17+ Years ofThe ERP that unifies finance, sales, purchasing, inventory, and operations in one cloud platform, built for teams that have outgrown QuickBooks but don't need the weight of a full enterprise system. TrellisPoint gets you there without disrupting the business you're running today.
If your finance team is buried in spreadsheets, your operations run on manual processes, and disconnected systems are slowing growth, Dynamics 365 Business Central gives small and midsize businesses one cloud platform for finance, sales, purchasing, inventory, and operations instead of five.
TrellisPoint helps you get there without disrupting day-to-day work. Whether you're modernizing an aging ERP, replacing QuickBooks, or starting fresh, the goal is a right-sized system, not more software than you need.
Business Central Capabilities
Six capabilities that turn finance and operations from a spreadsheet exercise into a system of record. Pick one to see how it plays out.
Finance, sales, purchasing, inventory, and operations run on one data model, so month-end close stops being a reconciliation project across spreadsheets and disconnected tools.
Cash flow, profitability, inventory levels, and project progress show up on real-time dashboards, so leadership sees where the business stands without waiting on a monthly report.
Business Central automatically imports and matches bank transactions against your ledger, so close doesn't stall on someone manually checking every deposit and withdrawal.
Built-in project accounting tracks budgets, resources, and time for each project, so cost overruns and schedule risk show up while there's still time to act on them.
Purchase orders route through built-in approval workflows, and cost tracking by vendor and item surfaces trends so the team can negotiate from data instead of memory.
Business Central syncs natively with Microsoft 365, so quotes, invoices, and approvals happen inside the apps your team already has open, with room to layer in Copilot as adoption matures.
Real Business Central views covering security, opportunity, cash flow, and project profitability, the four areas growth-focused teams ask about most.
Role-based access and audit trails built on Microsoft Azure, so sensitive financial data stays protected as the team grows.
Sales and purchasing data in one view, so the team can spot the vendor and customer relationships worth pursuing first.
Real-time cash position and forecasting without exporting to a spreadsheet to find the answer.
Budgets, resources, and time tracked against every project, so cost overruns show up before they become a surprise.
Managers and finance teams need different views of the same data. Business Central gives both without a second system.
Because Business Central lives in the same Microsoft cloud as Office, Teams, and Power Platform, most integrations are configuration, not custom development.
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Turns your Business Central data into interactive dashboards and real-time insights for smarter decision-making without exporting to Excel.
Brings financial data into your daily conversations. Share records, approvals, and updates from Business Central directly inside Teams.
Automates repetitive tasks like invoice approvals, payment reminders, and data updates, saving time and reducing manual errors across teams.
Lets you create quotes, invoices, and view customer details directly from your inbox. Streamlines sales and service without switching tools.
TrellisPoint is a Microsoft Solutions Partner with 17+ years of Dynamics 365 implementation experience. We help you get from license to live, then keep the system producing value as the business grows.
Practical reading for teams evaluating or migrating to Business Central.
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Whether you're evaluating Business Central for the first time, planning a move off QuickBooks, or trying to get more out of a system you already have, we start with outcomes, not products. Share your goals and we will respond with practical next steps tailored to your environment.
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Business Central is Microsoft's cloud-based ERP for small and midsize businesses. It connects finance, sales, purchasing, inventory, and operations in one platform, replacing the spreadsheets and disconnected point tools that most growing companies start with.
It fits companies that have outgrown QuickBooks or a patchwork of disconnected systems and need more control, automation, and real-time data across departments. Most Business Central customers run somewhere between 10 and 200 employees, in industries from professional services and distribution to light manufacturing and nonprofits.
Microsoft licenses Business Central in three tiers: Essentials for full financials, sales, purchasing, and inventory; Premium, which adds manufacturing and service management; and Team Members, a lower-cost seat for people who mainly need read access and light approvals. List pricing changes periodically, and the right mix of tiers depends on headcount and modules, so we confirm current pricing and licensing during scoping rather than quoting a number here that may be out of date.
Copilot is included with your Business Central license at no extra cost. It covers day-to-day assistance like bank reconciliation matching and financial analysis in plain language, plus newer agent-based capabilities that can handle end-to-end workflows such as reading and matching vendor invoices, with a person still reviewing before anything posts. Microsoft ships new Copilot capabilities on a regular release cadence, so what is available continues to expand.
Yes to all three. Business Central runs on Microsoft Azure with enterprise-grade security, regular backups, and compliance with major standards like GDPR and ISO. Because it is fully cloud-based, your team can work from anywhere on any device, which matters for hybrid and distributed teams.
Compared to QuickBooks, Business Central adds multi-entity accounting, inventory, purchasing, and project accounting in one system instead of a patchwork of add-ons. Compared to NetSuite, Business Central tends to run lower total cost, with more transparent per-user pricing and tighter native integration with Outlook, Excel, and Teams. NetSuite can make sense for organizations with complex multi-subsidiary or multi-currency needs; most companies evaluating both are better served by Business Central if they already run on Microsoft 365.
Yes. We help migrate data from QuickBooks, legacy ERPs, and spreadsheets with minimal disruption. Your data is cleaned, structured, and migrated securely.