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 200% ROI from Business Central Really Looks Like

Jackie Gant

|

April 13, 2026
Where ROI actually shows up from finance efficiency to operational visibility Forrester says Business Central delivers 200% ROI. But what does that actually look like in practice? A recent Total Economic…

Do You Need Avalara for Business Central? A Practical Guide

Clayton Jones

|

April 10, 2026
Webinar: Sales Tax Works…Until It Doesn’t: Tax Complexity at Scale for Product CompaniesMay 5 @ 10:00 AM PT/1:00 PM ETRegister Now!Most companies focused on making, distributing, or selling products manage…

What Is Work IQ? How Microsoft Copilot Moves from Data to Context

Zoltan Orban

|

April 9, 2026
Work IQ is one of those terms that can sound more complex than it really is. Most AI tools today work by pulling from available data. They can read records, summarize…

What’s Rolling Out in Business Central 2026 Release Wave 1

Lupe Haro

|

April 7, 2026
The latest release of Microsoft Dynamics 365 Business Central is now rolling out, with updates scheduled between April and September 2026. When Microsoft first introduced this wave, the themes were clear:…

Where Microsoft Copilot Fits into the Workday

Zoltan Orban

|

March 31, 2026
There is a lot of marketing around Copilot, but in practice, its value often shows up in small, everyday tasks. It is not a replacement for expertise, but it can…

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…