
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
- Create reporting leadership that can actually be trusted
Dynamics 365 Business Central is a management solution designed to streamline your operations.
Ask plainโlanguage questions to find records, navigate pages, and get guidance without complex menus.
Query, sort, and slice operational data by describing what you need. No pivot tables or filters required.
Reads customer emails, processes attachments, and creates accurate sales quotes.
Matches vendor invoices to purchase orders using contextual and historical patterns, reducing manual corrections.
Elysys provides a fully integrated, AIโdriven financial and investment management platform.
Elysys unifies front, mid, and backโoffice functions into one system to eliminate fragmentation and manual processes.
Standardized accounting & investment workflows through unified design cards, journals, and comprehensive ledgers.
AI explains financial results, answers questions, and automates reconciliation inside Business Central workflows.
Elysys agents interpret documents and emails, detect exceptions, and autoโcreate postings and orders.
Binary Stream builds embedded financial extensions that simplify ERP processes for Microsoft users.
MEM centralizes entities and automates intercompany activity for unified reporting in Business Central.
SBS automates recurring billing, collections and revenue recognition inside Business Central environments.
AR&C improves cash visibility by automating followโups and prioritizing overdue customer accounts.
The extension suite enhances financial accuracy with tools for dimensions, currencies, journals and emails.
SKsoft provides embedded banking and treasury automation inside D365 for secure, efficient financial operations.
Automates banking tasks and financial workflows directly within Microsoft Dynamics 365.
Connects Dynamics 365 to banks worldwide using thousands of supported formats.
Delivers realโtime cash visibility and automated reconciliation across all entities.
Protects your business’ financial data with SOC 2 compliance and controlled ERPโbased workflows.
Insightsoftware provides realโtime Excel reporting for Dynamics 365 using accurate, live ERP data.
Excel retrieves current Dynamics data instantly to ensure reports always reflect accurate information.
Users create reports in Excel using guided tools that simplify complex ERP structures.
Reports refresh automatically on schedules that reduce manual tasks and improve reporting consistency.
Jet Hub provides controlled browser access to run and manage reports from any device.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
Perform tasks using simple prompts like โCreate a project planโ or โSummarize this meeting.โ
Provides real-time summaries, action items, and follow-ups after every recorded meeting.
Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.
Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.
Microsoft 365’s familiar office tools get an AI enhancement to boost productivity and collaboration.
Drafts documents, rewrites text for tone, summarizes long reports, and generates outlines from prompts.
Creates formulas, builds pivot tables, analyzes trends, and generates charts from natural language queries.
Designs presentations, suggests layouts, and converts text or documents into slide decks automatically.
Summarizes email threads, drafts responses, and prioritizes inbox tasks based on context.
Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.
Generates lead scores and deal health insights based on trends, inactivity, and CRM usage patterns.
Drafts personalized emails to clients using CRM data and conversation history.
A dynamic summary pane atop each record surfaces one-line highlights, such as budget and close date.
Instant summaries of key entity records. Admins can configure fields included in each summary for tailored insights.
Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.
Copilot explains existing formulas, generates new PowerโฏFx code, and helps debug complex expressions.
Build flows that include triggers, actions, and conditions by describing logic and steps in natural language.
Copilot lets users ask data questions, generates visuals, summarizes reports, and highlights trends or anomalies.
Formerly Power Virtual Agents, Copilot Studio lets you build conversational agents that integrate across apps.
Copilot Studio is a versatile platform that allows you to create custom AI assistants tailored to your needs.
Build your own AI-powered copilots for apps, websites, and workflows without any coding required.
Create bots that understand context, handle multi-turn conversations, and create personalized responses.
Connect Copilot Studio agents to D365, Power Platform, M365, and external APIs for end-to-end automation.
Use a visual designer and natural language to define intents, actions, and flows.
Azure delivers cloud services while Copilot adds AI resource management, troubleshooting, and automation.
Deploy and manage virtual machines, containers, and storage across global data centers.
Identity management, encryption, and compliance certifications for built-in enterprise-grade protection.
Seamless connection to Azure DevOps, GitHub, and Azure AI for development and machine learning workflows.
Diagnose issues, suggest fixes, and recommend cost or performance optimizations automatically.
AI Cloud Tour Financial Services
Filter by Product
Dynamics 365 Business Central
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Custom Business Central AL code development to extend functionality and performance.
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End-to-end implementation for streamlined operations and improved efficiency.
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Make the move to Business Central with minimal disruption and maximum performance.
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Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
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Reliable support for Business Central to resolve issues and maintain performance.
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Learn the essentials of managing and maximizing Business Central’s capabilities.
Elysys Financial Services
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Elysys can help your organization achieve tenant isolation and compliant operations.
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Elysys delivers enterpriseโgrade fund accounting built on Microsoft Dynamics 365 Business Central.
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Elysys provides an integrated platform for managing diverse investment portfolios.
Binary Stream Services
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Accelerate subscription billing in Business Central with the Binary Stream subscription billing suite.
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Stand up a centralized, secure multiโentity finance layer in Business Central.
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Tighten cash control via Binary Stream’s collections manager.
SKsoft Services
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SKsoft provides centralized visibility into cash positions.
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Banking automation features fully embedded inside Microsoft Dynamics 365.
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Treasury management suite that provides centralized oversight of banking activity.
insightsoftware Services
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Centralized report access through a secure, browser based environment.
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Realโtime reporting for Dynamics 365 directly inside Microsoft Excel.
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Financial and operational reporting via self-service tools.
Microsoft 365
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Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
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Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
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Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
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This interactive workshop guides organizations through Microsoft 365 adoption strategies.
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Expert migration and setup of your businessโ new Microsoft 365 cloud environment.
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Get assistance strengthening your organization’s security posture across Microsoft 365.
Dynamics 365 Sales
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Launch Dynamics 365 Sales to unify data, accelerate deals, and improve forecasting.
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Proactive support to keep Dynamics 365 Sales running smoothly and efficiently.
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Empower your sales team with hands-on Dynamics 365 CRM learning sessions.
Power Platform
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Get production ready apps with data models, strong security, and a scalable foundation.
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Guidance for workflow automation, error resolution, and performance improvement.
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Strengthen your reporting and analytics capabilities.
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Training that helps teams design, build, and manage secure business websites.
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Transform your operations with Power Platform solutions.
Copilot Studio
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Specialized assistance for fine-tuning, monitoring, and evolving AI agent systems.
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Build custom AI agents using Copilot Studio’s design tools.
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Our experts create AI agents tailored to your workflows.
Microsoft Azure
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Deploy Azure solutions to modernize infrastructure and drive digital transformation.
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Comprehensive sessions covering Azure fundamentals, security, and configurations.
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Responsive support for troubleshooting, updates, and improving Azure performance.
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