standard ERP software for consulting companies.

We offer

We have not committed ourselves to specific sectors. Nevertheless, we now have a number of consulting clients and know the challenges in the field inside out. No matter whether it’s management consulting, financial consulting, strategy consulting, IT consulting or HR consulting. We will tell you how we will also make you better with our standards-based approach.

ERP software for consulting companies:

Our recipe for success is close to the standard.

In a nutshell: We always use the standard ERP solution Dynamics 365 Business Central (formerly Dynamics NAV/Navision) as a basis and add other technologies such as Microsoft Office 365, the Microsoft Power Platform and industry-specific add-ons. If necessary, we also programme individual adaptations for you. This distinguishes us significantly from our competitors. Your system remains updateable and you remain independent of the partner company.

1 Standard ERP solution

“Surely our processes are far too individual for a standard solution?” Wrong! Experience shows that we can map around 90% of our projects in the standard Dynamics 365 Business Central.

The system standard includes all processes from the areas of finance, warehouse, supply chain, personnel, production & assembly, projects and service.

2Add-Ons and customisations

If the standard solution is not sufficient, we can easily solve some challenges with add-ons and products from Microsoft (e.g. Microsoft 365, Microsoft Power Platform).

If you need further special functionalities, we can solve your challenges with individual adaptations. Contact us and we will be happy to advise you on your request.

Our concept is close to the standard:

These are the functions for consulting/advisory firms.

Manage contacts


Manage projects


Manage jobs


Record times



Manage contacts

Dynamics 365 Business Central gives you a 360-degree view of your customers. Create contacts including all relevant information. This way you can easily archive contact data and interactions (customer conversations and correspondence) in a clear manner and easily track previous interactions.

In addition to contacts, you can also create segments (e.g. for a direct mailing). In addition, you can easily manage sales opportunities, recognise potential at an early stage and send out targeted campaigns to your contacts.


Manage projects

In Dynamics 365 Business Central, you can create your consultancy project, including description, debtor, project management, start and end dates, budget and costs, in just a few clicks. In this way, every project can be clearly planned, viewed and processed. You can easily create tasks and assign them to team members and resources. You can also carry out budgeting: Either simple or complex by covering a large number of items.

Project controlling is also easy thanks to real-time data and meaningful standard reports (e.g. budget consumption). You can view the progress of the project at any time.

The following customisations are also possible and popular:

  • Workload Report (customisation)

    If required, we can provide you with an individual report on which team member has worked how much on which project.

  • Document Management (interface/add-On)

    For professional document management, we offer you an interface to third-party software (e.g. D3 or the fully integrated solution Document Capture). Manage documents anytime, anywhere.

  • Mobile Service App (add-on)

    With Anveo’s Mobile Service App, your consultants can easily access Dynamics 365 Business Central (formerly NAV/Navision). And this is independent of network coverage and even offline. The module is also ideal for field staff and service technicians.

  • Residual budgets report (customisation)

    If required, we can create an individual report for you on which residual budgets are still available.


Manage jobs

Dynamics 365 Business Central supports you in the entire flow from customer enquiry to quotation creation and order confirmation to invoicing. You have an insight into the orders including status at any time and can view further information if required. Everything centrally in one place.

You can send documents to your customers directly from the system (Outlook link). You can also create sales orders manually or from a sales quotation.


Record times

In Dynamics 365 Business Central, your team members can track their times via the timesheet and thus record the duration of tasks in detail. This also makes additional work directly visible. Workflows are also possible: for example, checking by the person responsible for the project and approval.

This forms the basis for fair and transparent billing for your customers.

The following customisations are also possible and popular:

  • Production data and time recording (add-on)

    With the Tempras TempVision add-on, you control time and shop floor data collection, resource planning and access control.

  • Travel expense recording (add-on)

    Use the Continia Expense Management app to integrate simple and transparent expense reporting into your ERP solution. Let your team submit expenses via browser or mobile app and approve them centrally and conveniently.



In Dynamics 365 Business Central, you can create quotation and invoice templates in your corporate design, send them from the system and archive them. This allows you to invoice booked times, resource consumption and project-related purchases in a relaxed manner.

The following customisations are also possible and popular:

  • Accounting of recurring fees (customisation)

    If required, we can programme a practical customisation for you, with the help of which the billing of recurring fees (e.g. licence and maintenance fees, support quotas) functions comfortably.

  • Collection (interface)

    Companies often outsource the collection of payments. To do this, we simply implement an interface to a debt collection company.

  • Direct Bank Connection (add-on)

    With windata’s confipay, you can transfer payment orders automatically and retrieve account transactions as well as PayPal transactions.

  • Electronic data interchange (add-on)

    Anveo EDI makes it child’s play to exchange data

    • with your customers (e.g. orders, invoices, credit notes, shipping notifications, article data, availabilities, prices),
    • with partner companies (better business relations through automated processes),
    • with suppliers (e.g. order processing, order confirmations, availabilities or delivery notes) or
    • between locations/clients (e.g. financial data and item information).
  • Elster (interface)

    We implement an interface for Elster exports for you.

  • Payment transactions (add-on)

    With the OPplus 365 add-on from Continia you can optimise your payment transactions (import and export) with manufacturing companies, trading companies or end customers. Automate your processes (clearing, preliminary account assignment, etc.) and get more transparency about your payments.

  • Payroll (add-on)

    With the add-on haveldata NAPA3, companies can map the entire payroll process in a structured and automated way.

  • XInvoice XML (add-on)

    With the help of BELWARE XRECHNUNG you can easily send invoices as XInvoice XML.

These are your fantastic advantages.

ERP software for consultancies:

  • Standard solution

    Although you receive a standard solution, it can be individually adapted to your requirements. And yet you remain updateable. Sounds contradictory? It isn’t. That’s what’s close to our hearts.

  • Scalability

    Dynamics 365 Business Central gives you the freedom to stay flexible. Simply expand your storage space and add new users on a role-based basis. Add-ons from the App Store or other data sources and services are easily integrated.

  • Deployment options

    You can run Microsoft Dynamics 365 Business Central currently on servers in your own company (on-premise), online (from the cloud) or in a hybrid environment. It’s your choice. You choose the staging concept that suits you. With the Microsoft Dynamics 365 Business Central cloud solution, you can get started quickly.

  • Transparency

    Through Microsoft Dynamics 365 Business Central you can network all data of all company departments and create reports and evaluations in real time. This allows you to identify trends immediately and take timely action if necessary.

  • Better decisions

    Improve your responsiveness to market changes with the 360° company overview. This no longer requires time-consuming Excel analyses. With Dynamics 365 Business Central, you see database updates in real time.

  • Integration to Microsoft products

    With Dynamics 365 Business Central, you get more than just ERP. The solution is integrated into the Dynamics 365 product family (e.g. Microsoft 365, Power Platform), giving you a unique combination of BI, communication tools, etc. Thus you work simply and intuitively (Microsoft Look and Feel).

  • Forecasts & Automation

    Benefit, for example, from intelligent predictions for reordering goods. You also receive recommendations for accounts payable, for example, to take advantage of discounts and avoid dunning charges. Your business processes can also be partially or fully automated – for example, the dispatch of an order confirmation.

  • Allround-service

    You have us as a strong IT company at your side – in all IT matters – whether in the field of software or hardware. We regularly enter into a long-term partnership with our clientele and you receive fixed contact persons.

ERP software for consulting companies:

An excerpt of our references.

ERP and infrastructure from a single source

With connectiv! eSolutions GmbH, we have already carried out upgrades to Dynamics NAV 2009 and Dynamics NAV 2017. We also support them in the management of their IT infrastructure.


Cloud-ready in agricultural consulting

Erzeugerring Westfalen e. G. has already worked with us to implement Navision 4.0, upgrade to Dynamics NAV and upgrade to Dynamics 365 Business Central Cloud.

Microsoft Dynamics 365 Business Central für Personaldienstleister

Acceleration of the invoicing process by 75 %

The implementation of Microsoft Dynamics 365 Business Central at K-Recruiting has led to improvements in billing, reporting and payment management.

What are you waiting for?

Book your personal and free web demo.

Get to know us and our ERP software for consulting companies! Our experts will introduce you to the tools in approx. 30 minutes without obligation and show individual potentials for your medium-sized company.

  • Insight into the functions
  • Thematization of your priority topics
  • Individual consulting for you

We are looking forward to your request!

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