LBMC Tech Solutions logo

Cloud ERP & Financial Management Solutions

Growing organizations need financial systems that can keep pace with increasing complexity. When accounting software depends on spreadsheets, manual processes, disconnected systems, or limited reporting, finance teams spend too much time managing the system instead of using financial information to guide the business.

LBMC Technology Solutions helps organizations evaluate, implement, integrate, and support ERP and financial management solutions designed around how their businesses operate. Our ERP consultants work with leadership and finance teams to understand current processes, reporting requirements, integrations, growth plans, and operational challenges before recommending a solution.

As an experienced Sage Intacct and Microsoft solutions provider, LBMC Technology Solutions helps organizations select and implement financial systems that improve visibility, automate processes, support complex accounting requirements, and scale with the business.

When Your Accounting System Starts Holding the Business Back

Financial systems that worked well at an earlier stage of growth can become increasingly difficult to manage as an organization adds entities, locations, employees, transactions, reporting requirements, and operational complexity.

Organizations often begin evaluating ERP and financial management solutions when:

  • Financial reporting depends heavily on spreadsheets and manual processes.
  • Month-end close and consolidations take too long.
  • Leadership cannot access timely financial and operational information.
  • Multiple entities, locations, currencies, or business units are difficult to manage.
  • Accounting systems do not integrate effectively with other business applications.
  • Manual approvals and data entry create unnecessary work and risk.
  • Existing software is approaching end of life or becoming difficult to support.
  • Growth or acquisitions expose limitations in the current financial system.
  • Finance teams need stronger budgeting, forecasting, reporting, or operational visibility.

Multi-entity organizations can face additional challenges around consolidations, intercompany transactions, reporting, and financial visibility. Understanding the accounting challenges multi-entity organizations face and potential solutions can help finance leaders identify where their existing systems and processes may be creating unnecessary complexity.

Considering a New ERP or Financial Management System?

Whether you’re replacing legacy accounting software, managing increasing financial complexity, or evaluating a move to the cloud, our ERP consultants can help you determine the right path forward.

ERP & Financial Management Solutions

LBMC Technology Solutions works with organizations to select financial management software based on business requirements, operational complexity, reporting needs, integrations, and long-term growth plans. Our consultants support both Sage Intacct and Microsoft ERP environments, helping organizations determine which platform and configuration best fit their needs.

Technology Solutions

Sage Intacct
LBMC Technology Solutions is a Premier Sage Intacct Partner

Sage Intacct

Sage Intacct is a cloud-based financial management platform designed to help growing organizations automate accounting processes, improve financial visibility, manage complex reporting requirements, and scale without relying on disconnected spreadsheets and manual processes.

LBMC Technology Solutions helps organizations evaluate, implement, configure, integrate, and support Sage Intacct based on their financial and operational requirements. Organizations that need more tailored financial visibility can also use Sage Intacct custom reporting to build reports around specific financial, operational, and management requirements.

Sage Intacct Overview  |  Download Datasheet  |  SaaS  |  Non-Profit  |  Healthcare  |  Financial ServicesConstruction

Business Central
LBMC Technology Solutions is a Microsoft Gold Partner for ERP

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an integrated business management platform for small and midsize organizations that need to connect financial management with operations, sales, purchasing, inventory, and other business processes.

LBMC Technology Solutions helps organizations evaluate, implement, configure, integrate, and support Business Central based on how their teams work and the information leadership needs to manage the business. Organizations replacing legacy accounting processes can also explore how modern accounting with Microsoft Dynamics 365 Business Central can improve financial management, reporting, and operational visibility.

Additional Business Central Information  |  Download Datasheet

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance helps larger and more complex organizations manage global financial operations, improve reporting and visibility, automate financial processes, and support data-driven decision-making.

Additional D365 Finance Information  |  Download Datasheet

Support for Existing Microsoft Dynamics ERP Environments

Organizations with established Microsoft Dynamics environments may need ongoing support while evaluating their long-term ERP strategy. LBMC Technology Solutions helps existing Dynamics users maintain current systems, address reporting and operational needs, and evaluate modernization or migration options.

Microsoft Dynamics GP

Organizations currently using Dynamics GP can work with LBMC Technology Solutions to support their existing environment and evaluate appropriate next steps as Microsoft products and business requirements evolve.

Additional Dynamics GP Information  |  Download Datasheet

Microsoft Dynamics SL

LBMC Technology Solutions supports organizations using Dynamics SL while helping leadership evaluate financial system requirements and potential modernization paths.

Additional Dynamics SL Information | Download Datasheet

Local Expertise, Wherever You Are

With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Charlotte, and Philadelphia, plus remote offices, LBMC partners with businesses across the region and beyond.

Why Choose LBMC Technology Solutions for ERP?

  • Experience across Sage and Microsoft ERP platforms
  • Business-process-first approach to ERP selection
  • Certified ERP consultants and implementation professionals
  • Experience with complex financial and multi-entity environments
  • Implementation, integration, training, and ongoing support
  • Industry experience across healthcare, nonprofit, construction, professional services and other complex organizations
  • Access to broader LBMC accounting, advisory, tax, cybersecurity, and technology expertise when needed

Industries We Serve

Financial management requirements vary significantly by industry, organizational structure, regulatory environment, and growth stage. LBMC Technology Solutions works with organizations across industries to implement ERP and financial management systems that support their accounting processes, reporting requirements, operational complexity, and long-term business objectives.

Our ERP consultants bring experience working with organizations that manage complex financial reporting, multiple entities, specialized accounting requirements, and industry-specific workflows.

Industries We Serve 

Explore Additional Industries We Serve

 

See how LBMC Technology Solutions helped Park Cities Baptist Church in Dallas, TX moved to a cloud-based ERP software.

Our Approach to ERP Selection & Implementation

Selecting ERP software is only the beginning. The value of a financial management system depends on how well it reflects your business processes, reporting requirements, integrations, and long-term objectives.

LBMC Technology Solutions works with clients through the ERP lifecycle:

Discovery & requirements

Understand current processes, pain points, reporting requirements, integrations, and future business needs.

Solution evaluation

Evaluate ERP platforms and determine the solution and configuration that best align with those requirements.

Implementation & configuration

Configure the platform, migrate data, establish workflows, and prepare the organization for the new environment.

Integration & testing

Connect required business systems and validate processes, reporting, controls, and data.

Training & deployment

Prepare users for the new system and support a successful transition.

Ongoing support & optimization

Provide continued support as business requirements, reporting needs, and the ERP environment evolve.

LBMC Technology Team

LBMC Technology Solutions

President/CEO, Technology Solutions

Chief Operations Officer (COO), Technology Solutions

Chief Delivery Officer of Network Engineering

Chief Technical Officer, Technology Solutions

Chief Delivery Officer of Business Applications

FAQs About ERP & Financial Management Solutions

How should organizations structure financial reporting in an ERP system?

A well-designed ERP should make it easier to analyze financial performance across departments, locations, entities, products, projects, or other areas of the business. The appropriate reporting structure depends on how leadership manages the organization and which dimensions of performance need to be evaluated regularly. For organizations using Microsoft ERP solutions, understanding the difference between segments and dimensions in Microsoft Dynamics can help finance teams design a more flexible reporting structure.

Organizations should consider replacing or modernizing their financial system when manual processes, spreadsheet dependency, slow reporting, limited integrations, or system limitations begin interfering with the finance team’s ability to support the business. Growth, acquisitions, additional entities, new reporting requirements, and aging technology can also expose limitations that were less significant when the current system was implemented.

For growing organizations still relying on entry-level accounting software, understanding the limitations of QuickBooks can help identify when the business may be ready for a more scalable financial management platform.

Cloud ERP platforms can reduce the infrastructure organizations must maintain while providing remote access, scalability, ongoing updates, and integration capabilities. On-premises systems may remain appropriate in certain environments, so the decision should consider security, integrations, customization, cost, internal IT resources, and long-term business requirements.

Organizations evaluating the economics of modernization should also consider the total cost of ownership across implementation, infrastructure, maintenance, support, upgrades, and the expected life of the system.

ERP selection should begin with business requirements rather than product features. Organizations should document current processes, identify reporting and integration requirements, involve stakeholders from affected departments, and determine which capabilities are most important to the business. Implementation requirements, vendor support, total cost of ownership, scalability, and long-term product strategy should also factor into the decision.

Our ERP Buyer’s Guide provides additional considerations for organizations evaluating financial management platforms.

Multi-entity organizations often need to manage consolidations, intercompany transactions, separate reporting structures, shared services, and different operational requirements across entities. Modern ERP platforms can automate parts of these processes and provide leadership with consolidated financial visibility while preserving entity-level reporting. Learn more about accounting challenges and solutions for multi-entity organizations.

Yes. Modern ERP platforms can integrate with CRM, payroll, expense management, banking, e-commerce, operational, reporting, and other business applications. Integration can reduce duplicate data entry, improve information consistency, and give finance and operational teams better visibility across the organization.

For organizations using the Microsoft ecosystem, connecting ERP and CRM capabilities can create a more integrated view of financial, sales, and customer information. Learn more about using Microsoft ERP with Dynamics CRM.

Organizations using Microsoft Dynamics GP should evaluate their current system requirements, integrations, customizations, reporting needs, and long-term technology strategy before deciding whether to maintain, modernize, or migrate their environment. The right path depends on how well the existing platform continues to support the business and what capabilities will be needed in the future.

Organizations evaluating a longer-term modernization strategy can also explore how Dynamics GP fits into a broader ERP modernization and digital transformation journey.

Organizations that continue to rely on Microsoft Dynamics GP should periodically review how the system is configured, supported, licensed, and used for financial reporting. Changes to reporting requirements, integrations, user needs, Microsoft’s product lifecycle, or the organization’s broader technology strategy can all affect how well the existing environment continues to support the business.

Finance and technology teams should stay informed about Microsoft Dynamics GP lifecycle updates and understand available Dynamics GP user types, licensing, and deployment models. Organizations that rely on Management Reporter should also evaluate their reporting options for Microsoft Dynamics GP as part of their longer-term ERP strategy.

Both Sage Intacct and Microsoft Dynamics 365 Business Central can provide growing organizations with stronger financial management, reporting, automation, and scalability than entry-level accounting systems. The right platform depends on factors such as accounting complexity, operational requirements, integrations, reporting needs, industry requirements, and the organization’s broader technology environment.

Organizations considering Sage Intacct can explore how ERP-driven digital transformation with Sage Intacct can improve financial processes and visibility. Those evaluating Microsoft can learn more about Microsoft Dynamics 365 Business Central as an ERP platform.

ERP systems can give finance leaders more timely access to financial and operational information while reducing the manual work required to assemble reports. Integrated data, automated workflows, dashboards, and stronger reporting capabilities can help organizations monitor performance, identify trends, and make decisions using more current information.

The ERP platform is also one component of a broader finance technology environment. Finance leaders evaluating their systems can explore how to build a more effective technology stack with ERP and business software.

Find the Right ERP for Your Business

Choosing a new financial management system is a significant decision. The right platform should solve today’s operational and reporting challenges while giving your organization room to grow.

Whether you’re evaluating Sage Intacct or Microsoft Dynamics, replacing a legacy accounting system, or determining whether your current ERP can continue supporting the business, LBMC Technology Solutions can help you evaluate the options and build a practical path forward.

Scroll to Top
LBMC
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.