Finance software and ERP integration
Connecting commercial activity to financial reality
Align CRM, operations and finance systems to create accurate reporting, stronger control and scalable growth.
For growing organisations, finance systems are critical. They control revenue recognition, procurement, inventory, billing and cash flow. Yet in many businesses, ERP platforms operate separately from sales and service systems.
Opportunities are tracked in CRM. Orders are processed in ERP. Reporting is reconciled manually. This disconnect limits visibility and creates risk.
Avrion helps organisations integrate Dynamics 365 and Microsoft platforms with finance software and ERP systems to create a connected, reliable digital architecture.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
Why ERP integration matters
Disconnected ERP and CRM systems lead to:
- Delayed revenue recognition
- Manual order and invoice rekeying
- Inconsistent customer and product records
- Conflicting reports across departments
- Limited visibility into true profitability
- Operational inefficiencies that scale with growth
Integration ensures financial and operational data reflect the same reality.
What effective ERP integration should deliver
A well designed ERP integration enables you to:
- Connect sales pipelines with confirmed orders
- Align invoicing and revenue tracking
- Synchronise customer, product and pricing data
- Improve procurement and inventory visibility
- Provide leadership with unified reporting
- Reduce manual reconciliation between systems
The objective is clarity and control across the full commercial lifecycle.
Key ERP integration capabilities we implement
Order to cash alignment
We connect CRM opportunities with ERP order processing to ensure seamless progression from sale to invoice.
This supports:
- Accurate revenue reporting
- Faster billing cycles
- Improved cash flow visibility
Master data synchronisation
Inconsistent data creates risk.
We design synchronisation for:
- Customers and accounts
- Products and services
- Pricing structures
- Tax and compliance data
Maintaining consistency across systems.
Procurement and operational visibility
Where required, we integrate CRM and ERP to support:
- Procurement workflows
- Inventory tracking
- Service and project cost alignment
- Operational performance monitoring
Creating full lifecycle visibility.
Executive reporting and insight
Disconnected systems produce conflicting numbers.
Avrion often leverages Power BI to create unified reporting across:
- Sales pipeline
- Confirmed orders
- Revenue recognition
- Cost and margin performance
Providing leadership with a trusted view of performance.
ERP platforms we commonly integrate
Avrion supports integration with a wide range of finance and ERP systems, including:
- Microsoft Dynamics 365 Business Central
- Sage platforms
- NetSuite
- SAP
- Industry specific ERP systems
- Custom or legacy financial systems
Each integration is designed around the specific architecture and operational needs of the organisation.
ERP integration and scalability
As transaction volume increases, weaknesses in integration become more visible.
We ensure ERP integrations are:
- Secure and compliant
- Designed for performance
- Monitored and observable
- Flexible enough to evolve with system upgrades
So growth does not expose structural weaknesses.
Concerned about finance and CRM misalignment?
If sales forecasts do not match financial results, or reconciliation requires manual effort, a Business Health Check can identify integration gaps.
We assess:
- System architecture and data flow
- Order to cash processes
- Reporting consistency
- Automation opportunities
Providing practical, commercially focused recommendations.
The Avrion approach to ERP integration
ERP integration must be precise and reliable.
Our approach includes:
- Mapping the full order to cash and procure to pay processes
- Defining master data ownership clearly
- Designing secure API and middleware connections
- Establishing validation, logging and monitoring
- Aligning reporting models across CRM and ERP
This ensures integrations are not only functional, but resilient and scalable.
Planning ERP and Microsoft integration?
If you are implementing Dynamics 365, upgrading your ERP, or improving operational visibility, integration should be part of the strategy from the outset.
We help you:
- Reduce reporting discrepancies
- Improve cash flow control
- Strengthen operational efficiency
- Build a scalable digital foundation
What do our customers say?
“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”
James Blair – SPM Instrument UK“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops!”
Craig Sansom – Prestige“Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”
Raj Mahay – Resin Products“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”
COO at a leading UK waste management company“We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”
David English – Restore plc