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Power BI gives CFOs the tools they need to create engaging reports and personalized dashboards to monitor data at a glance.


Microsoft Dynamics forecasts cash flow and allows users to easily update budgets. With over 300 standard business reports out-of-the-box, the role-tailored system can limit access to data required for each role.

Sales and Marketing

Workflow automation in Dynamics 365 for Sales helps streamline key tasks and boost operational efficiencies. Intuitive customization and seamless integration with your existing IT infrastructure help reduce total cost of ownership.


Office 365 drives productivity and reduces costs needed for servers, infrastructure and maintenance.

Time and Expense

Moniroo allows you to set approval limits, manage multi-currency expenses and approve purchase requisition.


Providing a detailed budget with spending plans by department and rolling cash forecasts which enables you to respond, in real-time to emerging business conditions.

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Professional Services

Develop and oversee organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction.

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Implement production, quality and customer service standards and resolve issues within the organization.


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Oversee the company's financial and accounting functions including policy development and implementation.


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Harmonize diverse business strategies critical to aligning risks and rewards and ensure that value is maximized from new and existing activities. 

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Overseeing technology investments to improve operations.


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What can we do for you?

WebSan worked with Cash for You to expand the capabilities of Microsoft Dynamics SQL reporting services. WebSan also custom developed an application within Microsoft Dynamics that has achieved 99.5% matching and reduced the time that the finance team spends reconciling bank accounts down to a total of under 10 minutes per day.

Did you know?

Microsoft Dynamics offers an integrated platform to streamline business processes. Its consolidated database enables improved cost visibilites, enhanced financial analysis and reporting, and centralized reporting.