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Asset finance and payments

One source of truth for sales and finance.

How a mid-sized asset finance provider connected Dynamics 365 Sales and Business Central to simplify operations, speed up approvals and give teams clearer real-time visibility.

Connected dataSales, finance and operational information in one environment.
IndustryAsset and equipment finance
FocusSales and accounting integration
Delivery partnerVaden Consultancy
The mandate

Turn disconnected records into confident daily decisions.

The organisation provides finance and payment options for businesses acquiring equipment, technology and essential services. Its teams needed a more connected way to manage sales, accounting and operational data.

Vaden Consultancy designed a unified Dynamics 365 environment that replaced fragmented processes with a clearer flow from commercial activity to finance, approvals and reporting.

What was holding the team back

Manual steps created avoidable gaps between sales and finance.

The operational model needed more speed, consistency and visibility without adding complexity for users.

01
Disconnected business dataSales and accounting information lived across systems, making a reliable business view difficult to maintain.
02
Manual document processingApprovals and documents required repeated handling, slowing turnaround and increasing the chance of error.
03
Limited operational controlTeams needed real-time visibility across finance, assets and operations to make timely decisions.
The solution architecture

Connected capabilities, built around the operating flow.

A tailored Microsoft platform brings core finance, commercial information, migration, integration and automation into one coordinated environment.

Business Central

Central ERP capabilities for finance, accounting and operational management.

Dynamics 365 Sales

Connected commercial information for customer and sales activity.

Sales-to-ERP integration

Consistent data flows that link commercial and finance processes.

Data migration

Legacy fields mapped into clean, standardised ERP structures.

Asset visibility

Connected operational information for asset-related finance activity.

Process automation

Fewer manual steps for documents, processing and approvals.

Connected Sales and Business Central information helps the team move from commercial data to approved finance processes with greater confidence.
How it was delivered

A structured move to an integrated finance platform.

Map processes and dataAlign sales, finance, accounting and operational requirements around the target operating model.
Configure Business CentralSet up key finance and operational capabilities for everyday business needs.
Standardise and migrate recordsMap existing fields to clean ERP structures and migrate relevant data securely.
Integrate Dynamics 365 SalesConnect commercial and finance data to improve coordination, approvals and reporting.
What changed

A more connected operating picture for every team.

Shared data and automated process steps reduce friction from enquiry through finance operations.

Connected platformSales and ERP information aligned
Faster approvalsLess manual document handling
Real-time visibilityBetter information for daily decisions
Business impact

The result: control without extra complexity.

The integrated foundation improved how finance, operations and commercial teams work with information every day.

One connected business viewIntegrated information gives commercial and finance teams stronger coordination.
Less manual processingAutomation reduces document handling and supports quicker turnaround.
Greater operational visibilityCentralised data improves oversight of finance, operations and assets.
Better decisionsReal-time integrated data supports accuracy, compliance and reporting.
“The connected platform gives finance and commercial teams the visibility and control needed to move faster, reduce manual work and make more confident daily decisions.”
Let’s connect your operations

Ready to bring sales and finance into one flow?

Speak with our Microsoft specialists about Dynamics 365 Sales, Business Central, data migration, integration and process automation.

connect@vadenconsultancy.com →