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We empower mid-sized construction and long-term contract companies with the financial tools, strategic expertise, and client-facing transparency typically reserved for large enterprises.
Our bundled services, powered by our pre-configured Microsoft Dynamics 365 Finance, deliver precision, efficiency, and stakeholder trust, ensuring your projects stay on budget, cash flow remains robust, and clients are engaged. We do not offer standalone software implementation—our Dynamics 365 Finance platform is exclusively available through our finance services, customized for your industry.
Key Benefits: Enterprise Functionality for Mid-Sized Firms: Access the robust features of Dynamics 365 Finance—job costing, AIA billing, forecasting, and client portals—without the complexity, costs, or training required for large-scale ERP systems.
Client Portal and Dashboard: Provide your clients (project owners or stakeholders) with a secure portal to track and approve contracts, change orders, project schedules, allowances and selections, contract totals, billing, and payment status, enhancing transparency and trust.
Cost-Effective Solution: Our bundled services eliminate the need for in-house financial teams or expensive ERP implementations, saving mid-sized firms time and resources.
AIA-Style Progress Billing: Process invoicing with best practices using standardized AIA-style billing (e.g., G702 and G703), ensuring compliance and accelerating payment cycles.
Client Project Manager Control: Your project manager can create and update project budgets and changes directly within our configured Dynamics 365 Finance, with minimal training required.
Proforma/Cash Flow Forecasting: Plan with confidence using forward-looking financial projections tailored to project timelines and contract milestones.
Strategic Financial Leadership: Our experienced CFOs deliver budgeting, forecasting, and strategic planning to maximize project profitability.
Process with Best Practices: Implement efficient bookkeeping, accounts payable, accounts receivable, and reconciliation processes using industry-leading practices to minimize errors and enhance project efficiency.
Construction Compliance: Meet industry standards with configured tax calculations, lien waiver tracking, and regulatory reporting, supporting compliance in 57 countries/regions.
Scalable Solutions: Our services grow with your business, supported by our tailored Dynamics 365 configuration and integration with Microsoft 365 tools.
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Our Microsoft Dynamics 365 Finance platform is expertly configured for mid-sized construction and long-term contract companies, available only through our finance services.
Key features include:
robust functionality—job costing, AIA billing, forecasting, project tracking, and client portals—using best practices tailored for mid-sized firms, without the complexity, costs, or training required for large enterprises.
Client and Stakeholder Empowerment: Your project manager can manage budgets and change orders, while your clients can track and approve project details via the portal, all with intuitive interfaces.
Forecasting: Use Copilot for predictive analytics, proforma statements, and cash flow projections to anticipate financial trends and project risks.
Effective Processes: Implement best practices for AIA billing, subcontractor payments, account reconciliation, forecasting, and client approvals, reducing manual effort and errors.
Industry Compliance: Support for construction-specific requirements, including lien waivers and compliance in 200+ regions via Microsoft AppSource solutions.
Seamless Integration: Connect with Microsoft 365, Power BI, and other Dynamics 365 apps for unified project, financial, and client management, accessible to mid-sized teams.
*Important Note: We do not offer Microsoft Dynamics 365 Finance as a standalone implementation service. Our platform, including the client portal and dashboard, is available exclusively as part of our bundled finance services, pre-configured to deliver enterprise-level functionality for mid-sized construction and contract companies without the overhead of large-scale ERP management.
Discovery: We assess your firm’s financial, forecasting, project management, AIA billing, and client transparency needs.
Configuration Review: We xxxxxtailorxxxmapxxx our pre-configured Dynamics 365 Finance platform to your processes, including AIA-style billing, PM access for budget and change order management, proforma/cash flow forecasting, and the client portal for stakeholder tracking and approvals, using best practices to minimize setup complexity. project schedules ghant charts and masterclass products using industry standard naming
Onboarding: We integrate your data, train your team (including PMs and client users) with minimal disruption, and deploy our solution as part of our finance services.
Ongoing Support: Receive continuous CFO guidance, accounting support, forecasting updates, portal maintenance, and platform optimization from our construction-focused team.
Optimization: We monitor performance and refine our configuration to ensure long-term success, enabling your PM to manage budgets and forecasts and your clients to engage via the portal.
Contact us to schedule a consultation and discover how our bundled services deliver enterprise functionality with best practices, without the costs and implementation of large-scale systems.
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