Simplify Operations. Strengthen Your Foundation. Stay Mission-Focused.
From declining renewals to unpredictable event revenue and rising operational costs, associations are under pressure to deliver more value with fewer resources. Your team is being asked to modernize financial systems, improve reporting, and support strategic decisions—all while managing tight budgets and aging infrastructure.
That’s why more associations are turning to Microsoft Dynamics 365 Business Central—a flexible, scalable solution purpose-built to streamline accounting and operations. It brings clarity to your finances, simplifies back-office workflows, and provides the insights you need to plan confidently and act decisively.
Whether you’re expanding programs, optimizing dues strategies, or reporting to your board, Business Central helps you do more with less—so you can stay focused on delivering value to your members.
- Maximize time and resources with streamlined financials, automated reporting, and simplified back-office workflows.
- Strengthen engagement by dedicating more time to member relationships, service expansion, and advocacy work.
- Make informed decisions around resource allocation, program development, and membership strategy with integrated insights.
- Build credibility and trust with board members, sponsors, and stakeholders through transparent reporting and measurable results.
Optimize Operations and Enhance Member Value with Microsoft Dynamics 365 Business Central and the Microsoft Ecosystem
Streamline Financial Management
Efficiently manage your financial data with robust tools for budgeting, forecasting, and revenue tracking.
Improve Transparency and Accountability
Enhance transparency with clear reporting and real-time Power BI visuals, meeting stakeholder needs and building trust. Combine financial and membership data for a complete view of your association and its value.
Do More with Less
Automate workflows and optimize resources with Copilot, streamlining tasks like budgeting, forecasting, and reporting. Seamless Microsoft 365 integration keeps your team connected for real-time collaboration for approvals and reports.
Grow, Adapt, and Innovate
Scale effortlessly with a cloud solution that grows with your association.
Ensure Compliance
Stay compliant with accounting regulations and donor or funding restrictions by managing tax-exempt donations, tracking grant spending, and keep your association audit-ready.
Prioritize Security
Built on Microsoft’s secure cloud, Business Central ensures your financial and membership data is protected. In addition to our ERP implementation team, we have an expert cybersecurity practice that can help you implement protocols that meet the highest data security standards.
Why Associations Choose Sikich for Microsoft Dynamics 365 Business Central Implementations
At Sikich, we understand that your members are at the heart of your organization. With over 30 years of experience working with associations, we understand how your organization operates and the unique challenges you face. Our goal is to deliver solutions that enhance your ability to manage operations, provide benefit to your members, and grow sustainably.
Start Where You Are. Grow at Your Pace.
We understand that associations are balancing complex member needs, economic uncertainty, and limited internal capacity. That’s why we offer flexible implementation paths—designed to meet your team where you are today, and support where you’re headed next.
Ready to Improve Processes, Overhaul Your Chart of Accounts, or Leverage New Technology?
Our traditional implementation approach, beginning with a Business Process Alignment (BPA), is tailored to ensure we understand your unique operations, workflows, and process improvements for Microsoft Dynamics 365 Business Central.
Drawing from our experience with hundreds of associations, we recommend best practices and integrate your existing systems. By seamlessly connecting your Association Membership Software (AMS) and member portal with Microsoft Dynamics 365 Business Central, we enable unified visibility from member dues to services delivered, ensuring efficient data flow between platforms, improving membership financial data tracking, and simplifying reporting. Additionally, integrated member portals empower your members to manage their profiles, renew memberships, and access exclusive resources with ease.
We also ensure your licensing is right-sized, optimizing your investment to meet your association’s specific needs.
Vetted Third-Party Solutions
If Business Central doesn’t meet all your needs out of the box, we offer vetted solutions to provide additional capabilities like fund accounting, and multi-entity accounting. These solutions are specifically designed to complement Business Central, providing the advanced functionality associations require.
Ongoing Support
Our managed services for Dynamics 365 Business Central provide comprehensive, ongoing support, including application assistance, system administration, dedicated resources, optimization, and release management. These services ensure your D365 BC environment runs smoothly, offering improved user experience, streamlined operations, and enhanced security. With timely support, regular system reviews, and seamless updates, we allow your team to focus on core activities while maintaining a robust and optimized system.
Accounting and compliance Made Easy
Fund Management
Automate fund balancing, close years by fund and access unlimited net asset classes for statutory reporting.
Grant Management
Automate proposal tracking, awards, sub awards and contracts.
Audit Trials
Stay at the forefront of accounting best practices by recording and saving every transaction, even when fixing accounting errors.
Budgets
Set up unlimited budgets for planning, revisions, and final versions. Import and export full or partial budgets from Excel.
Workflow Management
Improve productivity across the organization by automating mundane tasks. Create workflows that connect business process tasks across users.
Allocations
Allocate across funds, accounts and dimensions like programs, projects, grants, and departments, better manage your budgets and approvals and get detailed financial reports instantly.
Electronic Bank Reconciliation
Manage multiple bank accounts in multiple currencies. Process automatic reconciliations, positive pay, electronic payments, direct deposits, and check writing.
Entity Mangement
Manage and consolidate separate Business Central companies or multiple entities maintained within one Business Central company.
Integrations
Create powerful and automated integrations with your billing software, donor software, and other systems.
Vendors
Track your payables and expenses, from requisitions through purchase orders and invoices, then finish with your payment cycles.
Fixed Assets
Manage your organization’s assets throughout their lifetime, depreciate them according to GAAP guidelines or expense them to grants and projects.
Purchase Orders
Automate approval workflows orders based on budget available net of requisitions, existing purchase orders, commitments, and actual expenses.
Copilot
Helps associations streamline tasks with AI-powered assistance
Power Platform
Enables associations to build low-code custom apps, automate processes, and gain insights.
Microsoft 365
Secure, collaborative tools to enhance communication, document sharing, and efficiency
ALL THE REPORTS YOU NEED TO ENSURE COMPLIANCE AND REPORT WITH CONFIDENCE
Whether you want to improve efficiencies, improve production throughput, win more customers, or ensure product innovation, we’ll help you get there.
- Program Expense Reports – To track expenses tied to specific programs or services.
- Fund Accounting Reports – To ensure proper tracking of restricted and unrestricted funds.
- Grant Usage Reports – To track and report on how grant funds are allocated.
- Financial Tracking of Donations and Receipts – To monitor contributions and program revenue.
- Audit-Ready Financial Statements – Statement of Financial Position; Statement of Activities; Statement of Functional Expenses; Statements of Cash Flows; and other reports for internal and external audits.
- IRS Form 990 Reports – For tax-exempt status and annual reporting.
- In-Kind Donation Reports – To track and value non-cash contributions.
Access to Leading Tech for Social Impact Solutions
As a Managed Partner under Microsoft’s Tech for Social Impact (TSI) group, Sikich is part of an exclusive group of just 22 partners in North America. This partnership provides us with deep insights into the latest trends and technologies that Microsoft develops specifically for nonprofits. We leverage this knowledge to help you adopt scalable nonprofit solutions, share best practices from other organizations, and guide you to Microsoft software discounts and grants that can support your nonprofit’s digital transformation.
