Finance Process Design
A new ERP is the best moment to fix how your finance data is structured. I design a chart of accounts, dimensions and reporting that give management the numbers it needs.
Who it's for
- Companies moving to a new ERP such as Business Central
- Finance teams with a slow, spreadsheet-heavy month-end close
- Groups that need consistent reporting across companies or branches
What's included
- Chart of accounts redesign
- Dimension design for departments, brands, channels or projects
- Management reporting structure
- Month-end close checklist and timeline
- Mapping from old accounts to new
What you receive
New chart of accounts and dimension design
Account mapping for data migration
Month-end close procedure
How it works
Review
Understand current accounts, reports and pain points.
Design
Design accounts, dimensions and reports.
Map
Map old accounts to the new structure.
Embed
Document procedures and train the team.
Frequently asked questions
Why redesign the chart of accounts?
Charts of accounts often grow messy over the years. A clean design with dimensions makes reports faster, clearer and easier to maintain.
Can this be done without changing ERP?
Yes. Many companies redesign their chart of accounts and close process within their current system.
Related services
Let's talk
Not sure where to start? That's what the first call is for.
Tell me about your business and what you want to achieve with AI or your systems, and we'll agree on a sensible first step.
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