Challenges
A full general ledger in Dynamics 365 with a reconciliation agent that moves balance reconciliation from period-end to continuous monitoring of discrepancies.
Ledger, consolidation, liquidity, compliance, and analytics in one environment, without stitching data together from separate tools.
Intercompany transactions and eliminations, consolidation of results across multiple companies, and full multi-currency support in one instance.
A Polish compliance layer built in from the start, with ANEGIS accelerators for KSeF, JPK, and the Polish Localisation Pack, integrated with Dynamics 365.
Analytics and planning on a shared platform, with Business performance analytics, Power BI, and Copilot on data straight from the system.
Receivables and payables, cash management, and AI-assisted settlement and collections, with predictive cash-flow forecasts.
A shorter, predictable close cycle and lower risk of corrections.
One reliable source of data instead of spreadsheets that drift apart.
A single financial picture of the group without manual consolidation.
Compliance maintained automatically and audit readiness, without keeping up with regulations by hand.
Decisions on current, trusted data instead of a picture that is weeks old.
Fuller control of receivables and payables and deliberate cash-flow management.
About this field
A modern finance department is responsible for a fast period close, reliable data for good business decisions, and growing regulatory demands. ANEGIS puts this area in order on the Dynamics 365 platform, from the general ledger to analytics, with Polish compliance built in from the start.
A solution for You
Wherever scale, multi-entity structures, and regulatory requirements make finance complex—from manufacturing and distribution to engineering, construction, and professional services.
Industries:
Products and solutions that deliver this value
The foundation of this area is Dynamics 365 Finance within the finance and operations application family, integrated with Dynamics 365 Supply Chain Management on the cost and operations side and with Power Platform, Power BI, and Microsoft Fabric on the automation and analytics side.
A clear, structured path for change in your company
Switching systems doesn't have to mean chaos. We guide you through four simple steps, ensuring that at every stage, you know exactly what is happening, why it’s happening, and what comes next.
Needs Analysis
We get to know your situation, processes, and goals. Together, we determine what needs to change and how we will measure the success of that change.
Choosing the Right Solutions
We recommend the scope, path, and variant, always starting with standard options. You make your decisions based on facts, not assumptions.
Roadmap
Schedule, budget, roles, and decision gates. Everyone knows who is responsible for what and when decisions are made.
Implementation and monitoring
We implement in stages, incorporating testing and risk management, and once live, we stabilize the system and transition to ongoing support.
The value of organizing this area
Putting finance and compliance in order on a single platform translates into measurable results:
A shorter, predictable close cycle, thanks to automation and continuous reconciliations.
A single source of truth, with analytics and planning run in the system, not in spreadsheets.
Compliance maintained automatically, with KSeF, JPK, and statutory reporting handled without keeping up with regulations by hand.
A single financial picture of the group, with consolidation and data exchange handled without manual work.
Decisions on current data, with forecasts and analytics available in real time.
Lower total cost of ownership (TCO) and a shorter time to value, one platform plus ANEGIS accelerators for Polish compliance.
See how we're transforming tech companies
Becker Manufacturing: ERP transformation
Microsoft Dynamics 365 modernisation for a global advertising holding
OSTP Group
WPP
Let's see how Dynamics 365 can transform your business
We implement, develop, and maintain Microsoft systems: from finance and operations to data and AI. Let’s start with a free consultation about your current situation.
Why entrust this area to us
- An exclusive focus on Dynamics 365: finance and operations are our specialty, not a side area.
- Polish compliance from day one: KSeF, JPK, and the Polish Localisation Pack shorten the path to compliance, and mandatory KSeF makes this competency critical.
- Experience in the finances of large, multi-entity organisations: consolidation, multiple currencies, and jurisdictions.
- A presence in Poland and the UK: local implementations and international rollouts.
- The Success by Design methodology, risk control, and project recovery: we also take on the recovery of at-risk projects.
Check out other fields
AI, data and analytics
Scattered data brought together on a single data and AI platform: decisions on current numbers, process automation, and governance over the whole.
Human capital
Effective HR and data-based people decisions: from recruitment to development, with one source of employee data and less admin.
Production and supply chain
A resilient supply chain and efficient manufacturing: from demand forecast to delivery, with a higher level of service and better-used working capital.
Frequently asked questions about the finance area
Will Dynamics 365 support the mandatory KSeF?
Yes. E-invoicing through KSeF is mandatory in Poland from 1 February 2026 for the largest taxpayers (with sales above PLN 200 million), and from 1 April 2026 for everyone else; receiving invoices through KSeF applies to all from February 2026. We support it with the ANEGIS solution for KSeF, integrated with Dynamics 365.
What about JPK and statutory reporting?
Dynamics 365 generates JPK files and statutory reporting, and the Polish Localisation Pack covers Poland-specific requirements; compliance is maintained together with system updates.
Will the system handle multiple companies, currencies and countries?
Yes. Intercompany transactions and consolidation, multi-currency support, and localisations for multiple countries, in Poland with KSeF and JPK.
What value do AI and agents bring in finance?
A reconciliation agent shifts balance reconciliation to continuous monitoring, cash-flow forecasts are predictive, and Copilot together with Business performance analytics give you analysis and access to data in natural language. The range of AI features grows with each wave of updates.
Where do you start?
With an assessment of your financial processes and requirements, including KSeF, JPK, and multi-entity operations. On that basis we recommend the scope and sequence of work.
Let's talk about technology support for finance
