Keep your Dynamics 365 books accurate, reconciled, and close-ready.
Microsoft Dynamics 365 manages transactions, vendor bills, customer invoices, the general ledger, and reporting. The software alone doesn't keep your books clean.
Someone still needs to review transactions, match payments, reconcile accounts, and complete the month-end close.
Intellgus provides outsourced Dynamics 365 accounting support for U.S. businesses that need extra capacity without another full-time hire, including Dynamics 365 Finance, Business Central, and Finance and Operations.
As your business grows, accounting work grows with it. More transactions, more vendors, more customers, more entities, and more reporting deadlines can quickly overwhelm an internal team. You may need support if:
We help you get organized, stay current, and give leadership financial information they can actually use.
Support can include bookkeeping, accounts payable and receivable, reconciliations, the general ledger, month-end close, reporting, multi-entity accounting, cleanup, and workflow support. The exact scope depends on your Dynamics 365 application and the agreed engagement.
Technical implementation, custom development, integrations, data migration, and advanced Dynamics 365 configuration should be scoped separately from routine accounting services.
Accurate bookkeeping is the foundation of reliable reporting. We help keep transactions recorded, classified, and reviewed consistently. What you get: cleaner books, fewer surprises, and less time spent chasing routine accounting tasks.
An organized AP process helps you know what you owe, when it's due, and whether vendor records are accurate. What you get: better visibility into vendor obligations and a more organized payables workflow. Dynamics 365 Finance includes AP functionality for vendor invoices, payments, payment terms, and vendor balances, so support can be aligned with the way your system is configured.
Late or unapplied customer payments can make cash flow harder to manage. We help keep customer balances and payment records organized. What you get: clearer customer balances and better information for collections and cash-flow planning. Dynamics 365 supports AR processes for customer invoices, incoming payments, and customer balance tracking.
Regular reconciliations help you catch errors before they affect financial reporting. What you get: more confidence in your account balances and fewer last-minute close issues.
Your general ledger is where financial activity comes together. We help keep it organized and review-ready. What you get: better-organized ledger records and more efficient account reviews. In Dynamics 365, the general ledger captures the financial activity for each legal entity and supports financial reporting such as the balance sheet and profit and loss statement.
A delayed close usually means something upstream is unresolved: unreconciled accounts, missing documentation, unposted transactions, or unclear ownership of tasks. What you get: a more predictable close, clearer task ownership, and financial reports delivered on schedule.
Your leadership team needs reports that are easy to understand, not just system exports. What you get: financial information that is easier to review and use for business decisions. Available reporting depends on your Dynamics 365 application, configuration, permissions, and reporting requirements. Dynamics 365 Finance and Business Central include reporting and reconciliation tools for period-end review and financial analysis.
Businesses operating through multiple legal entities often struggle with intercompany balances, duplicated entries, and inconsistent reporting. What you get: more consistent records across entities and fewer intercompany surprises.
If your Dynamics 365 records have fallen behind, you don't need to solve everything at once. We help you work through the backlog in a structured way. What you get: a clearer picture of what needs attention and a stronger foundation for ongoing accounting.
We can also help your team build a repeatable accounting process, so the same issues don't return every month.
Different Dynamics 365 products support different accounting needs. We tailor the scope to the application and functionality your business actually uses.
Dynamics 365 Finance is designed for financial management, general ledger, AP, AR, and financial close processes, while Business Central provides financial management tools for small and mid-sized businesses.
Intellgus supports U.S. businesses using Dynamics 365, including:
We start with your current processes, transaction volume, and reporting needs.
Documented workflows and clear responsibilities reduce recurring accounting issues.
Get help with defined tasks or recurring monthly workloads.
Consistent reviews and supporting documentation make discrepancies easier to resolve.
Outsourced support can help your team manage workload without immediately adding headcount.
Agreed schedules, task ownership, and escalation procedures keep work visible.
Outsourcing selected accounting activities can help your business. Actual results depend on your current processes, transaction volume, internal controls, and the agreed scope of support.
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We discuss your entity structure, Dynamics 365 application, accounting workload, reporting needs, and current challenges.
We identify the processes that need support, relevant entities, deliverables, and reporting timelines.
We agree on responsibilities, documentation, review procedures, communication channels, and access requirements.
System access and workflows are established according to your operational and security requirements.
Your assigned team works on agreed activities and documents questions or discrepancies.
We discuss your entity structure, Dynamics 365 application, accounting workload, reporting needs, and current challenges.
We identify the processes that need support, relevant entities, deliverables, and reporting timelines.
We agree on responsibilities, documentation, review procedures, communication channels, and access requirements.
System access and workflows are established according to your operational and security requirements.
Your assigned team works on agreed activities and documents questions or discrepancies.
Accurate records and consistent accounting procedures help you maintain visibility into your financial position and meet reporting deadlines. Intellgus can discuss your accounting requirements and help determine whether outsourced Dynamics 365 accounting support is the right fit for your business.
These are accounting support services for businesses using Dynamics 365 applications. Depending on the product and agreed scope, support may include bookkeeping, AP/AR, reconciliations, general ledger activities, financial close, and reporting.
Yes. Businesses can explore outsourced support for transaction review, account categorization, reconciliations, journal entries, and other agreed accounting activities.
Yes. Support may include reconciliation reviews, journal entry preparation, close-task tracking, supporting schedules, and documentation of outstanding items.
Yes. Depending on your application and requirements, support may include reviewing vendor invoices, organizing payable records, tracking customer invoices, reviewing payment entries, and preparing aging summaries.
Yes. Support may be available for intercompany reconciliation, entity-level accounting reviews, and consolidation-related schedules. The scope depends on your Dynamics 365 setup and organizational structure.
Routine accounting support is different from technical implementation. Configuration, integrations, custom development, and migration projects should be explicitly scoped and confirmed before engagement.
No. The right application depends on business size, transaction volume, operational complexity, reporting needs, and required functionality.
Quality procedures may include documented workflows, supporting evidence, reconciliation reviews, and appropriate supervisory checks. Specific review procedures are agreed during onboarding.
Yes. An engagement can be structured around agreed responsibilities, communication procedures, access permissions, and review processes so outsourced tasks fit into your existing workflow.
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