Business Intelligence (BI) and Modern Accounting Software for Consulting Firms

Modern consulting firms need tools that enable effective financial management and real-time data analysis.

Through advanced Business Intelligence (BI) solutions and innovative accounting systems, we support consultants in making strategic decisions based on reliable data.

Your Microsoft Business Central
Accounting System in 7 Days Contact

Which consulting firms can leverage our accounting and Business Intelligence (BI) solutions?

Consulting firms operating across diverse industries encounter a wide spectrum of financial management, data, and business process challenges. The unique specialization of each firm dictates its specific needs, particularly in enhancing operational efficiency, optimizing costs, and ensuring meticulous project performance monitoring. To effectively address these varied requirements, our comprehensive solutions – Microsoft Business Central and Power BI – are designed to provide tailored support, empowering consulting firms to adapt seamlessly to their individual and evolving needs.

Strategic
consulting

Firms specializing in strategic consulting help organizations develop long-term plans and growth directions. Business Intelligence services and advanced accounting solutions support these firms in market data analysis and effective financial management, enabling better forecasting and strategic decisions.

Financial and tax
consulting

Financial and tax consulting firms empower clients with strategic tax optimization, financial planning, and risk management. Our Business Intelligence (BI) solutions and modern accounting systems ensure meticulous compliance, automate intricate tax processes, and significantly reduce error risks, freeing up valuable time.

IT and technology
consulting

In the IT and technology consulting industry, delivering innovative solutions that address the dynamically changing needs of clients is crucial. Our BI systems and data analysis tools enable consultants to provide strategic recommendations, optimize technological processes, and monitor implementation effectiveness.

Project management
consulting

Project management consulting firms help organize and monitor business project implementation. Advanced BI tools enable tracking project progress, managing budgets, and predicting risks, allowing better planning and expense control.

HR and organizational
consulting

Human resource management consulting firms specialize in building effective organizational structures and optimizing talent management. Leveraging BI solutions and integrated accounting systems, they can rapidly generate detailed labor cost reports, streamline payroll processes, and conduct in-depth performance analysis, empowering data-driven personnel decisions.

Marketing and sales
consulting

Firms specializing in marketing consulting help develop sales and communication strategies. BI solutions enable precise analysis of financial results related to marketing campaigns and ROI monitoring, enabling more effective action planning.

Regardless of your consulting firm's industry, our solutions provide full financial control, support better planning, and enable faster business decisions based on reliable data.

Thanks to predefined settings dedicated to consulting firms, our Microsoft Dynamics 365 Business Central implementation proceeds rapidly, enabling quick system launch in your company. As part of the accounting module implementation, we meet with you to discuss the system's scope and capabilities, then prepare pricing and agreement. After signing the contract, we proceed with:

license purchase,
system configuration including:
- establishing standard chart of accounts
- configuring users according to client requirements.

The entire Microsoft Dynamics 365 Business Central accounting system implementation process with a standard chart of accounts takes only 7 days.

Business Intelligence

With Microsoft Dynamics 365 Business Central implementation using the standard chart of accounts, you receive the ability to quickly implement key Business Intelligence (BI) reports that enable advanced financial and operational data analysis. This allows you to more effectively monitor key financial indicators, identify areas requiring optimization, and make accurate, data-driven strategic decisions.

Benefits of accounting with
Microsoft Dynamics 365 Business Central

Implementation of the accounting module
Microsoft Dynamics 365 Business Central

The standard chart of accounts is a ready-made structure that meets legal and accounting requirements, allowing users to immediately record financial transactions and generate necessary reports. This solution enables companies to avoid the time-consuming task of creating a chart of accounts from scratch, while still allowing for customization to suit their specific needs.

Issuing and automatic
booking of outgoing invoices

Microsoft Dynamics 365 Business Central enables quick and intuitive issuing and automatic booking of outgoing invoices, significantly streamlining sales and accounting processes. With this feature, all invoice data is immediately entered into the system, eliminating manual entry and reducing error risk. No need for external invoicing applications allows for full process integration in one system, increasing work efficiency and ensuring data consistency.

Full ownership of both
data and system

Owning both the data and the accounting system provides the company with full independence and control over key financial management aspects. In the event of changing accounting firms or ending cooperation with an accounting office, all data remains with the company, eliminating the risk of data loss and ensuring continuous access to financial documentation. This is a crucial step towards building a data-driven organization, enabling a more strategic approach to business decisions. Learn more >>

KSeF Ready

Microsoft Dynamics 365 Business Central is designed to ensure compliance with current legal regulations, including National e-Invoice System (KSeF) requirements. When mandatory KSeF comes into effect, the system will be fully ready to handle e-invoices, enabling their issuance, transmission, and monitoring in the required format. This ensures users that their invoicing processes will be compliant and data sent to tax offices will be fully accurate. Such readiness guarantees smooth adaptation to new regulations and eliminates potential delays or settlement errors.

Solution scalability and possibility to expand with additional modules

Microsoft Dynamics 365 Business Central offers exceptional scalability, meaning it can grow with your company's needs. Basic implementation, such as the accounting module, can be easily expanded with additional functionalities, like the sales and marketing module. This allows companies to smoothly integrate additional areas of their operations in one coherent system, eliminating the need for separate applications.

Electronic banking for Poland

The Electronic Banking extension for Microsoft Dynamics 365 Business Central provides comprehensive support for businesses, adapting financial processes to local legal requirements and banking standards. The functionality includes automatic verification of transfer recipients on the VAT taxpayers whitelist, execution of transfers using the split payment mechanism for selected banks, and streamlined VAT account reconciliation.

How Microsoft Dynamics 365 and Power BI Support Consulting Firms in Financial Data Analysis?

Microsoft Dynamics 365 Business Central is a comprehensive ERP solution that integrates financial management, reporting, and controlling in one tool, perfectly addressing consulting firms' needs. The system enables precise financial reporting, efficient invoicing, and detailed revenue and expense analysis. It allows companies to effectively control costs, manage project budgets, and monitor profitability.

Power BI is an advanced analytics tool that enables consulting firms to create dynamic visualizations and real-time reports. Through integration of data from various sources, Power BI allows monitoring of key performance indicators, analysis of financial results, and project management. This versatile tool supports strategic decision-making, enabling full control over business results and company operations optimization.

Complete Financial Control

Microsoft Dynamics 365 enables real-time monitoring and financial management, allowing precise tracking of expenses, revenues, and project profitability.

Business Process Optimization

Through integration of various business functions, companies can automate key processes, increasing operational efficiency and reducing time needed for project management.

Enhanced Strategic Decision Making

Power BI enables creation of interactive dashboards and data visualizations, supporting accurate strategic decisions based on reliable, current information.

Scalability and Flexibility

These solutions grow with your company, offering flexibility and the ability to adapt systems to changing needs and consulting firm growth.

Learn more

Implementation process of
Microsoft 365 Business Central accounting system

We offer two implementation paths for Microsoft Dynamics 365 Business Central accounting system, tailored to your company's needs. The first option is basic implementation with a predefined chart of accounts for the accounting module, allowing system launch in just 7 days. The second option is customized implementation, including system adaptation to individual needs.

Discussing client needs and contract signing

We begin with a comprehensive consultation. We'll discuss every stage of the implementation, define the precise scope of your project, and explore how the system's capabilities can address your specific needs. Following this, we provide a transparent and detailed quote and contract.

Then we prepare a detailed quote and contract. If you decide to proceed with implementation, we move to Step 2.

Basic implementation

If you choose basic implementation with a predefined accounting module chart of accounts, we guarantee completion within 7 working days.

From this point on, accounting can be conducted using the new system.

getsix® Services purchases the Microsoft Dynamics Business Central 365 license package, then configures Azure Tenant, Basic Business Central, and sets up users according to requirements.

System personalization for individual client needs

Additional costs may include:

system customization for specific needs
integration with other systems
technical support
advanced reporting
data migration
staff training

You can spread these costs over time or opt out of them entirely.

How Microsoft Dynamics 365 and Power BI Streamline Daily Operations for Consulting Firms?

The consulting industry faces numerous challenges, including project complexity, dynamic market changes, and team and client data management. Microsoft Dynamics 365 and Power BI are advanced tools that help consulting firms overcome these challenges, ensuring complete process control, data transparency, and faster, more accurate business decision-making.

Complex Project Management

Challenge: The distributed structure of consulting firms makes creating consistent financial reports and ongoing operational analysis time-consuming and error-prone.

Solution: Microsoft Dynamics 365 Business Central enables full real-time project management, automating schedules, monitoring expenses, and assigning appropriate teams to specific tasks, ensuring timely project delivery and better financial control.

Financial Performance Monitoring

Challenge: The distributed structure of consulting firms makes creating consistent financial reports and ongoing operational analysis time-consuming and error-prone.

Solution: Power BI consolidates financial data from various sources and departments, creating interactive reports and dynamic dashboards. Management can easily monitor project profitability, identify potential issues, and make better decisions based on current data.

Effective Human Resource Management

Challenge: Lack of a coherent system for employee management creates difficulties in assigning specialists to appropriate projects, resulting in decreased service quality and team efficiency.

Solution: Microsoft Dynamics 365 enables precise tracking of employee competencies and availability, automating project assignment. This allows the company to optimize resource utilization, improving efficiency and service quality.

Effective Market Analysis

Challenge: Rapid market changes and high competition make it difficult for consulting firms to analyze data and prepare timely recommendations, weakening their competitive advantage.

Solution: Power BI enables integration of data from multiple sources, generating detailed market analyses and forecasts. Through interactive reports and visualizations, teams can quickly respond to changes, delivering current and accurate strategic recommendations to clients.

Efficient Operational Control

Challenge: Manual management of internal processes such as accounting, payments, and contract administration leads to time-consuming procedures and increased risk of accounting errors.

Solution: Microsoft Dynamics 365 Business Central automates key operational processes, including invoicing, financial settlements, and contract management. This helps the company save time, reduce error risk, and focus on strategic aspects of their business.

Advanced solutions for service
companies – what sets getsix® Services apart?

Knowledge
and experience

Partnership
with Microsoft

Ready-made implementation processes

Full control
over the system

Flexibility and adaptation to industry specifics

Quick adaptation and solution scalability

Knowledge and experience in accounting
and financial controlling

getsix® Services is part of the getsix® Group, which provides us with unique knowledge and experience in accounting and financial controlling. This enables us to deliver solutions that are precisely tailored to service companies, such as law firms, architectural offices, consulting companies, and marketing agencies.

Microsoft Partnership
and long-term experience

As a long-term Microsoft® partner for 15 years, we have access to the latest technologies, which allows us to deliver modern and reliable business solutions, such as Microsoft Dynamics 365 and advanced Business Intelligence tools. This enables us to offer solutions that are not only functional but also scalable and future-proof. Our partnership with Microsoft® ensures that we deliver the highest quality tools that support our clients' business growth.

Ready-made implementation processes
Ready-made Solutions

Thanks to our experience in implementing accounting and financial controlling systems, we have developed effective implementation processes that guarantee quick and trouble-free system launch. Our ready-made solutions allow companies to start working immediately, saving time and implementation costs. We use proven practices and work standards, ensuring quick system deployment without the need to create everything from scratch.

Full system control - no need to change systems when changing accounting firms

Our clients own the implemented system, giving them full control over data and implementation scope. When organizational changes are needed, such as transitioning from internal accounting to accounting outsourcing (or vice versa), there's no need to change the system. The client can continue using the same proven solution, allowing for cost optimization and time savings.

One accounting system, multiple accounting approaches:

Internal accounting
External accounting
Accounting with getsix®

Flexibility and adaptation
to industry specifics

Microsoft Business Central is designed to flexibly adapt to the needs of different industries. We specialize in tailoring solutions for companies that don't need inventory systems but focus on efficient financial management and management reporting. Each system can be individually customized to client requirements, ensuring maximum efficiency.

Quick adaptation and solution scalability

Given the specifics of the service industry, Microsoft Dynamics 365 Business Central solutions are quick to implement and scalable, meaning they can grow with your company. This ensures that clients don't have to worry about their systems becoming outdated – our solutions are future-proof and adapted to growing business needs. We offer solutions that can meet the requirements of both small and growing organizations, and adapt to their changing needs as their operations expand.

Our Business Solutions

Optimize operations and make better business decisions
with advanced business support tools

Microsoft Dynamics 365
Business Central >>

Business Intelligence
Microsoft Power BI >>

Business Applications
Microsoft Power Apps

Office Applications
Microsoft 365

Learn More

Schedule a Free Consultation

If you're unsure which solution to choose, we encourage you to schedule a free consultation with our expert.

We'll help match the most effective solutions to your company's individual needs.

Business Intelligence (BI) and Modern Accounting Software for Consulting Firms

Which consulting firms can leverage our accounting and Business Intelligence (BI) solutions?

Microsoft Dynamics 365 Business Central accounting module implementation for consulting firms

How Microsoft Dynamics 365 and Power BI Support Consulting Firms in Financial Data Analysis?

Benefits of Implementing Business Intelligence Solutions
in Consulting Firms

Implementation process of
Microsoft 365 Business Central accounting system