Descubre
Talleres de procesos, auditoría de datos y un ajuste con el producto estándar.
Fase 1 · Concienciación
Dynamics 365 Planos
Centro de contabilidad de servicios financieros
El sistema central se queda. Los libros se vuelven Dynamics 365.
Who it is for
Banks, lenders and insurers whose operational core is not the ledger.
The problem
A core banking, lending or insurance system that does not talk to the ledger grows a team whose job is to summarise the day into journals. IFRS then lives in a workbook. The blueprint is an accounting hub: sub-ledgers post under rules, every source transaction keeps an audit trail, and payments leave through one gateway.
Inside the PDF
What the hub posts, and what the core system keeps
Rule-based general-ledger posting and the audit trail
Why this buyer belongs on Finance & Operations
Where IFRS 9, IFRS 16 and disbursements sit
How an engagement runs
01
02
03
04
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Diseño
Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.
Despliegue
Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.
Apoyo
Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.