Consolidate & Forecast: Scaling FP&A on Dynamics 365 Business Central with Velixo
Rolling forecasts and multi-entity consolidations are solvable problems. This is how.
Most Business Central users get comfortable with reporting and budgeting at the entity level before they hit the harder question: what does this look like across the whole organization, and how do we keep it from becoming a manual nightmare?
This session is built for finance teams running multi-entity operations on BC who need more than a single-company view. We'll walk through a practical approach to rolling forecasts, consolidated reporting, and scenario analysis, all working directly in Excel with live BC data feeds and controlled writeback back into the system.
No theoretical frameworks. No switching tools. The goal is a workflow that finance owns, that auditors can follow, and that scales past the pilot entity.
What you'll take away:
- A working model for rolling forecasts that pushes validated budgets back into BC, including the governance controls that make writeback safe to do at scale
- A template-based approach to multi-entity consolidation that handles intercompany eliminations without rebuilding the workbook every period
- Scenario modelling and sensitivity analysis inside Excel, pulling live BC data so your assumptions and your actuals stay in sync
- A realistic implementation path, from a single pilot entity to a full enterprise rollout, with the decision points that matter along the way
Your presenter:
Jim Norton, CPA has spent his career at the intersection of accounting and the systems finance teams actually use. He'll be walking through each piece of this live, with real workflows built on Business Central and Velixo.
Who should attend:
FP&A leads and consolidation owners in multi-entity businesses running Business Central. Corporate finance teams looking to move beyond static reporting. VARs and implementation partners working with mid-market and enterprise BC clients.
