Connected Financials

Unify Practice Management and Back-Office Finance 

IRIS Firm Management, IRIS Star Practice Management, and IRIS Practice Engine integrates directly with Microsoft Dynamics 365 Business Central, connecting client work, billing, and WIP to your general ledger, AP, and financial reporting in real time. 

Microsoft dynamic business central

What Disconnected Finance Systems Cost Firms 

When your practice management and financial systems don’t talk to each other, the gaps compound. Partners lack a real-time view of firm profitability. Finance teams spend days on manual reconciliation. Multi-entity consolidation becomes a quarterly fire drill. And leadership makes decisions on reports that are already outdated. Business Central eliminates these gaps—directly connected to IRIS. 

how integrations help customers

Why Business Central

Enterprise ERP Built for IRIS Practice Management  Solutions

  • Direct IRIS Integration, No Middleware

    Supported integration between IRIS Star Practice Management, IRIS Firm Management, and IRIS Practice Engine and Business Central. Billing, WIP, and financial data flow in real time with no manual imports or third-party connectors. 

  • Eliminate Manual Reconciliation 

    Automated ledger updates and cash posting between IRIS and Business Central remove duplicate entries and the monthly reconciliation burden from your finance team. 

  • Full Profitability Visibility 

    Connect WIP, billing realization, AR aging, and corporate financials to see profitability across offices, service lines, and entities—without waiting for month-end. 

  • Multi-Entity Financial Control 

    Business Central supports multi-entity, multi-office, and departmental consolidation, ideal for expanding firms, regional networks, or PE-backed groups scaling through acquisition. 

  • Cloud-Native, Enterprise-Secured

    Built on Microsoft Azure with enterprise security, compliance certifications, and automatic updates—so your financial infrastructure scales without adding IT overhead. 

  • Microsoft Power BI and Power Platform 

    Extend your financial data with Power BI dashboards, Power Automate workflows, and Microsoft 365 integrations for enterprise-grade forecasting, budgeting, and analysis. 

How It Works

From Client Work to Financial Reporting. Connected. 

IRIS and Business Central exchange financial data between front-office operations and back-office finance, creating a synchronized financial backbone for your firm. 

Talk to Sales

  • Invoices, WIP, and billing activity generated in IRIS synchronize automatically with Business Central’s GL and AR modules for accurate, real-time revenue recognition. No manual journal entries. 

    how the integration works
  • Business Central manages general ledger postings, AP workflows, multi-entity consolidation, budgeting, forecasting, and cash receipting—providing complete financial control alongside IRIS. 

    how the integration works
  • Financial updates flow back into IRIS, giving partners and leadership real-time visibility into profitability, utilization, and firm performance—without waiting for month-end reports. 

    how the integration works
  • Build Power BI dashboards on your combined data, automate workflows through Power Platform, and connect to Microsoft 365—extending the value of your IRIS and Business Central investment. 

    how the integration works

Supported Products

Works Across IRIS Practice Management Solutions 

Evaluate Your Back-Office Readiness 

See how IRIS practice management connects with Microsoft Dynamics 365 Business Central to unify your firm’s front-office operations and back-office finance. We’ll walk you through exactly how the integration works for your firm’s structure—whether you’re a single-office practice or a multi-entity group.

FAQ

IRIS Star Practice Management, IRIS Firm Management, and IRIS Practice Engine each offer a supported integration with Business Central. Billing, WIP, and invoicing data from IRIS synchronizes with Business Central’s general ledger, accounts receivable, and accounts payable modules in real time. Financial updates flow back into IRIS, creating a single source of truth across front-office and back-office operations.

Practice management systems handle client work, time tracking, and billing. But as firms grow—especially across multiple offices or entities—they need robust general ledger, AP, budgeting, and financial consolidation capabilities that go beyond what a practice management system provides. Business Central fills this gap, integrating directly with IRIS to unify front-office and back-office finance.

Yes. Business Central supports multi-entity, multi-office, and departmental financial structures. Firms can manage separate legal entities, consolidate financials across offices, and report at the group level—all while maintaining entity-level detail. This is particularly valuable for PE-backed firms, regional networks, or groups growing through acquisition.

IRIS offers consulting-led implementation for Business Central, including project management, data migration, configuration, training, and go-live support. Both IRIS Star Practice Management and Business Central can be deployed on-premise or in the cloud. The integration is a supported, tested connection—not a custom build—which reduces implementation risk and ongoing maintenance.

With IRIS and Business Central sharing financial data, firms can build Power BI dashboards that combine practice management metrics (utilization, WIP, billing realization) with corporate financials (revenue, profitability, cash flow). This gives leadership a real-time, firm-wide performance view without manual report assembly.

Both options are available. Business Central is a cloud-first platform built on Microsoft Azure, but it also supports on-premise deployment. IRIS Star Practice Management works in either configuration, and IRIS provides a managed cloud service for firms that want a fully hosted solution. This flexibility lets firms choose the deployment model that fits their IT strategy.