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?
“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 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“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“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”
Karen Leggatt – Classic Grand Touring““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“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 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“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“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“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