Modern Accounting Software and Business Intelligence (BI) Solutions for Training companies

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Microsoft Dynamics 365 and Power BI are modern, comprehensive solutions that support training companies in automating daily processes, detailed data analysis, and optimization of operational activities.

Through the integration of these tools, training companies gain complete control over their courses, participants, and resources, enabling efficient management without spending unnecessary time on manual processes.

Microsoft Dynamics 365 and Power BI
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Which Types of Training companies Are Our Innovative Accounting Systems and Business Intelligence Solutions Designed For?

Our accounting and business intelligence solutions, based on Microsoft Dynamics 365 and Power BI, are designed for a wide spectrum of training companies seeking modern and scalable tools to support financial management, data analysis, and operational optimization.

Regardless of business profile, our solutions support training companies in improving process management, regulatory compliance, and operations optimization.

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IN JUST 7 DAYS

Microsoft Dynamics 365 Business Central accounting module implementation for training companies

Thanks to predefined settings dedicated to training companies, 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.

Knowledge and Experience
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.
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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.
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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 >>
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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.
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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.
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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.
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How Do Microsoft Dynamics 365 and Power BI Impact Effective Process Management in Training companies?

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Microsoft Dynamics 365 is an advanced solution that helps training companies optimize operational process management, improving training organization and increasing efficiency. Through automation of course management, participant registration, scheduling, and invoicing, training companies can focus on delivering valuable educational content.

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Power BI is a tool that enables training companies to visualize data, facilitating result analysis and informed business decision-making. With Power BI, companies can create interactive reports and dashboards that show training effectiveness, participant engagement, success indicators, and areas needing improvement.

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Benefits of Implementing Microsoft Dynamics 365
and Power BI in Training companies

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Course and Participant Management

Microsoft Dynamics 365 enables centralized management of courses, participants, and educational materials, simplifying registration, planning, and invoicing processes.

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Cost and Resource Optimization

Through automation of multiple processes in Microsoft Dynamics 365, training companies can save time and resources, focusing on delivering valuable educational content and services.

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Enhanced Client and Participant Communication

Centralization of client and participant data enables better service, faster response to inquiries, and training offer personalization, contributing to building lasting relationships.

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Strategic Decision Making

Power BI helps make better decisions based on detailed analysis and reports, supporting the growth of training companies and improving the quality of services provided.

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.

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1.
Discussing client needs and contract signing
Before signing the contract, we meet with you to discuss the entire implementation process, determine its scope, and talk about potential system capabilities.
Then we prepare a detailed quote and contract. If you decide to proceed with implementation, we move to Step 2.
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2.
Basic implementation
MBC implementation step 2
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.
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3.
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 help overcome the challenges of training companies.

Training companies face numerous challenges related to dynamic market growth, increasing course participants, and rising service quality expectations. By implementing modern technologies like Microsoft Dynamics 365 and Power BI, these difficulties can be minimized while gaining a competitive advantage.

Power BI Projects

Managing Growing Participant and Course Numbers

Challenge: As companies grow, managing large numbers of participants and courses becomes increasingly complex, with manual processes becoming time-consuming and error-prone.

Solution: Microsoft Dynamics 365 automates participant registration, schedule management, and resource allocation, ensuring smooth and organized course management. Data centralization makes it easier to monitor course availability and track participant history.

Power BI Projects

Lack of full visibility into data and training results

Challenge: Training companies struggle to analyze training effectiveness and track results, making it difficult to make informed business decisions.

Solution: Power BI enables the creation of advanced reports and dashboards that provide real-time insights into course effectiveness, participant satisfaction, completion rates, and other key indicators. With this information, companies can quickly respond to changes and adjust their training offerings accordingly.

Power BI Projects

Managing Training Finances and Budgets

Challenge: Tracking expenses, optimizing costs, and controlling training profitability can be challenging, especially with increasing project numbers.

Solution: Dynamics 365 integration with accounting systems enables real-time course budget monitoring, cost control, and future expense planning. This helps companies better manage finances and optimize resource allocation.

Power BI Projects

Building Long-term Candidate Relationships

Challenge: Companies with extensive business profiles may struggle to maintain long-term relationships with participants and business clients, potentially affecting future projects and referrals.

Solution: Dynamics 365 centralizes all participant and client data, enabling detailed profile creation that helps personalize contacts and effectively build relationships. This allows training companies to maintain contact with clients and participants, influencing their long-term engagement.

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

Knowledge and experience Knowledge
and experience
Knowledge and experience Partnership
with Microsoft
Knowledge and experience Ready-made implementation processes
Knowledge and experience Full control
over the system
Knowledge and experience Flexibility and adaptation to industry specifics
Knowledge and experience 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.

Knowledge and experience

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.

Knowledge and experience

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.

Knowledge and experience

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.

Knowledge and experience

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.

Knowledge and experience

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.

Knowledge and experience

Our Business Solutions

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

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Business Applications
Microsoft Power Apps
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Office Applications
Microsoft 365

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.

Contact Us Meet Our Team
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