Clarity on ERP vs banking automation, treasury automation and overall strategy
Many organisations struggle to decide whether banking and treasury capabilities should sit inside their ERP, be supported by a Banking ISV, a Treasury Management System (TMS), or follow a hybrid approach. These decisions are often made under time pressure and without a full understanding of future complexity, banking requirements, or implementation implications.
who we work with
We provide advisory services for Microsoft Dynamics 365–driven organisations that need clarity before committing to technology or large-scale change. We help CFOs and treasurers make informed decisions on banking and treasury automation, banking integration, and system architecture – early, objectively, and with implementation and long-term value in mind.
advisory services
Our advisory services span the full banking and treasury lifecycle, from early strategy and solution selection to optimisation, governance, and ongoing value realisation.
Our advisory services address common challenges such as:
Choosing between standard Dynamics 365 vs an embedded banking ISV solution, vs a Treasury Management Solution
Aligning banking and treasury automation strategy with ERP upgrades, IT roadmaps, and business growth
Designing a scalable banking and treasury system architecture
Avoiding over-engineering, scope creep, or costly redesigns
Selecting the right banking ISVs and connectivity models
Ensuring existing banking and treasury solutions deliver full value
Integrating multiple banks, entities, payment types, and local requirements
… and much more!
Our role is to help you step back, assess your current setup, and define the right banking and treasury automation approach before – and during – execution.
Identify what to automate – and what to simplify. We assess your current banking and treasury landscape, including:
Where needed, we complement scoping with detailed requirement workshops to identify process variations, standardisation opportunities, and underutilised Dynamics 365 Bank & Cash Management vs Banking ISV capabilities.
outcome
A clear, shared understanding of banking and treasury automation priorities, risks, and opportunities before moving forward.
Define a realistic and achievable target state. We help you design a practical banking and treasury strategy aligned with:
outcome
A clear target state that is scalable, implementable, and aligned with long-term banking and treasury transformation.
Make the right system and platform decisions. We provide structured, vendor-neutral guidance on:
We also advise on bank selection and collaboration models, helping organisations align banking services, connectivity, and service levels with operational needs.
outcome
Confidence that your treasury and banking solution choices fit your organisation, geography, complexity, and long-term strategy.
Set the right expectations for automation and control. We advise on banking connectivity and security models, including:
outcome
A realistic, secure, and scalable connectivity setup aligned with both technical and operational maturity.
Turn strategy into an executable plan.
We translate decisions into a clear treasury roadmap by:
outcome
A banking and treasury roadmap that your team can execute with confidence – without constant re-planning.
Keep execution aligned with strategy.
For complex treasury and banking transformations, we support delivery governance to:
outcome
Better control, predictable outcomes, and smoother execution.
Ensure you get full value from your existing setup.
For organisations with existing treasury or banking solutions, we provide:
outcome
Improved efficiency, higher automation, and better return on existing investments.
Support during transitions and resource gaps. Where needed, we provide interim advisory and operational support for:
outcome
Stable operations and continuity during critical periods.
Identify what to automate – and what to simplify. We assess your current banking and treasury landscape, including:
Where needed, we complement scoping with detailed requirement workshops to identify process variations, standardisation opportunities, and underutilised Dynamics 365 Bank & Cash Management vs Banking ISV capabilities.
outcome
A clear, shared understanding of banking and treasury automation priorities, risks, and opportunities before moving forward.
Define a realistic and achievable target state. We help you design a practical banking and treasury strategy aligned with:
outcome
A clear target state that is scalable, implementable, and aligned with long-term banking and treasury transformation.
Make the right system and platform decisions. We provide structured, vendor-neutral guidance on:
We also advise on bank selection and collaboration models, helping organisations align banking services, connectivity, and service levels with operational needs.
outcome
Confidence that your treasury and banking solution choices fit your organisation, geography, complexity, and long-term strategy.
Set the right expectations for automation and control. We advise on banking connectivity and security models, including:
outcome
A realistic, secure, and scalable connectivity setup aligned with both technical and operational maturity.
Turn strategy into an executable plan.
We translate decisions into a clear treasury roadmap by:
outcome
outcome
A banking and treasury roadmap that your team can execute with confidence – without constant re-planning.
Keep execution aligned with strategy.
For complex treasury and banking transformations, we support delivery governance to:
outcome
Better control, predictable outcomes, and smoother execution.
Ensure you get full value from your existing setup.
For organisations with existing treasury or banking solutions, we provide:
outcome
Improved efficiency, higher automation, and better return on existing investments.
Support during transitions and resource gaps. Where needed, we provide interim advisory and operational support for:
outcome
Stable operations and continuity during critical periods.
Our advisory services are grounded in real implementation experience – not theory.
1
Deep expertise in Microsoft Dynamics 365 Bank & Cash management, ISV Banking solutions, and treasury options.
2
Strong knowledge of banking ISVs and Treasury Management Systems
3
Vendor-neutral advice based on cost, risk, and implementability
4
Experience with complex, multinational treasury environments
5
Focus on practical decisions that lead to predictable outcomes
We complement our advisory capabilities through specialist treasury partners adding depth across ERP and TMS landscapes.
Together, we have supported large-scale international treasury programmes delivering bank connectivity, cash management, and in-house banking across ERP and TMS platforms, including:
More than 70 legal entities
Over 280 bank accounts
Operations across 20+ countries
Before an ERP upgrade or rollout
Before selecting a banking ISV or TMS
When banking and cash management complexity has outgrown existing processes
When previous implementations have stalled or underdelivered
When optimisation or stabilisation is needed post go-live
Early and ongoing advisory reduces cost, risk, and rework while increasing long-term value.
Contact us
Not sure what the right banking and treasury setup looks like for your organisation?
Let’s discuss your banking and treasury automation strategy.
Not necessarily. Microsoft Dynamics 365 includes standard bank and cash management capabilities that are sufficient for many organisations with relatively straightforward banking needs.
As complexity increases—such as higher transaction volumes, multiple banks, advanced payment requirements, or broader geographic coverage—additional solutions may become relevant. Advisory helps assess how far the standard Dynamics 365 capabilities can realistically support your organisation and when a banking ISV or a Treasury Management System adds value.
ERP-embedded banking solutions are built- and certified for the ERP itself, simplifying the processes, the user experience and data flows.
An external Banking or Treasury Management System may offer more advanced functionality and can support complex, multi-ERP environments. The right choice depends on organisational structure and strategic priorities..
Our Advisory Services is most valuable during when considering new D365 ERP implementations, upgrades, banking and treasury transformation initiatives, periods of rapid growth, or when existing processes no longer provide sufficient visibility, control, or automation. Early advisory helps avoid costly redesigns later.
Standard ERP functionality may become insufficient when organisations face increasing transaction volumes, multiple legal entities, complex approval structures, diverse local banking requirements, or advanced cash visibility and forecasting needs.
Growth, acquisitions, or geographic expansion often trigger the need to reassess the setup.
A Treasury Management System is typically relevant when treasury requirements extend beyond operational payments and reconciliation. This may include advanced cash forecasting, liquidity management, risk management, in-house banking, or support for multiple ERPs.
A TMS is most valuable where treasury operates as a centralised function with increasing strategic responsibilities.
Advisory services add the most value early—before selecting solutions or committing to implementation. They are also highly relevant during ERP upgrades, banking and treasury transformation initiatives, periods of rapid growth, or when existing solutions no longer deliver sufficient visibility, control, or automation.
No. Advisory can still add value after solution selection by validating assumptions, supporting governance, identifying risks, and helping optimise scope, architecture, and delivery. Early course correction often reduces rework, delays, and cost later in the programme.