & Multi-Currency ✅ AI-Powered Forecasting
75%
Faster Financial Close
40%
Reduction in Manual Tasks
180+
Countries Supported
99.9%
Azure Uptime SLA
What is D365 Finance?

The ERP Built for Global Finance Teams

Dynamics 365 Finance is Microsoft's enterprise-grade financial management solution, purpose-built for mid-market and large organisations operating across multiple legal entities, currencies and tax jurisdictions. It replaces disconnected finance tools with one intelligent, cloud-native platform.

With embedded AI, Microsoft Copilot and native Power BI integration, D365 Finance moves your finance function from reactive reporting to proactive, predictive decision-making — in real time, at global scale.

Multi-Entity Consolidation
Multi-Currency & Tax
AI Copilot Built-In
Real-Time Reporting
SOX & IFRS Compliance
Automated Period Close
D365 Finance vs Legacy Financial Systems
Consolidation
Automated multi-entity
Manual spreadsheets
Close Cycle
1–3 days
10–14 days
Forecasting
AI-powered, real-time
Monthly, manual
Compliance
Built-in SOX / IFRS / GAAP
External add-ons
Audit Trail
Full, immutable ledger
Fragmented logs
Global Tax
Automated 180+ countries
Manual, error-prone
Access
Cloud, any device
On-premises only
Business Challenges Solved

Finance Pain Points Eliminated

D365 Finance is engineered to tackle the exact pressures that finance directors and CFOs face at scale.

The Problem

Month-End Close Takes Too Long

Consolidating results from multiple entities, currencies and systems takes 10–14 days — delaying board reporting and investor communications.

The Solution

Close in 1–3 Days

Automated intercompany eliminations, bank reconciliation and journal workflows compress month-end to under 3 days with full audit trail.

The Problem

No Consolidated Group View

Group finance teams struggle to consolidate results across subsidiaries using different systems, currencies and charts of accounts.

The Solution

One Consolidated Financial View

D365 Finance handles multi-entity consolidation with automated currency translation, minority interests and intercompany eliminations.

The Problem

Global Tax & Compliance Risk

Managing VAT, GST, WHT and local statutory requirements across multiple jurisdictions manually is error-prone and audit-risky.

The Solution

Built-In Global Tax Engine

Automated tax calculation for 180+ countries, e-invoicing mandates, IFRS/GAAP compliance and full audit trail as standard.

The Problem

Fragmented Budgeting & Forecasting

Budgets are built in Excel, disconnected from actuals. Re-forecasting mid-year is a manual nightmare that takes weeks.

The Solution

Integrated Planning & Forecasting

AI-powered budgeting, rolling forecasts and scenario modelling directly connected to your general ledger — updated in real time.

The Problem

Accounts Payable Bottlenecks

Invoice approval workflows in email create delays, missed early payment discounts, duplicate payments and supplier disputes.

The Solution

Automated AP with AI Matching

AI-powered 3-way invoice matching, automated approval routing and payment run optimisation eliminate bottlenecks and capture discounts.

The Problem

Cash Flow Visibility Gaps

Treasury teams operate with a 3–5 day lag on cash positions. Liquidity decisions are made on stale data and gut feel.

The Solution

Real-Time Treasury & Cash Flow

Live bank balances, cash flow forecasting with AI predictions and automated bank statement reconciliation give treasury teams full control.

Core Capabilities

Everything a Global Finance Team Needs Built-In

General Ledger & Financial Control

A single, global chart of accounts with unlimited dimensions — giving you complete control over your financial structure across every legal entity.

Multi-Dimensional CoA

Define financial dimensions (department, cost centre, project, region) for granular analysis.

Legal Entity Management

Manage unlimited legal entities, each with their own chart of accounts, currencies and tax settings.

Intercompany Accounting

Automated intercompany postings, eliminations and reconciliation across the group.

Period Close Automation

Configurable close checklists, automated accruals and period-end task assignment.

Segregation of Duties

Role-based access controls and workflow approvals enforce financial governance at every step.

Copilot Journal Entry

Microsoft Copilot drafts journal entries from natural language descriptions and flags anomalies.

Accounts Payable Automation

Eliminate manual invoice processing, reduce payment errors and capture early payment discounts with intelligent AP automation.

AI Invoice Capture

OCR and AI extract invoice data from PDFs and emails — no manual keying required.

3-Way PO Matching

Automated matching of purchase orders, receipts and invoices with exception-only workflow.

Approval Workflows

Configurable, multi-level approval routing with mobile approval and escalation rules.

Payment Run Optimisation

Optimise payment timing to capture discounts, respect terms and manage cash flow.

Vendor Portal

Self-service supplier portal for invoice submission, payment status and bank detail management.

AP Analytics

Days payable outstanding, aging reports and cash flow impact dashboards in real time.

Accounts Receivable & Collections

Accelerate cash collection, reduce DSO and improve customer relationships with intelligent AR management.

Automated Invoicing

Generate, send and track customer invoices automatically based on order fulfilment.

Cash Application AI

AI auto-matches incoming payments to open invoices — reducing unallocated cash to near zero.

Dunning & Collections

Automated reminder sequences, configurable by customer segment, risk and aging bucket.

Credit Management

Dynamic credit limits, holds and real-time exposure tracking across all legal entities.

DSO Analytics

Track days sales outstanding, collection effectiveness and bad debt risk with Power BI.

Multi-Currency AR

Issue invoices in any currency, manage exchange gains/losses automatically.

Treasury & Cash Management

Give your treasury team real-time visibility of global cash positions and the tools to optimise liquidity intelligently.

Bank Connectivity

Automated bank statement import via BAI2, MT940, SWIFT and direct bank feeds.

Cash Position Dashboard

Real-time consolidated cash position across all bank accounts and currencies.

Cash Flow Forecasting

AI-powered short and long-term cash flow forecasts using AR, AP and payroll data.

FX Management

Track foreign exchange exposure, book hedges and manage revaluation automatically.

Bank Reconciliation

Automated matching of bank transactions to GL entries with exception workflow.

Payment Fraud Controls

Positive pay, dual-control payments and bank account verification to prevent fraud.

Budgeting, Planning & Forecasting

Replace disconnected Excel models with integrated, AI-assisted budgeting directly connected to your live financial data.

Annual Budget Planning

Build bottom-up budgets by cost centre, department and GL account with approval workflows.

Rolling Forecasts

Replace static budgets with dynamic rolling forecasts updated monthly with actuals.

Scenario Modelling

Model best/base/worst case scenarios and instantly see P&L and cash flow impact.

AI-Assisted Forecasting

Machine learning analyses historical trends, seasonality and drivers to suggest forecast values.

Excel Integration

Finance teams work in familiar Excel with live data — no manual export/import required.

Budget vs Actual

Real-time variance analysis with drill-through to transaction level for instant investigation.

Financial Reporting & AI Insights

Move beyond static reports to dynamic, AI-powered financial intelligence that helps your finance team act faster and smarter.

Financial Dashboards

Real-time P&L, balance sheet and cash flow dashboards with drill-down to source transactions.

Management Accounts

Automated management accounts pack generation with commentary templates.

Consolidation Reports

Group consolidation with automated eliminations, minority interests and currency translation.

Copilot Financial Q&A

Ask questions in natural language: "What drove the variance in EMEA OpEx in Q3?" and get instant answers.

Power BI Embedded

Pre-built financial Power BI reports embedded natively — no separate BI licence needed to start.

Regulatory Reporting

XBRL, iXBRL, e-invoicing and statutory report templates for 40+ countries built in.

Our Delivery Approach

Enterprise Finance Delivered at Speed

Our structured methodology de-risks D365 Finance implementations — delivering business value faster with no budget surprises.

01
Finance Discovery
ip-icon-blue

Deep-dive workshops mapping your chart of accounts, legal entity structure, intercompany flows and reporting requirements.

02
Solution Design
ip-icon-purple

Design the global financial architecture — CoA, dimensions, currency strategy, consolidation rules and workflow design.

03
Build & Configure
ip-icon-sky

Configure D365 Finance to your exact specification — including integrations, bank connectivity and reporting templates.

04
Data Migration
ip-icon-green

Migrate trial balances, open items, vendor/customer masters and historical transactions with full reconciliation sign-off.

05
UAT & Training
ip-icon-amber

Role-based training for AP, AR, GL and treasury teams. Finance director sign-off on all month-end and reporting processes.

06
Go-Live & Hypercare
ip-icon-red

Controlled go-live with dedicated Cambay finance consultant on-site. 30-day hypercare support included.

"
We were consolidating 14 entities across 9 currencies in Excel. It took 12 days and was never right first time. With D365 Finance, our group close is now 2 days and our CFO has the board pack ready on day 3 of the new month.
Group Financial Controller · $2.1Bn International Services Group
2 Days
Month-End Close
14→9
Entities Live
75%
Less Manual Work
9
Currencies Automated
FAQs

Questions About D365 Finance

Have a specific question about D365 Finance for your organisation? Our consultants are happy to help.

Ask Our Experts

D365 Finance is designed for larger, more complex organisations — typically those with multiple legal entities, global operations, complex intercompany transactions and enterprise-grade compliance requirements. Business Central is designed for growing SMBs that need a full ERP but with simpler requirements. D365 Finance offers deeper financial controls, more sophisticated consolidation and a broader regulatory compliance footprint.

Typical D365 Finance implementations range from 16 to 24 weeks depending on the number of legal entities, complexity of integrations and data migration scope. Projects with phased go-lives (e.g. one region first) can be live in as little as 12 weeks for the first entity. Cambay provides a fixed-scope project plan before work begins.

Yes — multi-entity consolidation is a core capability of D365 Finance. It handles automated intercompany eliminations, minority interest calculations, currency translation and consolidation journals across unlimited legal entities. Group finance teams get a single consolidated view of P&L, balance sheet and cash flow.

D365 Finance integrates natively with the Microsoft ecosystem (Power BI, Excel, Teams, SharePoint) and connects to third-party systems via standard APIs, Azure Logic Apps and pre-built connectors for payroll, banking, CRM and procurement platforms. Cambays integration team handles all connectivity design and build.

D365 Finance supports IFRS, US GAAP, local GAAP, SOX controls, GDPR data handling, e-invoicing mandates (Italy, France, Mexico, Saudi Arabia and others), XBRL/iXBRL filing, and country-specific tax engines for 180+ countries. Microsoft maintains ISO 27001, SOC 1, SOC 2 and many other certifications.

Yes. Cambays data migration service covers full migration of your trial balances, open AP/AR items, vendor and customer masters, fixed asset registers and historical transaction data. We perform full reconciliation at each stage and provide sign-off reports before go-live.

Copilot for Finance is Microsoft's AI assistant embedded in D365 Finance. It can draft journal entries from natural language, answer financial questions about your data, flag anomalies in transactions, summarise variances and assist with period-close tasks — reducing the time your team spends on routine analytical work.

Start Your Transformation

Ready to Modernise Your Global Finance Function?

Book a free 30-minute discovery call with a Cambay D365 Finance specialist. We'll assess your current landscape and outline a clear path to transformation.

✅ No obligation  ·  ✅ Fixed-price quotes  ·  ✅ Microsoft Solutions Partner

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