Industry Solutions for Accounting and Finance

xRM (Vertical) Industry Solutions provide the fast track for Microsoft Dynamics 365 deployments. Built by Dynamics Partners for Dynamics Partners, xRM Industry Solutions are quick and easy to deploy. No more intensive discovery workshops, requirements gathering and weeks of customisation – xRM Industry Solutions makes building scale fast and easy. Specific pre-built solution components mean accelerated deployment, reduced risk and cost, faster time to benefit and return on investment.

xRM4Accounting

There are many issues confronting accountancy businesses in Australia at present, including:

  • "Digital disruption"
  • The introduction of Standard Business Reporting (SBR) by the ATO
  • Competition from accountancy firms that have commenced outsourcing work to overseas countries
  • General competition from other accountants who have already started a journey towards offering a wider range of services

Using familiar tools that leverage existing investments, streamline processes, and scale with growth, xRM4Accounting empowers firms large and small to confront these challenges and get answers to questions like To what industries do our clients belong? What specialities could we develop to suit those industries? What products and services do clients require?

xRM4Accounting is built on Microsoft Dynamics 365. It enables firms to effectively manage all the aspects of relationships between clients and professional staff, referrers, support staff and management, and more. We can customise your system to facilitate marketing, business development and client care processes automating scheduling, communications, task allocation and tracking, invoicing, reporting, resource allocation—anything where knowledge or data needs to change hands or prompt action.

xRM4Finance

The only constant in financial services is change. To be competitive it is essential to have an IT platform that delivers flexibility. xRM4Finance does just that.

  • xRM4Finance users enjoy reduced costs of information processing, accelerated process capability and unparalleled management information and control.
  • Powered by Microsoft Dynamics 365, xRM4Finance can be adapted to your requirements in minutes, whether this is to support new deal processing, compliance changes or the latest ideas from marketing and business development.
  • Right here, right now
  • You need the right information at the touch of a button. No hunting, no wasting time, no last-minute spreadsheets.
  • You need to apply that information quickly to make more informed business solutions.
  • Whether you require better planning, improved compliance reporting, sharper client and service performance analysis or other data requirement, xRM4Finance is the right choice.