CASE STORY

D365 Business Central Support Case

location Florida, USA

Client Overview

A leading national eyecare services platform based in Florida supports many leading ophthalmology and optometry practices across the country. This group handles the business side of things so that its clinical partners can focus on providing medical and surgical care.

With a deep understanding of healthcare operations, they manage practice support functions such as financial reporting, recruiting, compliance, analytics, and research. Their goal is simple: Let doctors focus on patients, while the platform handles everything else behind the scenes.

Business Challenges

Running several entities across locations brought complexity to finance and reporting. The group needed a cleaner, connected financial foundation.

Fragmented Reporting Structure Financial reports were prepared separately across entities, making comparisons and consolidation hard and time-consuming.

Complex Intercompany ActivitiesIntercompany transactions lacked structure, leading to delays in reconciliations and mismatched entries.

Resource-heavy Month-end ClosingEach closing cycle demanded heavy manual effort, draining bandwidth across the finance team.

Inconsistent Data AccuracyWithout a central system, financial data varied across locations, affecting decision quality.

Delayed InsightsAccess to real-time reports was missing, slowing management's ability to track performance quickly.

Business Demands

The finance team needed a better way to manage reporting across all their entities. They looked for greater clarity, speed, and accuracy.

Create a Single Financial EntityOne consolidated structure to help track and review overall business performance across different entities.

Eliminate Manual Intercompany ReconciliationsRemove effort-heavy matching of transactions across internal accounts.

Automate Core Financial ReportsEnsure standard reports like P&L, balance sheets, and cash flow are timely and audit-ready.

Streamline Closing CyclesReduce pressure on the finance team during monthly and quarterly reporting.

Deliver Consistent Reporting Across EntitiesAlign financial practices across clinics and business units.

Support Clean Audit TrailsMake it easy for auditors and finance leaders to track and review data.

Simplify Consolidation LogicApply reliable rules for elimination of internal transactions.

Build on Existing SystemMake these changes within the current Microsoft Dynamics 365 Business Central platform.

Objectives

The team wanted better reporting without disturbing the systems already in place. Accuracy, clarity, and simplicity were the primary goals.

Design a Consolidated Financial EntityCreate a structure that allows one-view financial visibility across business units.

Deliver Standard Reports MonthlyEnsure monthly delivery of P&L, balance sheet, and cash flow statements.

Enable Financial ConsolidationSupport multi-entity reporting within the D365 Business Central system.

Track Performance AccuratelyProvide reliable data to inform decisions across all levels of leadership.

Reduce Manual Reporting EffortsAutomate where possible to cut down processing time and staff fatigue.

Stay Within the Existing D365 EcosystemBuild all functions using standard BC reporting tools.

Solution Implemented

The solution was focused, practical, and quick to implement without disrupting the existing system. It used D365 Business Central's native capabilities.

Created a Consolidated Financial Entity: Set up one common reporting unit that pulls clean data across all business lines.
Designed Monthly P&L Statement: Automated generation of profit and loss reports with both entity-wise and consolidated views.
Built Monthly Balance Sheet Structured data models to reflect accurate monthly financial positions.
Configured Monthly Cash Flow Report: Enabled leadership to monitor liquidity and working capital performance in real time.
Defined Intercompany Elimination Rules: Ensured internal transactions are removed from final reports without manual effort.

Set Data Flow Rules Across Entities: Established consistency in account mapping, timelines, and financial categories.
Aligned Chart of Accounts: Brought all financial data points under a consistent naming and grouping structure.
Trained Internal Team on Report Logic: Helped the team understand the structure, inputs, and formats to ensure smoother handovers.
Dimensional Reporting Alignment: Mandatory dimensions were applied across Journal Entries, AP Invoices, Credit Memos, and other GL transactions, ensuring consistent data capture across Entity1, Entity2, and Entity3 for cleaner reporting and stronger analytics.

Benefits of Implementation

The support engagement delivered exactly what the finance team was hoping for cleaner reporting, faster processes, and a stable financial backbone.

Shorter Month-end CyclesClosing books became faster and less stressful for the finance staff.

Better Decision-making VisibilityLeaders could now track financial health across business lines with full clarity.

Automated Reporting AccuracyManual edits were reduced, bringing consistency to financial reviews and presentations.

Audit-ready Reports Every MonthThe reports now met the quality expected by both leadership and external reviewers.

Smooth Intercompany TrackingAll internal transactions were handled correctly, improving trust in numbers.

Improved productivity across financeFreed up resources to focus on analysis rather than reconciliation or formatting.

Case Highlight

This financial reporting transformation marked a turning point for the business. Without switching platforms, the group achieved cleaner reports and stronger operational clarity.

Consolidated View Across Entities Finance leaders now track performance from a single financial hub.

Reduced Manual Reconciliations Intercompany entries are now processed with greater control and speed.

Standard Reports Built Within D365 BC All reporting runs on native Business Central tools without outside dependencies.