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?
“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – 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! 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“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC““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“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“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”
Cole Fellows – The Insurance Network“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us. 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“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”
Liane Atherton – AAF Air Filters