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?
“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. 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“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”
Chris Harrison – Heidelberg Materials Contracting“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”
Charlotte Hurrell – Belvoir Group“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”
Catherine Royle – Restore plc“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. 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“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“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