Case Study

Clean-Tech Manufacturer Transforms Financial Operations with Dynamics 365 Business Central

Who They Are

This Canadian clean-technology company develops solutions that help the energy and industrial sectors reduce emissions and operate more sustainably. With operations spanning multiple entities, the organization has experienced rapid growth as demand for clean, scalable technology continues to rise.

What They Needed

The company’s finance team was reaching the limits of its existing accounting system. Manual reconciliations, data silos, and limited reporting capabilities were slowing down month-end processes and making it difficult to produce accurate financial insights.

To keep pace with growth and prepare for future expansion, they needed a cloud-based ERP solution that could automate workflows, support multi-entity reporting, and deliver real-time financial visibility.

The Roadblock

Their legacy system, QuickBooks, had served them well in the early stages of growth—but as the business scaled, it couldn’t handle the increasing volume and complexity of transactions. Generating consolidated reports required manual workarounds, and integrating data from third-party systems was time-consuming and error-prone. The finance team needed a more integrated, reliable, and forward-looking solution.

The Game Plan

Convverge partnered with the company to implement Microsoft Dynamics 365 Business Central, creating a unified, cloud-based environment for financial management.

The project began with discovery workshops to map existing workflows and define future-state requirements. Convverge then configured Business Central for two operating companies and one holding company, integrating Avalara for automated tax compliance and NextGen I2X for streamlined sales invoice processing.

A detailed data migration plan ensured a smooth transition from QuickBooks, and comprehensive user training helped the finance team confidently adopt new processes. Convverge also provided post-go-live stabilization and support to ensure the system’s long-term success.

Tools We Used

Microsoft Dynamics 365 Business Central
Microsoft 365 Tenant Integration
Avalara Tax Automation
NextGen I2X Integration
Power BI (reporting and dashboards)

What Changed

The new Business Central environment centralized the company’s financial data and automated key processes across accounts payable, receivable, fixed assets, and intercompany transactions. The finance team can now access real-time dashboards and generate reports across all entities without manual effort. With standardized workflows and automated reporting, the organization gained a scalable, reliable foundation for financial management.

How It Measured Up

Faster month-end close and reconciliation
Improved reporting accuracy and data visibility
Reduced manual entry and process bottlenecks
Seamless integration with third-party systems
Scalable cloud foundation for continued growth

The Takeaway

For this clean-tech manufacturer, Business Central unlocked the ability to scale confidently. By consolidating financial operations, automating manual tasks, and delivering actionable insight, the company now has a clear view of its performance, and the agility to keep growing in a dynamic energy landscape.