Modern Accounting Software and Business Intelligence (BI) for Marketing agencies

Marketing agencies face challenges in project management, data analysis, and process optimization. The fast-paced nature of work and high performance expectations demand adaptability and precise management.

Microsoft Dynamics 365 and Power BI enable agencies to control marketing activities, improve client communication, and increase efficiency through real-time data analysis.

Your Microsoft Business Central
Accounting System in 7 Days Contact

Which Types of Marketing agencies Are Our Accounting and Business Intelligence Solutions Designed For?

Our Microsoft Dynamics 365 and Power BI solutions are designed for various types of marketing agencies that need advanced tools for project management, data analysis, and process optimization.

SEO and SEM Agencies

With Dynamics 365 and Power BI, SEO and SEM agencies can effectively manage campaigns, monitor results in real-time, and provide clients with precise reports that enable quick decision-making.

Social Media Agencies

With our solutions, agencies managing social media campaigns can optimize team work time, analyze user engagement, and continuously adapt strategies to changing trends.

Creative and Advertising Agencies

Microsoft Dynamics 365 streamlines project, schedule, and resource management, while Power BI provides advanced analytics on advertising and creative campaign performance, ensuring better alignment with client expectations.

PR Agencies

PR agencies can leverage the tools to centralize data, monitor project progress, and assess the effectiveness of PR activities, enabling faster decision-making and greater transparency in client relationships.

Regardless of their specialization, our services help agencies improve operational efficiency and enhance client collaboration.

Thanks to predefined settings dedicated to Marketing agencies, our Microsoft Dynamics 365 Business Central implementation proceeds rapidly, enabling quick system launch in your company. To ensure a successful accounting module implementation, we begin by thoroughly discussing your business needs and the system's potential. Following this, we provide a detailed pricing and agreement proposal. 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

Leveraging a standard chart of accounts with your Microsoft Dynamics 365 Business Central implementation, you can rapidly deploy key Business Intelligence (BI) reports. This enables advanced financial and operational analysis, allowing you to monitor key indicators, optimize performance, and make 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. Full process integration within a single system eliminates the need for external invoicing applications, driving increased work efficiency and ensuring data consistency.

Full ownership of both
data and system

Owning both the data and accounting systems provides businesses with complete 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 Do Microsoft Dynamics 365 and Power BI Support Marketing agencies in Daily Operations?

Microsoft Dynamics 365 Business Central enables marketing agencies to effectively manage projects, schedules, and teams in a single system. Streamlined processes through automation empower faster decision-making and greater campaign control, while effective client relationship management enhances communication and maximizes operational efficiency.

Power BI enables agencies to analyze data in real-time and adapt strategies based on campaign results. Through dynamic dashboards, agencies can monitor key indicators like ROI and conversions, and provide clients with clear reports that support decision-making.

Enhanced Project Management Efficiency

Microsoft Dynamics 365 enables marketing agencies to centralize project data, manage schedules, and monitor progress in real-time, streamlining work organization and task execution.

Marketing Activities Optimization

Power BI enables analysis and visualization of marketing campaign results, facilitating quick decision-making. Agencies can monitor performance indicators such as ROI, user engagement, and conversions.

Improved Client Collaboration

Microsoft Dynamics 365 enables effective client relationship management by centralizing all project, contract, and communication information.

Financial Transparency and Better Forecasting

Integration of Microsoft Dynamics 365 with Power BI provides complete financial control, enabling report generation and revenue and cost forecasting, supporting informed business decisions.

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 Do Microsoft Dynamics 365 and Power BI Support Marketing Agency Growth?

In the dynamic marketing agency environment, efficient project management, results analysis, and effective client communication are crucial. Tools like Microsoft Dynamics 365 and Power BI support daily operations, enabling teams to better organize, precisely analyze data, and make more informed decisions.

Increased Campaign Management Efficiency

Challenge: Marketing agencies manage multiple campaigns simultaneously, each with different goals, budgets, and schedules. Monitoring all activities and results in real-time can be difficult and time-consuming.

Solution: Microsoft Dynamics 365 enables centralized management of campaigns, budgets, and schedules, providing real-time insight into marketing activities progress. This enables effective campaign tracking and quick strategy adjustments.

Budget Allocation Optimization

Challenge: Marketing agencies struggle to precisely control expenses across different campaigns, especially when they have varying goals and requirements.

Solution: Microsoft Dynamics 365 enables precise marketing budget management, allocation of resources to specific activities, and real-time expense monitoring. Power BI integration additionally enables budget effectiveness analysis across campaigns and quick financial decision-making.

Enhanced Data Analysis and Reporting

Challenge: Marketing agencies often struggle with large amounts of advertising campaign data that is difficult to process and analyze. Time-consuming report creation can delay decision-making.

Solution: Power BI enables creation of interactive dashboards and real-time reports, visualizing campaign performance data, ROI, costs, and other key indicators. With these tools, agencies can more easily analyze data and quickly respond to changes in marketing activities.

Improved Client Communication

Challenge: Marketing agencies must maintain regular and transparent communication with clients about campaign progress. Growing project numbers make maintaining order and quick response times challenging.

Solution: Microsoft Dynamics 365 centralizes all client, campaign, and project information, enabling quick access to detailed activity data and maintaining effective client communication.

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.

Modern Accounting Software and Business Intelligence (BI) for Marketing agencies

Which Types of Marketing agencies Are Our Accounting and Business Intelligence Solutions Designed For?

Microsoft Dynamics 365 Business Central Accounting Module Implementation for Marketing agencies

How Do Microsoft Dynamics 365 and Power BI Support Marketing agencies in Daily Operations?

Benefits of Implementing Microsoft Dynamics 365
and Power BI in Consulting Firms

Implementation process of
Microsoft 365 Business Central accounting system