MYCROSOFT DYNAMIC 365 ACCOUNTING SERVICES FOR FINANCIAL SERVICES
Algebraa Business Solutions Private Limited delivers enterprise-grade finance and governance transformation for banks, non-banking financial institutions, investment firms, and diversified financial services organizations through Microsoft Dynamics 365. In a sector governed by intense regulatory scrutiny, complex financial instruments, and multi-jurisdiction operations, Algebraa designs and operates secure, audit-ready ERP ecosystems that enforce financial discipline, transparency, and institutional control across the enterprise .
Enterprise Financial Governance for Regulated
Institutions
- Centralized finance operations across business units, legal entities, and geographies
- Standardized chart of accounts aligned with financial products and service lines
- Governance over fee income, interest income, commissions, and advisory revenues
- Strong controls over expense management and cost attribution
Measured Outcomes:
- Improved institutional transparency
- Reduced financial misstatements
- Stronger board and regulator confidence
Record-to-Report Discipline and Close
Acceleration
- Centralized general ledger with real-time subledger integration
- Automated accounts payable and receivable with embedded approval workflows
- Cash and liquidity visibility across operating and investment activities
- Accelerated month-end, quarter-end, and year-end close
Measured Outcomes:
- Faster and more accurate financial close
- Reduced manual reconciliation effort
- Audit-ready financial statements at all times
Multi-Entity, Multi-Ledger, and Multi-Currency
Control
- Consolidated accounting across subsidiaries, branches, and holding structures
- Automated intercompany accounting and eliminations
- Multi-currency accounting with real-time FX exposure visibility
- Group-level statutory and management reporting
Measured Outcomes:
- Improved group-level governance
- Reduced consolidation risk
- Consistent financial reporting across jurisdictions
Budgeting, Forecasting, and Profitability
Governance
- Institution-wide budgeting aligned with strategic objectives
- Forecasting models reflecting market volatility and interest rate changes
- Cost allocation across business lines, products, and regions
- Margin and profitability analysis by customer and portfolio
Measured Outcomes:
- Improved financial predictability
- Stronger cost discipline
- Enhanced capital allocation decisions
Regulatory Compliance and Statutory Alignment
- Embedded compliance workflows supporting regulatory reporting
- Statutory accounting aligned with IFRS, GAAP, and IAS requirements
- Structured audit trails for regulatory inspections and reviews
- Secure record retention and controlled access
Measured Outcomes:
- Reduced regulatory exposure
- Lower audit and compliance costs
- Increased confidence during regulatory reviews
Fixed Asset and Capital Governance
- Lifecycle management of branch, IT, and infrastructure assets
- Capitalization, depreciation, impairment, and disposal governance
- Asset utilization and cost efficiency analysis
- Audit-aligned asset registers
Measured Outcomes:
- Improved return on capital employed
- Reduced asset-related audit findings
- Better long-term capital planning
Payroll Integration and Workforce Cost Control
- Payroll integration across financial advisors, operations, and support teams
- Workforce cost allocation by function, region, and business unit
- Compliance with jurisdiction-specific payroll regulations
- Secure handling of employee financial data
Measured Outcomes:
- Accurate workforce cost visibility
- Reduced compliance risk
- Improved compensation governance
Internal Controls, Risk Management, and Audit
Trails
- Role-based security enforcing segregation of duties
- Embedded approval hierarchies for financial transactions
- Continuous audit trails across all ERP activities
- Risk controls supporting internal and external audits
Measured Outcomes:
- Strong internal control maturity
- Reduced fraud and operational risk
- Improved audit outcomes
Executive Intelligence for Financial Leadership
- CFO dashboards covering profitability, liquidity, and capital adequacy
- MIS reporting aligned with board and audit committee requirements
- Real-time analytics supporting strategic and regulatory decisions
- Predictive insights for growth and risk management
Measured Outcomes:
- Faster executive decision-making
- Improved risk-adjusted performance
- Stronger stakeholder confidence
Scalability for Growth, M&A, and Global
Expansion
- ERP scalability supporting new products, entities, and regions
- Seamless integration of mergers and acquisitions
- Cloud-enabled operations ensuring continuity and resilience
- Governance frameworks supporting long-term institutional growth
Measured Outcomes:
- Controlled expansion with reduced integration risk
- Faster realization of acquisition value
- Sustainable operational scalability
Governance-Led ERP for Financial Services
Resilience
Algebraa Business Solutions Private Limited enables financial services organizations to operate with precision, compliance confidence, and strategic clarity through Microsoft Dynamics 365. By embedding governance, transparency, and real-time intelligence into finance and operations, Algebraa supports long-term institutional resilience, regulatory alignment, and sustained profitability.