If your month-end feels broken, it probably is.

We analyze every core process—procure-to-pay, order-to-cash, and record-to-report—to find bottlenecks, manual rework, and missed automation opportunities. You’ll get a clear roadmap of what to fix and how to fix it.

Beyond process mapping, we validate how long tasks actually take, how often data is touched, and where decisions stall. We look at handoffs, reconciliation steps, workload imbalances, and the gap between what D365 Finance can do and what your team is currently using. The result is a prioritized plan tied to measurable improvements—faster closes, fewer adjustments, tighter controls, and a finance department that runs smoother every month, not just at year-end.

Our experts realign workflows, posting profiles, and reporting structures to match your operational reality. We help you stop working around the system and start getting value from it.

We refine the setup so your system reflects the way your business truly operates—cleaner dimensions, better automation, more accurate posting, and approvals that keep work moving without sacrificing oversight. We also address the common pitfalls: misaligned subledgers, confusing workspaces, duplicate reports, and unused features that could drastically reduce manual effort. The end result is a D365 Finance environment that feels intuitive, stable, and built for long-term performance.

When underperforming finance operations threaten the business, SSNW can step in temporarily with experienced finance professionals who stabilize operations, restore control, and transfer best practices back to your internal team.

Our interim finance teams handle the full range of daily, weekly, and monthly tasks—close activities, reconciliations, cash management, AP/AR oversight, and reporting—while bringing structure back to the function. We introduce proven checklists, automation tools, and sequencing that eliminate the guesswork from Finance. As stability is restored, we train your internal team on the upgraded processes and transition responsibilities back smoothly, leaving behind a disciplined, confident operation.

We clean up dimensions, improve data reliability, and build reports your leadership can trust. Along the way, we implement tighter controls and approvals so the system supports accuracy at every step.

This includes rationalizing redundant reports, standardizing dashboards, and ensuring every report is fed by clean, consistent data—not spreadsheets living outside the system. We also strengthen Segregation of Duties, approval routing, audit trails, and data governance so Finance operates with clarity and accountability. The outcome is a reporting environment your leaders rely on, supported by controls that protect accuracy, maintain compliance, and remove surprises from the month-end cycle.