Icono Tech

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Precision Oversight for MS Dynamics Business Central

Icono Tech, led by Robert Barrett, is a specialized manufacturing firm creating corrugated printing and material handling solutions using the robust ERP system Microsoft Dynamics 365 Business Central.

MS Dynamics Business CentralBank ReconciliationAR Audit & Oversight

The Client Profile

Icono Tech, led by Robert Barrett, is a specialized manufacturing firm creating corrugated printing and material handling solutions using the robust ERP system Microsoft Dynamics 365 Business Central.

The Operational Challenge

They faced an 'ERP Complexity Gap' where simple tasks like bank reconciliations required specific workflows. They needed a 'Fractional Oversight' role to ensure their internal processes and AR representative's work were accurate.

The Tallywise Intervention

We deployed our 'ERP Specialist' protocol, taking ownership of complex Dynamics BC bank reconciliations, conducting AR Quality Assurance audits, and verifying payroll runs against bank withdrawals.

Execution & Strategy

01

Bank Reconciliation

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed bank reconciliation perfectly into the client's financial ecosystem.
02

AR Audit & Oversight

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed ar audit & oversight perfectly into the client's financial ecosystem.
03

Payroll Verification

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed payroll verification perfectly into the client's financial ecosystem.
04

Monthly Reporting

We took complete ownership of this critical process, ensuring seamless technical integration and absolute accuracy in daily operations.

Executed tailored workflows to embed monthly reporting perfectly into the client's financial ecosystem.

The Results

Icono Tech now runs on autopilot. The leadership team spends virtually zero time on manual financial administration, yet maintains 100% crystalline visibility into the numbers.

100%
Record Accuracy
Zero
AR Discrepancies

"Tallywise, did a great job! Kept our company's sensitive information secured. All deliverables were on time. Much appreciated."

R
Robert Barrett
Iconotech

Project Snapshot

Client
Icono Tech
Owner / Contact
Robert Barrett
Industry
Manufacturing
Tech Stack
MS Dynamics Business Central
Deliverables
  • Bank Reconciliation
  • AR Audit & Oversight
  • Payroll Verification
  • Monthly Reporting
Website
iconotech.com
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