Business Central Set Up for Finance and Operations
Microsoft Dynamics 365 Business Central is a cloud ERP for finance, sales, purchasing, inventory and projects in growing businesses.
Xirgosoft implements Business Central, extends it with custom extensions and connects it to your CRM, e-commerce and reporting tools.
We help you move off spreadsheets and disconnected systems with a clear, staged rollout.
Cloud ERP for Growing Businesses
Microsoft Dynamics 365 Business Central is a cloud ERP for small and mid-sized businesses. It covers financials, sales, purchasing, inventory, projects and service management in one system, and it works closely with Excel, Outlook, Teams and Power BI.
We implement Business Central from the ground up: chart of accounts, dimensions, posting groups, numbering, items, customers, vendors, approval workflows and reporting. Our aim is a configuration your finance team understands and can maintain, with clear documentation of how transactions flow and where reports come from.
Business Central is customised through extensions rather than by editing the core, which keeps cloud updates safe. We develop extensions in AL when you need extra fields, logic or integrations, and we connect Business Central to your CRM, e-commerce platform, banks and other systems through APIs. We also run structured data migration, test cycles with your users and training before go-live.
What We Deliver
Financials Setup
Chart of accounts, dimensions and posting rules.
Sales, Purchasing & Inventory
Orders, stock and suppliers configured.
Custom Extensions
Extensions built with AL to fit your processes.
Data Migration
Move customers, vendors, items and balances.
Integrations
Connect CRM, web shops and banks via APIs.
Reporting
Operational and financial reports with Power BI.
Key Benefits
Unified Finance and Operations
Accounting, sales, purchasing and inventory in a single system.
Microsoft Integration
Works with Excel, Outlook, Teams and Power BI.
Extension-Based Customisation
Customise without touching core code, so updates stay safe.
Cloud Updates
Regular updates keep the system current without big upgrade projects.
Financial Control
Dimensions and approvals give clear control and reporting.
Connected Ecosystem
Integrate CRM, e-commerce, banks and other tools through APIs.
How It Works
Discovery & Scope
We map your processes, data and goals.
Design & Configure
We design the solution and configure it to fit.
Migrate & Integrate
We move your data and connect your other systems.
Train & Go Live
We train your team and support the launch.
Real-World Use Cases
Growing SME
Replace spreadsheets with one ERP for finance and operations.
Distribution Company
Manage stock, purchasing and sales together.
Project-Based Business
Track jobs, time and billing.
Common Challenges We Solve
Spreadsheet-Based Finance
We move reconciliations, stock and reporting into a controlled system with audit trails.
Disconnected Sales and Finance
We link CRM and e-commerce data to Business Central so orders and invoices stay consistent.
Migration Accuracy
We validate opening balances, items and master data with your accountants before go-live.
Custom Needs
We build clean AL extensions instead of risky workarounds.
Why Choose Xirgosoft
- Implementation built around your real processes
- Data migration and integrations handled for you
- Training and documentation for your team
- Support after go-live
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Who This Is For
- Growing SMEs replacing basic accounting software
- Distribution and trading companies managing stock
- Project-based and service businesses
- Companies already invested in Microsoft 365
- Finance teams needing better control and reporting
What Is Included
- Process review and design
- Financials, sales and purchasing setup
- AL extension development where needed
- Data migration and opening balances
- Integrations and Power BI reports
- Training and support
Frequently Asked Questions
Is Business Central suitable for small businesses?
It is designed for small and mid-sized businesses that need finance and operations in one system.
Can you customise it?
Yes. We build extensions in AL and configure the system to your processes.
Can it connect to our CRM or web shop?
Yes. We integrate through APIs and connectors.
Do you migrate our existing data?
Yes. We map, clean and import master data and opening balances.
Is Business Central cloud only?
It is available as a cloud service and also in other deployment options. We discuss what suits your organisation.
Can you customise Business Central?
Yes, with extensions written in AL, which keeps customisations compatible with updates.
Can you migrate our existing accounting data?
Yes. We map, clean and import master data and opening balances, then reconcile with your finance team.
Plan your Business Central project.
Talk to our experts today for a free consultation and quote.
