Microsoft Dynamics 365: Finance
Maximize financial visibility and profitability using generative AI and automation
As a Microsoft Partner, PlanAutomate is proud to offer Microsoft Dynamics 365 Finance—a comprehensive solution designed to enhance financial visibility and drive profitability.
This ERP platform empowers organizations to monitor global financial operations in real-time, predict outcomes, and make data-driven decisions to foster business agility and growth.
PlanAutomate is Built Into Dynamics 365 Finance
PlanAutomate is built on the same Microsoft platform as Dynamics 365 Finance, ensuring deep, native integration across all financial and project management processes.
What this means for you: With PlanAutomate and Dynamics 365 Finance working as one, you gain unparalleled efficiency, accuracy, and control over your project-driven business.
Complete Data Integration
No data silos—financials, projects, and operations are fully connected in one system.
Consistent User Experience
A familiar Microsoft interface ensures easy adoption and smooth navigation.
Real-Time Insights
Leverage synchronized financial and project data for better decision-making.
One Unified System
Reduce complexity and IT overhead by eliminating the need for separate, disconnected solutions.
Key Features of Dynamics 365 Finance
By integrating Dynamics 365 Finance into your operations, you can modernize your financial systems, adapt to evolving business needs, and ensure long-term growth.
Financial Planning and Analysis
Leverage AI-driven insights for financial planning, budgeting, and forecasting to enhance organizational agility.
Accounting and Financial Close
Streamline financial close processes and reporting with self-service analytics and automation tools.
Tax Management
Efficiently manage tax regulations across various jurisdictions using a unified tax data model.
Quote to Cash
Optimize billing, accounts receivable, and collections with AI-powered functionalities to improve cash flow.
Cash Management
Proactively oversee liquidity with predictive analytics and cash-flow forecasting.
For a more in-depth understanding of Dynamics 365 Finance and its capabilities, please visit Microsoft’s official product page.
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