Specialist IT for financial services with Microsoft Dynamics 365

Financial services is a rapidly changing industry. Every business in the sector faces numerous fresh challenges, and many of them revolve around IT.

At Fabric we have the expertise and experience to assist with all of these issues and more. As a Microsoft Gold Partner with over 28 years’ experience, we can create a bespoke IT infrastructure, built around Microsoft Dynamics 365, that will keep you competitive, compliant and efficient. This will enable your team to focus on providing fast, responsive financial expertise for your clients, so the business can optimise productivity and profitability.

Why choose Dynamics for Finance?

Our IT support and Microsoft Dynamics 365 services can help your financial firm to:

  • Remain compliant in a business environment that is highly regulated by the FCA and other organisations is both vital and difficult
  • Protect your highly sensitive and confidential customer data using only sophisticated and vigilant cybersecurity
  • Manage the switch to digital technology and the cloud, reducing the number of data silos and incompatible, unconnected systems, and paper-based documents

Microsoft Dynamics 365 for finance and accountancy firms

Dynamics 365 has been created by Microsoft to enable modern financial firms to integrate their customer relationship management (CRM) and business processes into a single seamless system.

This can incorporate the financial management of the business and financial services for clients, as well as other essential functions such as sales, marketing and HR. It is an intelligent cloud-based application that brings your people, customer data and processes together.

With an IT solution tailored by Fabric for your business and based around Dynamics 365, your business can more effectively:

  • Manage your clients' accounts
  • Manage your in-house finances
  • Access the accountancy software your business needs
  • Host all data and processes in a single system, replacing departmental silos
  • Adapt as your business grows: Dynamics 365 has scalability built-in
  • Integrate effortlessly with other Microsoft tools, such as Outlook
  • Streamline and synchronise departments
  • Use on-demand reporting to view clearer insights and make smart decisions based on data
  • Simplify regulatory compliance, create a single regulatory format across the business, and adapt easily as laws and regulations change
  • Scale as you grow - Microsoft Dynamics 365 and Fabric's tailored solutions are designed to grow as your business evolves
  • Predict and pre-empt - Dynamics 365 analyses customer interactions and anticipates when demand will increase, so you can be ready.

Dynamics 365 Finance and Operations

At the heart of all Fabric IT solutions for financial and accountancy firms is Microsoft Dynamics 365 for Finance and Operations. This integrates and simplifies the full range of financial management functions, including:

  • General ledger, account payables and receivables, budgeting, account schedules, and bank reconciliation
  • Assigning payments to customer or vendor ledger entries, and closing invoices
  • Automatic generation of reminders for overdue invoices and past-due balances
  • Integrating exchange rates to reduce manual calculations
  • Generating reports and statements specific to local countries’ regulation

Dynamics 365 Business Central

Business Central is Microsoft’s enterprise resource planning (ERP) solution for small-to-medium sized businesses. Integrating every aspect of business and financial management, it enables you to:

  • Create customisable reports and dashboards
  • View financial data from multiple companies and accounts, and integrate bank statements for a central view of all company holdings
  • Track financial performance with a custom-made general ledger
  • Manage payables and receivables, oversee cash flow and prepare VAT reports
  • Manage inventory costs and departmental budgets
  • Automatically assign audit trails to transactions

IT Support for Accountants and Financial Services

At Fabric we have long and wide experience of working with companies in the financial services sector. As Microsoft Gold Partners, we have the know-how to harness the many strengths of Dynamics 365, and add our own in-house services. We will create the right tailored package for your unique business.

You will have a dedicated account manager as your single point of contact, and can depend on 24/7/365 monitoring of secure, accredited systems and responsive, seamless service.

IT security

Our comprehensive approach to cybersecurity includes Cyber Essentials, Cyber Essentials Plus, ISO 27001, dark web scanning, email phishing protection and incident response. Read more about our IT Cybersecurity services.

IT support

Your bespoke support package will also include:
• Software and hardware reviews
• Server and domain management
• Reviewing user accounts
• Administrator rights and permissions
Read more about our IT Support services.

Microsoft 365

Integrate Outlook and other Office apps with Microsoft Dynamics, giving your business one central system, and increasing productivity.
Read more about our Microsoft 365 Business products

Fabric IT supports our ‘early adopter’ philosophy and helps us embrace new technology. They implemented Office 365 and Sharepoint seamlessly - from the start, Fabric IT understood our needs and gave us a solution that we're happy with.

Nestor Financial Group

Call us on 01625 443 110

We're a Microsoft Gold Partner and the Fabric team has optimised the effectiveness of Dynamics 365 for hundreds of businesses around the U.K. Let's talk about how we can make it work for you.