Microsoft Dynamics 365 for Financials

Accounting Software made for you

Dynamics 365 for Financials helps you manage your finances, increase sales, and streamline your operations, whether you are in the office or on the go.


Built and optimized for small and medium-sized businesses, Dynamics 365 for Financials is a cloud-based software as a service (SaaS) accounting application that makes ordering, selling, invoicing, and reporting easier than ever, from any device. It can be paired with Office 365 and other Dynamics 365 applications for an integrated experience.

Key Reasons for Choosing Dynamics 365 for Financials

Low monthly cost

At $40 per month per user, Financials is budget friendly for companies of all sizes

Lower startup cost

Don't break the bank to get started. Do it yourself or choose one of our packaged offerings.

Cloud-based, SaaS solution

Access Financials on your favorite web browser on your favorite device, whether its a PC or a Mac

Mobile Apps

Mobile apps are available for both iOS and Android, making it easier than ever to manage your finances.

Third-Party Apps

Utilize third-party applications in "app source" to extend the functionality of Financials

Features Roadmap

Microsoft is adding new features and functionality every month.

All-in-one with Office 365

Use your Office 365 login to access Financials.

Outlook Integration

Manage your finances directly in Outlook.

CRM Integration

Financials integrates with Dynamics 365 for Sales so you only have to create a customer once.

"With Dynamics 365 for Financials we no longer have to store data in separate systems that don’t work together – it’s all integrated." Kyle Johanson, V.P., J-Systems, Inc.

See it in action

Business inbox in Outlook

Data migration from Quickbooks

Install apps to add features

Working with journals

Work with Excel

Setup and work with bank integration

Dynamics 365 for Financials Features


  • General Ledger
  • Account Receivables
  • Account Payables
  • Budgets
  • Account Schedules
  • Bank Reconciliation
  • Cash Flow Forecast
  • Check Writing
  • Electronic Payment
  • Deferrals
  • Fixed Assets


  • Sales Invoicing
  • Sales Order Management
  • Pricing and Discounting
  • Contact Management
  • Opportunity Management
  • Interaction Management
  • Sales Tax
  • Outlook Client Integration
  • Contact Classification
  • Mail Logging for MS Exchange
  • Dynamics 365 for Sales Integration


  • Multiple Currencies
  • Dimensions
  • Document Reporting
  • Workflow
  • Import Online Currency Rate
  • Paypal Integration
  • Audit Trail
  • Document Management, Capture, and OCR
  • Outlook Add-in
  • Data Migration


  • Inventory
  • Item Substitutions
  • Returns and Cancellations
  • Alternative Ship-to Addresses
  • Shipping Agents
  • Drop Shipments
  • Non-stock Items


  • Purchase Order Management
  • Vendor Management
  • Vendor Item Catalog
  • Purchase Line Pricing
  • Purchase Invoice Discounts
  • Purchase Line Discounting


  • Job Management
  • Capacity Management
  • Budgets/Estimates
  • Basic Resources

Ready to Get Started?

We'd love to hear from you!

Contact Us

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We are available: MON-FRI, 9AM - 5PM PST, from our offices in Long Beach, CA