Finance Operations — Operating Layer 03

Finance Operations BPO for Dynamics

Outsourced finance transaction execution by a team working natively inside your own Dynamics system — not a parallel process, not a spreadsheet handoff, and not a shadow ledger. Controls, close-calendar discipline, and segregation of duties stay intact because the work happens where the system of record already lives.

Indicative planning range: $6,000–$18,000 / month, bundled with managed support. Final pricing is confirmed after discovery and scope alignment.

Recurring finance execution work where consistency, accountability, and a cleaner operating rhythm matter more than headcount.

Accounts Payable Accounts Receivable Invoice Coding & Approval Routing Bank Reconciliation Month-End Close Journal Entry Preparation Close Calendar Management Aging & Collections Support Intercompany & Multi-Entity Management Reporting Support Business Central D365 Finance & Operations

Transaction execution, reconciliation, and close support.

The scope is deliberately operational. This is the recurring execution work that consumes finance capacity every month and rarely improves without dedicated ownership — delivered by people working directly in your Dynamics environment.

Accounts payable processing

Invoice capture, coding, and approval routing inside Business Central or Finance & Operations, with exception queues and defined escalation for items that need a decision rather than a keystroke.

Accounts receivable processing

Invoice generation, cash application, aging maintenance, and collections support — so the team works the right accounts rather than only the oldest ones.

Bank reconciliation

Regular reconciliation performed on a defined cadence rather than compressed into the last three days of the close.

Period-end close support

Journal preparation, reconciliation checks, accrual support, and the coordination work that usually falls to whichever controller has least capacity.

Close calendar management

A managed close calendar with named owners, dependencies, and escalation governance — so slippage is visible on day three, not day nine.

Reporting support

Power BI executive dashboards and a close cockpit view, so finance leadership can see close status without asking for it.

Outsourcing execution should not mean loosening control.

The most common objection to finance BPO is a control objection, and it is a fair one. The model is designed so that control design stays with the client while execution capacity comes from Kendra.

How control is preserved

  • Work happens inside your Dynamics environment, under your approval chains and audit trail.
  • Segregation of duties is designed explicitly, with role-based access controls rather than shared logins.
  • The client retains approval authority on payment release and control-relevant changes.
  • Core accounting rules and system-of-record integrity stay anchored in the ERP.
  • US functional lead oversight sits above the offshore-enabled execution pod.
  • Exception handling is documented rather than improvised.

What the client keeps

  • Ownership of the chart of accounts, posting setup, and accounting policy.
  • Approval authority for payments, credit decisions, and journal posting thresholds.
  • The controller and CFO relationship with auditors and the board.
  • Final sign-off on the close.
  • The ability to see every transaction in their own system, in real time.
  • The right to redirect priorities as the business changes.

The month-end close is where the operating model shows.

Close duration is rarely a symptom of insufficient effort. It is usually a symptom of work that was deferred — reconciliations left until close week, approvals that stall, and open items discovered too late to resolve calmly.

How the close is managed

1Continuous rather than compressed. Reconciliations and coding run on a defined cadence through the month rather than accumulating.
2Named ownership per task. Every close task has an owner and a dependency, visible to everyone.
3Escalation on day three, not day nine. Slippage is surfaced early enough that it can still be fixed inside the calendar.
4Exception queues, not email threads. Items needing a decision go to a queue with an owner and an ageing clock.
5Post-close review. Each close ends with a short review of what caused delay, feeding the next automation or process decision.
The usual pattern

Reconciliations deferred, approvals chased by email, open items found in close week, and the controller personally absorbing the difference.

The managed pattern

A defined calendar with named owners, work distributed through the month, and escalation that happens while there is still time to act.

Indicative outcome

A 25 to 35 percent faster close is the indicative range published for this service. Actual results depend on entity count, current process maturity, and how much of the delay is genuinely structural.

Where finance operations ends and controller support begins.

Finance Operations BPO is execution capacity. It is deliberately distinct from controller and CFO-level support, which is a separate layer with a different commercial model.

Finance Operations BPO covers

  • AP and AR transaction processing and coding.
  • Bank reconciliation and period-end close support.
  • Close calendar management and escalation governance.
  • Aging maintenance and collections execution support.
  • Reporting and dashboard support for close visibility.
  • Segregation of duties and role-based access design support.

Office of the CFO Support covers

  • Controller support and finance execution cadence at leadership level.
  • Cash flow forecasting and working capital management.
  • Board, investor, and PE reporting packages.
  • M&A carve-in, rollup, and multi-entity transition support.
  • Accounting policy decisions and technical accounting judgement.
  • The external audit relationship.

What finance leaders ask before outsourcing execution.

Does your team work in our Dynamics environment or your own?
Yours. The work is performed natively inside your Business Central or Finance & Operations environment, under your approval chains and audit trail. Finance BPO run outside the ERP tends to create reconciliation work rather than remove it.
How is segregation of duties maintained with an outsourced team?
Through explicit role design rather than trust. Access is role-based and named — no shared logins — and duties are separated so that no single person can both initiate and approve. Payment release and control-relevant approvals stay with the client.
Where is the work actually performed?
Approximately 65 to 75 percent of execution capacity is offshore-enabled, with US functional lead oversight and US-based client accountability. Leadership, prioritization, and commercial ownership stay close to the client.
What does the 25 to 35 percent faster close figure actually mean?
It is an indicative planning range published for this service, not a guarantee. Actual improvement depends on entity count, current process maturity, and how much of the existing delay is structural rather than effort-related. The assessment identifies which of those apply before any target is agreed.
Will we lose visibility into our own finance operations?
The opposite is the intent. Because the work happens inside your system on a managed close calendar with named owners, close status becomes visible to finance leadership continuously rather than being reconstructed at month-end.
Can we start with part of the scope?
Yes, and most clients do. AP processing is the most common starting point because it is high volume, rules-based, and the easiest place to demonstrate whether the operating rhythm works before extending into AR, reconciliation, and close support.

Need finance execution capacity without weakening control?

Start with an assessment of your close calendar, AP and AR volumes, reconciliation burden, approval design, and where segregation of duties currently sits.