Business area
Vision 365 for Finance & Controlling
Build budgets on the commitments the business actually makes. Contracts, receptions, invoices and expenses feed the same data your dashboards report on.
What your team can manage with Vision 365
A connected set of capabilities for planning, controlling and reporting.
Build and follow budgets
Plan on cost centres and budget lines the business recognises.
See commitments early
Know what is committed through contracts before the invoice arrives.
Control expenses
Follow purchasing and operational expenses against plan.
Work with customer invoicing
Keep commercial invoicing connected to contracts and deliveries.
Report on live data
Use dashboards built on the same records the teams work in.
Keep the documents together
Find the contract, reception or invoice behind every figure.
Solutions used by Finance & Controlling
Finance & Controlling brings together capabilities from several Vision 365 solutions rather than operating as a separate application.
Procurement & Supplier Management
Purchase contracts, supplier invoices and expenses on the cost side.
CRM — Customer Relationship Management
Customer contracts and invoicing on the revenue side.
Modules used by Finance & Controlling
The concrete Vision 365 modules behind the activities above, grouped by the solution they belong to.
Budgeting & Performance
BudgetBudget definition, cost centres and budget lines.
DashboardsConsolidated visibility over commercial and operational information.
Procurement & Supplier Management
Purchase Contract managementPurchasing commitments behind future costs.
Accounts payableSupplier invoices matched with contracts and receptions.
Expense ManagementOperational expenses followed against budget.
CRM
Sales Contracts managementsCustomer contracts behind expected revenue.
InvoicingCustomer invoicing connected to the commercial process.
Subscriptions & MembershipsPlans, recurring billing and renewals.
Intranet & Team Collaboration
Documents Managements and RegistrationRegistration and retrieval of supporting documents.
How Finance & Controlling connects with the rest of the business
One platform. Every step. No handoffs.
Common workflows
Typical connected processes supported by the Finance & Controlling business area.
Plan to commitment
Follow how an approved budget line turns into a contractual commitment.
Commitment to invoice
Continue from a purchase contract and reception into the supplier invoice.
Delivery to revenue
Connect delivered products or services with customer invoicing.
Data to decision
Bring commercial and operational information into shared dashboards.
See Vision 365 applied to your planning and reporting
Explore how budgets, commitments, invoices and dashboards can work on the same business data.