If month-end takes too long, reports don’t match, or users work around the system in Excel, something in the setup is off. Our health check reviews configuration, data, processes and usage, and gives you a prioritised list of fixes.
Chart of accounts, dimensions, posting setup, approval flows and security roles, checked against how the business works today.
Duplicate customers and items, entries that should be closed, and balances that do not reconcile.
Where users leave the system for spreadsheets, and why.
Which connections fail, who monitors them and how errors get fixed.
Whether management reports come straight from the system or are rebuilt by hand every month.
Unused or mismatched licences, and modules you pay for but do not use.
Talk to key users and system owners about what slows them down.
Check the setup, the data and the integration logs.
Findings rated by business impact and effort to fix.
Optionally, we fix the quick wins and plan the larger changes with you.
Services and platforms that usually go with this one.
Microsoft Dynamics 365 Business Central and Finance & Operations, Zoho Books and the wider Zoho suite, and Odoo. We can also review older systems as part of a replacement decision.
Read access and a few hours with your key users are usually enough. We do not change anything during the review.
One to three weeks, depending on the size of the system and the number of entities.
A written report with findings, impact and recommended fixes in priority order, walked through with your team.
