FinancialServicesFlow 365
An accounting hub for financial-services companies.
FinancialServicesFlow 365 is the accounting hub for financial-services companies, on Dynamics 365 Business Central or Finance & Operations. It receives sub-ledger activity from core banking, lending and insurance systems and posts it to the general ledger under controlled rules.
How activity reaches the ledger through FinancialServicesFlow 365
Core systems stay as they are. The hub turns their sub-ledger activity into controlled, traceable journals.
- Source systems Send sub-ledger activity Transactions arrive from core banking, lending and insurance systems.
- FinancialServicesFlow 365 Receive and validate Incoming activity is taken in and checked before it posts.
- FinancialServicesFlow 365 Apply posting rules Rule-based posting decides accounts and dimensions, the same way every time. Control point
- Dynamics 365 Post to the general ledger Summarised journals post to the ledger of the right entity.
- Finance Consolidate Multi-entity results consolidate on the group design.
- Audit Trace to source An audit trail links every journal back to its source transactions.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Sub-ledger intake from core systems | Configuration or manual process | Included |
| Rule-based GL posting | Configuration or manual process | Included |
| Multi-entity consolidation | Configuration or manual process | Included |
| Audit trail per source transaction | Configuration or manual process | Included |
Delivery and support
FinancialServicesFlow 365 is implemented by Software Dynamics on Business Central and Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does FinancialServicesFlow 365 run on?
Business Central and Finance & Operations. The listing on this page shows the platform, status and licensing.
How is FinancialServicesFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
How do we start?
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.