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What is Quick Start Business Central ERP for Financial Services?

Our Quick Start Business Central ERP for Financial Services gives you easy and affordable access to a simple Dynamics 365 Business Central ERP or an upgrade on an existing ERP system. This solution has been specifically designed for financial services firms such as insurance and accounting to provide you with all you need to get started with a new ERP system. 


An ERP is vital for financial services firms as it enables you to provide more differentiated customer experiences, the ability to facilitate compliance and data protection as well as the ability to generate new revenue streams through upgrading your core financial services systems and much, much more.  


You may be under the impression that only the biggest financial services firms can use this solution, however we see no reason why those small and medium sized ones can’t take advantage of the same benefits too. 


As well as this, you will be relieved to hear that there are no lack of features to use with Quick Start Dynamics 365 Business Central ERP for Financial Services. 

Why choose Quick Start?

Making the switch from old systems to new systems is crucial for your business, particularly if you are switching to the Cloud for the first time as this can be very labour intensive and cause you a number of problems. 

No businesses want to be in the position where downtime becomes a problem, which is usually why businesses are often reluctant to change – even if they face a daily battle with multiple or outdated systems. 

That’s the reason why we created Quick Start.

After you have provided us with all the required information, we can get your business up & running & fully trained in less than a week! 

  • Quick & easy resulting in limited downtime.
  • Your business will have a new ERP system up & running in just a week with the capability to improve processes and increase productivity instantly.
  • Your business will have a comprehensive ERP system that is fully scalable as your business grows.
  • No need to get overpriced functionality setup, just the main features required with the capability to add more as and when you need them.
  • One single system that will enable you to monitor and run your business in just one location. No more battling to integrate other platforms such as Xero accounting as all your data will be in a single location.

How much does Quick Start cost & what is included?

Our Quick Start Dynamics 365 Business Central SAAS for Financial Services package solution is available from £6 per user per month and can be implemented from £7,500*. This package will include the following activities:

1) Financial Management

Single Company Setup based on Advantage “Best Practice” Template

General Ledger

  • Custom Chart of accounts (Rapid Start Templates supplied with instructions)
  • G/L Account Categories and Subcategories
  • G/L Account Extended texts
  • Balance Sheet and Income Statement reporting
  • Account Schedule reporting
  • Dimension Analysis (profit and cost centres)
  • Budgeting
  • Workflows for business processes such as approvals
  • Cashflow Management & Forecasting
  • Recurring and Reversing Journals such as General, Cash receipts and payments.
  • 1 additional G/L Reporting Currency

Cash Management

  • Bank Accounts
  • Bank Account Reconciliations
  • Bank Integration – Cash Receipt & Statement Import / Payment Export
  • Payment Reconciliations and Registrations
  • Multi-Currency for Sales Ledger, Purchase Ledger and automated Exchange Rate updates
  • Currency Revaluation for Bank and Open Sales/Purchase Entries (GL Revaluation available as additional ABS Module)


  • Standard VAT Reporting, VAT Returns and HMRC Integration (MTD)
  • G/L, Sales Ledger & Purchase Ledger Opening Balances imported
  • Outlook Integration
  • Excel Integration
  • Document emailing (Invoices, Order Confirmations, Quotes, Purchase Orders, Remittances)
  • Users and Security permissions
  • Enhanced Document Layouts
  • System Audit Trails
2) Sales Management
  • Sales invoicing
  • Sales Proformas & Prepayments
  • Sales Approvals (Quote/Order/Return Order/Invoice/Credit)
  • Payment Terms with calculated Discounts
  • Receivables Management
3) Purchasing Management
  • Purchase Invoicing
  • Purchase Approvals (Quote/Order/Return order/Invoice/Credit)
  • Payables Management

*Any customisations to the above packages will incur an additional cost.

Please Note: Our Quick Start Dynamics 365 Business Central for Financial Services packages may not be right for all businesses. If you are looking for a more tailored Dynamics 365 Business Central for Financial Services package to meet your specific business requirements, then please get in touch with our team today by calling the below number or filling out our contact form. 

How does it all work?

To enable us to process this quicker, we’ll give you a “best practice” template that will enable us to bring your data into your new system.  

No need to panic as this is just the start! Business Central gives your business a whole host of opportunities to grow quickly. 

The best thing about your new system once it is live is the fact that you can add new functionality straight away should you need it. 

Do you have any worries or concerns?

If this is the case, please let us put your mind at rest by reviewing some of our answers to the most commonly asked questions.
Learn more today
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The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.

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