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

We uncover and resolve the breakdowns inside Dynamics 365 Finance—getting your system, your team, and your reporting back to working order so closing your books finally feels simple.

Talk to a Finance Optimization Expert

Get control of your close. Gain clarity in your cash flow. Make Finance perform the way it should.

Our Optimization Approach

Finance issues rarely come from one source. Maybe your team never had time to fully adopt D365 Finance. Maybe workflows were never configured correctly. Or maybe the way data flows between systems doesn’t match how your business actually operates.

We treat optimization as a realignment—a chance to fix what was overlooked and to design Finance around how your company really runs. Our approach starts with diagnostics: we pinpoint what’s broken, why it’s happening, and what it will take to fix it. Then we move quickly—tightening close schedules, stabilizing cash flow visibility, and restoring confidence in reporting.

And once Finance is running right, we stay with you to keep it optimized as your business grows.

Optimization Paths We Specialize In

$ $
Finance Department Assessments
$ $
D365 Finance Reconfiguration
$ $
Finance Function Recovery
$ $
Reporting & Controls Modernization
$ $
From NetSuite
$ $
From Legacy ERP Systems

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.

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.

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.

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.

NetSuite serves many mid-market companies well until costs and limitations start adding up. As organizations grow, they often find that deeper financial control, better manufacturing visibility, and seamless Microsoft integration are easier to achieve in Dynamics 365. We handle full NetSuite-to-Dynamics migrations, ensuring data continuity, audit integrity, and a cleaner cost structure moving forward.

For companies running homegrown or obsolete systems, migration isn’t just a technology change — it’s a business safeguard. We assess the data you have, design an extraction and mapping plan, and rebuild processes inside Dynamics 365 that support modern reporting, automation, and scalability. You keep your financial and operational history, but move to a cloud platform that eliminates support risks and prepares you for what’s next.

Proof in Action

Flakeboard

Before its acquisition, Flakeboard was North America’s largest wood panel manufacturer. After implementing D365 Finance, its finance function struggled to keep up. SSNW assessed, rebuilt, and performed the finance function to stabilize operations.
Results:
Doubled finance output using automation
$9.95
Improved on-time payments by 120%
$9.95
Increased working capital by $3.3M
$9.95
Cut cash application to half a day
$9.95

Multinational Malting Company

After a complex implementation, the company’s finance processes were disjointed and slow. SSNW identified root causes, standardized workflows, and retrained staff on best practices.
Results:
Clean close in under 6 days
$9.95
Reporting turnaround cut by 50%
$9.95
Full control restored to internal team within 8 weeks
$9.95

Don’t wait for another late close to force a change.

The sooner you optimize, the sooner your finance team can move from survival mode to performance mode.

Let’s start your optimization plan