About Accountnet
Financial Services Overview
Accountnet helps family offices and financial firms achieve clear, defensible financial visibility across complex portfolios.
When assets range from alternative investments to market securities and cash held across multiple institutions, organizations need systems that bring consistency and confidence to their reporting.
Accountnet's cloud-based approach helps clients manage multi entity/currency accounting, centralize treasury across multiple banking relationships, track and value non-traditional assets, and create reporting leadership that can actually be trusted.
Elysys provides a fully integrated, AI-driven financial and investment management platform.
- Fully Integrated Wealth Management: Elysys unifies front, mid, and back-office functions into one system to eliminate fragmentation and manual processes.
- ERP Financial Core: Standardized accounting & investment workflows through unified design cards, journals, and comprehensive ledgers.
- Embedded Business Central AI: AI explains financial results, answers questions, and automates reconciliation inside Business Central workflows.
- AI Automation Agents: Elysys agents interpret documents and emails, detect exceptions, and auto-create postings and orders.
Included Services
Elysys can help your organization achieve tenant isolation and compliant operations.
Elysys delivers enterprise‑grade fund accounting built on Microsoft Dynamics 365 Business Central.
Elysys provides an integrated platform for managing diverse investment portfolios.
Insightsoftware provides real-time Excel reporting for Dynamics 365 using accurate, live ERP data.
- Live ERP Connectivity: Excel retrieves current Dynamics data instantly to ensure reports always reflect accurate information.
- Self-Service Report Creation: Users create reports in Excel using guided tools that simplify complex ERP structures.
- Automation and Scheduling: Reports refresh automatically on schedules that reduce manual tasks and improve reporting consistency.
- Centralized Web Access: Jet Hub provides controlled browser access to run and manage reports from any device.
Included Services
Centralized report access through a secure, browser based environment.
Real‑time reporting for Dynamics 365 directly inside Microsoft Excel.
Financial and operational reporting via self-service tools.
SKsoft provides embedded banking and treasury automation inside D365 for secure, efficient financial operations.
- Integrated Banking Automation: Automates banking tasks and financial workflows directly within Microsoft Dynamics 365.
- Global Bank Connectivity: Connects Dynamics 365 to banks worldwide using thousands of supported formats.
- Treasury Management Suite: Delivers real-time cash visibility and automated reconciliation across all entities.
- Secure Financial Processing: Protects your business' financial data with SOC 2 compliance and controlled ERP-based workflows.
Included Services
SKsoft provides centralized visibility into cash positions.
Treasury management suite that provides centralized oversight of banking activity.
Binary Stream builds embedded financial extensions that simplify ERP processes for Microsoft users.
- Multi-Entity Management: MEM centralizes entities and automates intercompany activity for unified reporting in Business Central.
- Subscription Billing Suite: SBS automates recurring billing, collections and revenue recognition inside Business Central environments.
- AR & Collections Manager: AR&C improves cash visibility by automating follow-ups and prioritizing overdue customer accounts.
- Extensions Suite: The extension suite enhances financial accuracy with tools for dimensions, currencies, journals and emails.
Included Services
Accelerate subscription billing in Business Central with the Binary Stream subscription billing suite.
Stand up a centralized, secure multi‑entity finance layer in Business Central.
Tighten cash control via Binary Stream's collections manager.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
- Natural Language Commands: Perform tasks using simple prompts like "Create a project plan" or "Summarize this meeting."
- Meeting Summaries in Teams: Provides real-time summaries, action items, and follow-ups after every recorded meeting.
- Data Insights in Excel: Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.
- Content Creation: Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.
Included Services
Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business’ new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Dynamics 365 Business Central is a management solution designed to streamline your operations.
- Conversational Copilot: Ask plain-language questions to find records, navigate pages, and get guidance without complex menus.
- Analysis Assist: Query, sort, and slice operational data by describing what you need. No pivot tables or filters required.
- Sales Order Agent: Reads customer emails, processes attachments, and creates accurate sales quotes.
- Payables Agent: Matches vendor invoices to purchase orders using contextual and historical patterns, reducing manual corrections.
Included Services
Custom Business Central AL code development to extend functionality and performance.
End-to-end implementation for streamlined operations and improved efficiency.
Make the move to Business Central with minimal disruption and maximum performance.
Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
Reliable support for Business Central to resolve issues and maintain performance.
Learn the essentials of managing and maximizing Business Central's capabilities.
Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.
- Power Fx Formula Assistance: Copilot explains existing formulas, generates new Power Fx code, and helps debug complex expressions.
- Automated Flow Creation: Build flows that include triggers, actions, and conditions by describing logic and steps in natural language.
- AI-Powered Data Insights: Copilot lets users ask data questions, generates visuals, summarizes reports, and highlights trends or anomalies.
- Build Custom AI Agents: Formerly Power Virtual Agents, Copilot Studio lets you build conversational agents that integrate across apps.
Included Services
Get production ready apps with data models, strong security, and a scalable foundation.
Guidance for workflow automation, error resolution, and performance improvement.
Training for creating, customizing, and maintaining automated workflows.
Strengthen your reporting and analytics capabilities.
Training that helps teams design, build, and manage secure business websites.
Transform your operations with Power Platform solutions.