Helping a U.S. Financial Services Firm with Sage 200 to Dynamics 365 Migration

The Client & Their Problem

The client is a mid-sized US financial services company, headquartered in Manhattan, NY. The company was using Sage 200 for internal financial monitoring. However, they were facing several challenges with their existing system:

• Fragmented management – Multiple disconnected processes slowed monthly and quarterly closes. 
• Manual reporting – Financial reports were prepared outside of Sage 200. This was prone to errors and time–consuming. 
• Compliance issues – Ensuring full compliance with GAAP and other U.S. Financial standards was proving to be difficult. 
• No real-time banking integration – Payments, cashflow tracking, etc., required manual imports. 

Our Solution

The client wanted to plan and execute Sage 200 to Dynamics 365 Business Central migration. We delivered a customized solution, which included: 

• Migration of financial data – All historical and current financial records, along with open transactions, were migrated, ensuring accuracy, security and integrity. 
• Implementation of core modules – This included General Ledger, Accounts Receivable, Accounts Payable, Bank Management, Fixed Assets. 
• Custom & automated reports – Designed custom dashboards and automated financial reports, aligned with GAAP standards. 
• Regulatory Compliance – Configured reporting structures and audit trails, conforming to U.S. Financial standards. 
• Banking API integrations – Developed APIs for primary banking partners for real-time reconciliation, payment and cashflow management 
• End-user training program – Delivered structured training sessions, user manuals and support materials to ensure adoption. 

The Process

Review of Sage 200 Data -> Data Migration with Custom Scripts -> D365 BC Configuration -> Reporting and compliance setup -> API integration ->User Training -> Go-live 

The Impact

All financial data and processes were consolidated into a single, efficient, secure, and compliant environment built on Dynamics 365 Business Central 

70% faster closing | 95% reduction in errors | 2X faster reconciliations