Microsoft Copilot $21 now $18/user/month + 1 month free

September 7, 2023

Performing Financial Health Checks in Business Central

When it comes to accessing your financial data, Business Central is one of the most powerful engines you can install to drive your business forward. Making sure everything is well maintained and operating at peak performance is key to continue delivering the best results for your business.

That’s where a monthly financial health check can add immense value. A health check is a simple way to see whether your GL is in balance with your Sub-ledger for AR, AP, Inventory and Payroll.

With ERP Connect’s Financial Dashboard, the Balance Check module is just the start. As a business owner, your team will have access to over 35 different KPIs focused around:

  • GL – Balance Checks, KPIs, and Financial Reports
  • AR – Aging charts, overdue customer summary, detailed customer trial balance (Image Below)
  • AP – Aging charts, overdue vendor summary, detailed vendor trial balance
  • Inventory – valuation insights, inventory warnings, and analysis statistics
  • Sales – Overviews by dimension, top customers, top items, profitability, and more
  • Cash – Cash positions, balance checks, historic cash trends, future forecasting

Every module within the Financial Dashboard is built natively into Business Central and meant to give your team a holistic view of your company at a glance. Now you will have the tools to diagnose any issues with your business and ensure it is operating at peak financial efficiency.

If you are interested in a 30 day free trial of ERP Connect’s Financial Dashboard, please reach out to us at Support@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Dynamics experts.

Other articles

What Copilot “Cowork” Means for Business Users

Zoltan Orban

|

March 26, 2026
Microsoft recently introduced Copilot Cowork, and I wanted to take a closer look at what it represents in practical terms, especially for business users working across Microsoft 365 and related…

Why CRM Data Quality Matters More Than Data Volume

Marisa Mini

|

March 24, 2026
A database of 100,000 messy, outdated records is far less valuable than 5,000 that are clean and accurate. Companies often obsess over data volume. But when more data is prioritized over…

From Reactive to Predictive: AI in Business Central Distribution

Zoltan Orban

|

March 19, 2026
Most distribution teams don’t lack reporting. If anything, they often have too much of it. Dashboards, planning worksheets, inventory reports, and KPIs are readily available inside Dynamics 365 Business Central. Yet…

AI Agents in Business Central: How the Payables Agent Works

Jennifer Ryan

|

March 17, 2026
If you're curious how AI agents in Microsoft Dynamics 365 Business Central actually work, we're hosting a live walkthrough of the Payables Agent on March 26. See live how the agent…

Migrating 1.3 Million CRM Records in Dynamics 365: Why We Used a Custom Console App

Marisa Mini

|

March 5, 2026
A government client needed to restructure 1.3 million contact records in Microsoft Dynamics 365 CRM. At that scale, traditional UI tools and flows can throttle, fail silently, or leave a…

AI Agents in Manufacturing ERP: D365 Business Central Guide

Seetharaman Andiappan Rajaram

|

March 4, 2026
AI agents are now live inside Microsoft Dynamics 365 Business Central. For manufacturers evaluating AI in ERP systems, the practical question isn’t what an agent is it’s how AI agents…