Dynamic 3i - The ERP to Manage Your Organizational Finances
From AR/AP to General Ledger, manage your financial operations with integrated data within the same ERP
Accounts Payable
Optimize cash flow and build an excellent reputation with your suppliers by ensuring your payments are always on time and never early.
SDC's Accounts Payable can automatically pay your suppliers based on invoice due dates and protect your business from overcharging.
With proactive notifications, your suppliers will be alerted when a payment is about to be made.
Giving you the autonomy to:
Completely integrate with major financial institutions, EFT, ACH, and other payment options, releasing payments automatically on invoice due dates.
Match invoice details with purchase orders and automatically suspend payments if they do not match to protect your business.
Track, approve, and pay employee expenses with Employee Expense Approval workflow.
Accounts Receivable
SDC can automate your revenue operations and proactively protect your business by identifying problematic revenue issues before affecting your business.
We can establish a credit management workflow that will drive decisions on customer credit and payment terms based on past payment performance.
We can install proactive measures such as reporting to identify challenging customers.
Which gives you the benefits to:
Configure unique payment terms for specific customers, including immediate payments and high-risk transactions incentives.
Proactively notify customers of current and past due statements.
Utilize dashboards for cash flow projections, past due performance, payment performance.
Financial Statements
We can simplify the process and reduce the effort around your regular financial reporting by automating the import of all your financial data points.
SDC can instantly produce your monthly, quarterly, and annual statements with predefined or customized Financial Statements that reduce your turnaround time at month-end and provide stakeholders with timely reports.
A simplified process enables you to have:
An interactive financial report console allows you to customize financial reports that would be most relevant to your industry.
Built-in industry-standard reports with the ability to add custom fields for your unique business requirements.
Export functions tailored to a host of stakeholders, including Excel CSV and PDFs.
General Ledger
You can track your entire business granularly, knowing your General Ledger data is accurate and up-to-date at any given time.
We can fully integrate your general ledger process with SDC's General Ledger module: it automates the ledger entries based on activities and transactions sourced from other SDC ERP modules, making accounting a breeze.
The SDC General Ledger platform allows your GL account to be separated to manage multi-entity or multi-location businesses via:
Extensive reporting capabilities include budgeting vs. actual performance.
Managing complex accounting transactions, including segmented or separated business scenarios.
Reducing repetition and errors by creating journal transactions based on pre-set rules.
Allowing comprehensive validation ensuring that regular financial reporting packages are complete for a worry-free period closure.
Dashboards & DYNAMIC Reports
Get the correct information to the right decision-makers. Our interactive dashboards give users the power to customize the depth and breadth of reports from Dynamic 3i through:
Charts, graphs and interactive reports are provided for each role or department
Customized reporting and shared with colleagues in various formats, including spreadsheet, PDF, or HTML.
“Dynamic 3i helped us automate 30% of our operations, freeing our staff to take on more important strategic work”
Optional Add-Ons
Asset Management
Protect your investments and ensure they are there when your team needs them.
Maximize your return on capital by tracking asset values locations and generating revenue by renting your capital assets to clients and generating revenue. SDC's Asset Management allows you to eliminate spreadsheets and automatically produce monthly depreciation journals based on customizable schedules saving you time and money at month-end.
Giving you the ability to:
Track physical inventory and locations of assets.
Rent out assets to clients and automatically generate billings.
Issue tools and track who has possession of tools and other assets within your organization.
Contract Management
Keep your revenue stream consistent with automated your recurring billings.
The Contract Management module makes it easy to generates monthly, quarterly, or annual billings based on your contract details, such as start and end dates.
Enabling you to:
Automatically track contract dates and automate billings, and flags contracts requiring renewal.
Break up contract income on a monthly basis for accounting purposes.
CRM (Includes Internet and Telephone Marketing)
Give your customer service team every data point they need to help your customers by giving them all customer data points, including existing contracts and deliverables, in a single one-stop console.
Track every interaction between your customers and your team by,
Pulling every data point for each customer, including order history, receivables, request account history, return status, and more, from a single interface.
Tracking inbound/outbound calls and emails for performance and accountability.
Generating scripts and canned responses for telemarketing campaigns.
Investment Management
We utilized a dedicated investment module for large investment organizations and public sector investors.
This will help you manage multiple portfolios and investment types, including equities, bonds, and real estate giving you the ability to:
Automate GL Journal entries from sales or purchases of investments, bond coupons and amortizations.
Batch upload market prices.
Make exchange rate updates to revalue foreign currency investments.
Payroll
Pay your employees accurately and on time, and help your payroll department reduce onerous payroll processes.
SDC's fully integrated Payroll module integrates all payroll-related activities, such as time tickets, across the different SDC modules.
You can simplify your regular payroll process with automatic payment instructions to significant banks or automating clearinghouses, giving you the visibility to:
Automate statutory deductions configured for Canadian and Caribbean markets.
Track time and attendance and feed time tickets from the time tracking module to payroll automatically.
Integrate with all central Canadian and Caribbean banks using open financial standards.