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Valto — Keep ahead of tomorrow

Business Applications

Business Central

Move finance, operations and reporting onto one platform, with specialists who plan the migration around your year-end rather than their delivery calendar. Valto implements and supports Dynamics 365 Business Central for organisations replacing Sage, QuickBooks, Dynamics NAV or spreadsheet-based processes. Our specialists manage every stage, from assessment and licence modelling through to configuration, finance data migration, parallel running, go-live and ongoing support.

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Overview

Gain visibility across your business

Business decisions are only as good as the information behind them. Most finance teams don't lack data. They lack a single version of it. The ledger sits in one system, operational detail in another, and the reporting that reconciles the two is a spreadsheet one person maintains and nobody else fully understands. Month end takes a week longer than it should, and the numbers get questioned in the meeting rather than acted on. Valto helps organisations move onto a single platform without losing what they've built. Our consultants assess your current systems, chart of accounts, reporting requirements and process maturity, then plan an implementation and data migration around your financial calendar. We're explicit about what history should come across, what should be archived, and what genuinely needs fixing before it moves. The result is a platform your finance team trusts, your auditors are comfortable with, and your operational teams can actually see into.

What can Valto deliver?

Our consultants assess your existing systems, data condition and reporting requirements before recommending an approach. Every implementation is scoped around your finance calendar, your operational processes and the state of the data you're bringing with you.

Sage, QuickBooks and Xero replacement

Move off accounting software your business has outgrown. We map your chart of accounts, migrate balances and agreed history, and run parallel where the risk warrants it.

Dynamics NAV and GP upgrades

Move from on-premises NAV or GP to Business Central in the cloud, assessing existing customisations to decide what should be rebuilt as extensions and what should be retired.

Finance and reporting implementation

General ledger, budgeting, cash flow forecasting and management reporting configured around how your finance team actually reports, not a default template.

Purchasing, procurement and approvals

Supplier management, purchase requisitions and approval controls, with authorisation limits and audit trails your auditors will recognise.

Inventory, stock and operational visibility

Stock levels, movements and inventory performance across locations, connected to the finance side rather than reconciled to it monthly.

Project accounting and resource visibility

Project costs, profitability and resource utilisation tracked against budget, so project performance is visible before the project finishes.

Existing environment review

Running Business Central already but not getting the value? We assess configuration, unused functionality, licence allocation, data quality and extension sprawl, and give you a prioritised route forward.

Our Business Central services

Understand where Business Central can deliver value

Through structured discovery workshops, we review your existing systems, processes and reporting requirements to identify opportunities for improvement and create a roadmap aligned to your business objectives. We also assess data condition and licence requirements at this stage. Business Central is licensed by Essentials and Premium user types with a meaningful cost difference between them, and most organisations need fewer Premium licences than they initially assume.

Why work with our Business Central specialists?

Finance-led delivery

Our consultants speak to finance in its own terms, chart of accounts, control accounts, period close, audit trail, rather than translating everything into IT language.

Migration experience, not just implementation

Most Business Central projects are replacements. We plan for what that actually involves: data mapping, opening balances, agreed history, reconciliation and a cutover your team has rehearsed.

Go-live planned around your financial calendar

We schedule cutover relative to your period and year-end close, because when you go live matters as much as how.

Licensing modelled honestly

We model Essentials and Premium requirements against real usage before implementation, rather than defaulting everyone to the higher tier.

Fixed and transparent scope

Our clearly defined proposals give you confidence in the approach, deliverables and cost before work begins.

Built to stay upgradeable

We use standard functionality and extensions wherever they hold, so Microsoft's release cadence stays routine rather than becoming a project each time.

Finance
One connected platform
Visibility
Real-time business insights
Integration
Microsoft ecosystem ready
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Is Business Central the right move for you?

Business Central suits organisations that have outgrown accounting software and need finance, operations and reporting on one platform. It is a substantial change, and it isn't always the right answer. It's usually the right move when:

  • Your finance system can't see operational data without a spreadsheet in between
  • Month end takes longer than it should because of reconciliation between systems
  • You're on unsupported software, or on-premises NAV or GP with no upgrade path
  • Stock, projects or purchasing decisions are made on figures that are days old
  • Growth or acquisition has left you running the same process in more than one place

COMMON ERP CHALLENGES WE SOLVE

Expertise for the issues that make ERP projects difficult

ERP projects rarely go wrong in the configuration. They go wrong in the data, the timing and the assumption that the finance team can absorb a system change on top of a period close. Our consultants surface these during assessment rather than allowing them to become problems at cutover. We help organisations address:

  • Chart of accounts structures that have grown organically over years
  • Historical transactions nobody has agreed a retention position on
  • VAT, Making Tax Digital and UK reporting requirements
  • Spreadsheets that quietly hold logic the new system needs to replicate

Turn Business Central capability into business value

Business Central provides the platform. Valto provides the expertise to apply it where it counts. Our consultants help organisations target implementation at the outcomes the business is measured on.

Removing the reconciliation between finance and operational systems is usually the fastest measurable win, and the one finance teams feel first.
Finance and operational data sit in the same platform, so management reporting stops depending on a spreadsheet that only one person can maintain.
Costs, margins and stock positions are visible as they happen rather than in a report produced after the decision needed making.
Approval limits, authorisation workflows and complete transaction history give you controls that hold up to scrutiny without adding manual checks.
Additional entities, locations or currencies are absorbed by the platform rather than by another person and another spreadsheet.
Copilot and agent-based automation depend on structured, governed, trustworthy financial data. Getting the platform right now is what makes that possible later.

How we deliver Business Central projects

Our simple five-step process is clear and transparent from start to finish. From understanding your systems, data and financial calendar, through to designing, migrating and supporting a platform your finance team can rely on.

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    1

    Discovery

    Understand your systems and your data

    We work with stakeholders to understand existing systems, operational challenges and growth objectives, and assess the condition of the data and chart of accounts you'll be bringing with you.

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    Solution design

    Define the fit and the timing

    Together we define requirements, processes and reporting needs, agree the licence model, and set a go-live date that works with your period and year-end close.

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    Build & migration

    Configure, migrate, reconcile

    Our specialists configure Business Central, migrate and reconcile your data, and establish the integrations that connect finance to the wider business. Nothing goes live until the balances agree.

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    4

    Launch & adoption

    Empower your users

    Technology only succeeds when people use it. We support user acceptance testing, parallel running where appropriate, training, change management and a rehearsed cutover.

  5. 5

    Optimisation & support

    Keep ahead

    As your organisation evolves, we refine processes, improve reporting, manage Microsoft's release updates and identify opportunities to realise more value from Business Central.

We're one of the UK's few Microsoft partners to hold all Microsoft Solution Partner designation badges, across all Solution Partner designation pathways. For our clients, that means working with specialists who understand how finance, operations and technology work together. Whether you're implementing Business Central for the first time or improving an existing environment, we help organisations create connected processes, improve visibility and build a stronger foundation for growth.

Why organisations choose Valto

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Connected, across Microsoft

Finance data is most useful when the rest of the business can see it

An ERP that only finance uses is a ledger. The value comes when operational teams can see cost and stock positions, when approvals happen where people already work, and when reporting reaches decision-makers without being re-keyed. Valto brings together expertise across Business Central, Power BI, Power Automate, Power Apps, Dataverse, Microsoft 365 and Azure. That allows our consultants to decide where a requirement is best met — in Business Central, in a report, in an automation, or in a change to the process itself. By connecting finance to the systems and people around it, we help create a platform that supports how the business runs today and is ready for what you adopt next.

Case study · Spencer West

Transforming revenue management with Power Platform

  • 43% reduction in manual effort
  • Enhanced financial visibility
  • Improved revenue accuracy
Ready the story

The team driving you forward

Dena Williams
Dena WilliamsBusiness Applications Business Unit Lead
Sam Gareh
Sam GarehPre-Sales Consultant
ben breeden
Ben BreedenSenior Cloud Developer & Squad Lead
Claire Bedington
Claire BedingtonHead of People

You may also be interested in

Questions, answered plainly

Practical answers on migrating to Business Central, what happens to your existing data, and how implementations are timed around your financial year.

Yes. We regularly move organisations from Sage, QuickBooks, Xero and older Dynamics products. The work is in the migration rather than the software: mapping your chart of accounts, agreeing what history to bring, reconciling opening balances and rehearsing cutover. We assess all of that before quoting.
We agree a retention position with you early, because bringing across everything is rarely the right answer. Typically, that means full detail for the current and prior year, summary balances before that, and the original system retained read-only for audit. Whatever we migrate is reconciled and signed off by your team before go-live.
It matters considerably. Most implementations are timed to go live at the start of a financial year or a clean period, so opening balances are straightforward and your team isn't testing a new system during a close. We plan the schedule backwards from that date, and we'll tell you if the timeline you have in mind creates avoidable risk.
A focused finance implementation with clean data can be delivered in a few months. Projects involving multiple entities, significant data remediation or NAV customisation assessment take longer. The condition of your existing data is usually the biggest variable, which is why we assess it before committing to a timeline.
Licensing is per user, split between Essentials and Premium tiers with a significant cost difference between them, and most organisations need fewer Premium licences than they expect. Implementation cost depends on scope, data condition and integration. We model both during the assessment, so you have a total figure rather than a licence quote.
Sometimes, and we'll advise rather than assume. Parallel running gives confidence but costs your finance team real effort during a period when they're already stretched. Where the data is clean and testing has been thorough, a well-rehearsed cutover is often the better trade. We'll recommend based on your risk, not on what's easiest to deliver.
It's designed for exactly that position - organisations that have outgrown accounting software but don't need enterprise ERP. It supports additional entities, locations and currencies as you grow, which is usually why organisations move before growth forces the decision.
Dynamics 365 Business Central is Microsoft's cloud ERP platform for small and mid-sized organisations. It brings finance, purchasing, inventory, sales, projects and operational reporting into one system, and connects natively with Microsoft 365 and the Power Platform.
Business Central is only available through partners, so the question is really which partner. What differentiates them is migration experience, understanding of finance process, and willingness to be honest about timing and licensing. Those are the three things worth testing in any conversation, including ours.

Free Business Central consultation

Ready to modernise your business operations?

Whether you're moving off Sage or QuickBooks, upgrading from Dynamics NAV, or trying to get more from an existing implementation, start with a conversation with specialists who'll assess your data and your timing before recommending anything.

  • Business Central specialists

    Speak directly with consultants who understand finance, operations and business transformation.

  • Practical advice

    Clear recommendations focused on outcomes, not jargon.

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