Financial Services

Our 20 years of experience working in the financial services industry have provided us with the skills necessary to address financial services companies’ special needs regarding importing and exporting data from outside software. In addition, we have expertise reporting on user-defined elements such as deals, projects, departments, partners, and locations. We helped one of our clients reduce his company’s waste by as much as 15% by doing away with unintentional inefficiencies. That money is now being channeled directly into increased shareholder value, an annuity stream that provides ongoing benefits for everyone. Accountnet directly supports the Metro New York Area for Microsoft Dynamics and its clientele worldwide. We support multiple offices around the world on a daily basis on terminal server or Citrix if desired.

Innumerable companies provide products and services to facilitate the flow of money: credit and related services; investment-related services; oversight services, including accounting, regulation and data oversight; stock exchanges; and associated marketing services. Such companies can now transition from QuickBooks to Microsoft, which boasts new currency functionalities that render manual reporting in Excel a thing of the past. Multi-user interfaces and scalability for growth are part of a low total cost of ownership. More and more companies are choosing Microsoft Dynamics to fulfill their business management needs, Accountnet has partnered with Concur for expense tracking and integration with Dynamics. Accountnet provides a host of services through Dynamics, including document imaging, accounts payable work flow, and procurement flowing to purchase order. We also have experience with Oracle migrations. We gladly and expertly work with users who have downsized, have upsized, or are using a customized solution that is not applicable in today’s marketplace.