Business Central for Financial Services

ERP That Streamlines Operations and Ensures Compliance

In the highly regulated financial services industry, managing compliance, analysing data and maintaining security are critical. Microsoft Dynamics 365 Business Central integrates financial management, reporting and security into one system. With powerful tools and real-time insights, your business can optimise workflows, improve decision-making and focus on driving growth.

Request A 360° ERP Assessment

Our 360° ERP Assessment identifies bottlenecks and inefficiencies, helping you transition to an ERP system that boosts productivity.

3 Must-Haves for Financial Services

019-bar graph

Optimise Financials

Automate processes and gain real-time visibility into cash flow and budgets.

020-paper

Strengthen Compliance

Meet regulatory requirements effortlessly with advanced tracking and reporting.

015-filter

Eliminate Data Silos

Consolidate information into one system for better efficiency and accuracy.

TRUSTED BY THE BIGGEST NAMES IN ERP

Unlike many ERP providers, we partner with multiple market-leading vendors to find the best fit for your business. We work closely with Microsoft, Sage, Pegasus and AAT to offer expert solutions and financial guidance.

Why Financial Service Companies Choose Business Central

Microsoft Dynamics 365 Business Central provides the tools to streamline financial management, strengthen compliance and optimise operations. With real-time data and advanced automation, you can confidently manage your business while focusing on growth.

Comprehensive Financial Management

Manage cash flow, budgets and reconciliations from a centralised system. Automate month-end close processes and gain instant insights into your financial health, enabling informed decision-making. This streamlined approach reduces manual errors, saves time and allows your team to focus on strategic financial planning.

5050 BC CRM Sales
BC for FDs Finance Intercompany

Advanced Compliance Tools

Stay on top of regulatory requirements with built-in tracking, audit trails and reporting. Ensure your business meets industry standards and avoids penalties, saving time and reducing risk. By simplifying compliance, you can focus on delivering value to clients and improving operational efficiency.

Real-Time Reporting and Analysis

Access dimensional reporting for deeper insights into your financial performance. Customise reports to evaluate costs, profitability and trends, enabling you to allocate resources effectively. Real-time insights empower your leadership team to respond quickly to market changes and make proactive decisions.
Three people from behind
Man at computer

Secure Data Management

Protect sensitive financial data with world-class security features. Hosted on Microsoft Azure, your information is safeguarded against breaches, giving you confidence in your data integrity. With advanced security protocols, your team can collaborate confidently while maintaining client trust and ensuring regulatory compliance.

Business Central Frequently Asked Questions for Engineering Companies

How does Business Central improve financial visibility?

Yes, Business Central includes built-in compliance tools such as audit trails, automated reporting and tracking features. These tools help you meet regulatory standards efficiently and reduce the risk of errors or penalties.

Can Business Central help us with budgeting and forecasting?

Yes, Business Central includes advanced budgeting and forecasting tools. These tools allow you to create accurate financial plans, track performance against budgets and adjust forecasts based on real-time insights.

Will implementing Business Central disrupt our daily operations?

Our phased implementation process is designed to minimise disruption. We conduct pre-implementation scoping, handle setup and testing in the background and carefully plan the go-live to ensure your team can continue their work with minimal impact.

How secure is our data in Business Central?

As a Microsoft cloud solution, Business Central uses advanced security protocols, including encryption, multi-factor authentication and regular updates. This ensures your data is protected against breaches while meeting industry compliance standards. You're also putting your trust in one of, if not thee, biggest name in technology, which should give you a great deal of peace of mind. 

What happens to our data during migration?

Our Data Guarantee ensures your data is securely and accurately migrated to Business Central. We support you in cleaning, validating then mapping your data to avoid errors. If any issues arise, we resolve them free of charge, ensuring a reliable system from day one.

Get Started With The HBP Group’s ERP Services & Support

Request Your 360° ERP Assessment

We’ll evaluate your current processes and uncover inefficiencies through our comprehensive assessment process, identifying the right ERP solution for you.

Implementation and Training

Our team will guide you through our Stabilise, Adopt, Enable process, ensuring your ERP system is implemented with precision and your team is fully trained.

Optimise Your ERP and Grow

With ongoing ERP support and annual training, we’ll continue to help your business optimise its ERP system, ensuring it scales with you and delivers ongoing value.

What Our Clients Say

“We’ve seen significant time savings thanks to the streamlined processes. The IT solutions allow us to do more with less, which is critical in our fast-growing environment."

Willem

Operations Director, Environmental Consultancy

“Our IT system and software solutions also enable us to make quick, informed decisions based on up-to-date information. This ultimately allows us to the time and headspace to grow the organisation."

Jason

Group CFO, Acquisition Group

“The time and cost savings have been transformative. We’ve not only saved thousands in administrative costs but also unlocked new business opportunities that will be worth millions to our company."

Stef

General Manager, Security Consultants

"As well as being friendly, helpful and courteous, they work quickly, and speed is important to us. We have to have our systems up and running all the time."

Andrew

Managing Partner, Chartered Accountants

"Moving to the cloud has been great. It’s a much more efficient, modern way of working. More flexibility, the ability to work remotely."

Ashley

CEO, Charity

“The new system we got in from HBP, I think will really accelerate our growth. It's revolutionised the way we work."

Dave

Managing Director, Recruitment Bureau

“Our IT improvements have been instrumental in bringing us into the modern era. They’ve helped us get the most out of our technology and enabled us to focus on growing the business.” 

Judi

Finance & IT Director, Supplement Company

006-pie graph 1

Business Central Support

Get expert help to keep your systems optimised and running smoothly. Discover proactive support solutions tailored to your business needs, reducing downtime and maximising productivity.

014-presentation

Business Central Implementation

Learn about our step-by-step implementation process to bring Dynamics 365 Business Central into your business seamlessly. We’ll guide you from setup to launch with a strategy that fits your goals.

020-paper

Business Central Brochure

Explore the features and benefits of Microsoft Dynamics 365 Business Central. This comprehensive brochure provides insights into how it supports business growth and efficiency.

Get Started

ERP from a Partner You Can Trust is The key to Your Success

HBP_Group_large-0584__1_-ai-brush-removebg-5o859sye 2