Power BI
Turns your Business Central data into interactive dashboards and real-time insights for smarter decision-making without exporting to Excel.
If your finance team is buried in spreadsheets, your operations are stitched together with manual processes, and your systems are holding back growth, it might be time for a better way to work. Dynamics 365 Business Central helps small and midsize businesses unify finance, operations, sales, and supply chain in one flexible, cloud-based solution.
At TrellisPoint, we help companies transition to Business Central without disrupting day-to-day operations. Whether you're outgrowing QuickBooks, modernizing legacy ERP systems, or starting fresh with a scalable foundation, our approach ensures you get the right-sized solution with none of the fluff.
Connect finance, sales, purchasing, inventory, and operations with one system built for SMBs.
Syncs with Outlook, Excel, and Teams to simplify workflows and improve collaboration.
Track cash flow, profitability, inventory levels, and project progress without switching tools.
Prebuilt templates, workflows, and integrations mean you can go live quickly and realize ROI faster.
All-in-one system for accounting, sales, purchasing, and inventory, no more data silos.
Control access and track changes, stay compliant and audit-ready.
Automatically import and match bank transactions, cut month-end close time.
Track budgets, resources, and time for each project, control costs and hit deadlines.
See financial performance, cash flow, and inventory in one view, faster decisions, fewer surprises.
Instant access to balance sheets, cash flow, and profit/loss for confident decisions.
Approve POs and track vendor performance in one place, no chasing paper trails.
Spot trends and negotiate smarter, better margins, better supply chain decisions.
Forecast with confidence, test decisions before you make them.
Sensitive data stays protected, compliance and control from day one.
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.
Business Central is a cloud-based ERP system built for small and mid-sized businesses. It connects finance, sales, purchasing, inventory, and operations in one platform to help you run your business more efficiently.
It is ideal for companies that have outgrown QuickBooks or disconnected systems and need more control, automation, and real-time data across departments.
Yes. Business Central is fully cloud-based, accessible from anywhere, on any device, ideal for hybrid and distributed teams.
Absolutely. It runs on Microsoft Azure, providing enterprise-grade security, regular backups, and compliance with major standards like GDPR and ISO.
Yes. We help migrate data from QuickBooks, legacy ERPs, and spreadsheets with minimal disruption. Your data is cleaned, structured, and migrated securely.