Business Central Accounting & Automation, Run by CPAs
Pulse CPA is a Microsoft partner and a Chartered Professional Accounting firm. We set up, migrate, automate and run your accounting in Microsoft Dynamics 365 Business Central — so you get an ERP that is built by accountants, reviewed by CPAs and connected to the Microsoft tools your team already lives in.
Implementation · Migration · Monthly accounting · Automation · Licensing · Across Canada
A Microsoft partner that is also your accounting team
Most Business Central projects split the work: a reseller sells the licences, an implementer configures the modules, and an accountant inherits the result. As a Microsoft partner and CPA firm, Pulse CPA brings it together — licensing for Business Central and Microsoft 365, an accounting-first design, and the monthly close, reporting and review that keep it accurate.
Business Central is only as good as the accounting behind it
Business Central is a powerful ERP: multi-entity, multi-currency, dimensions, approval workflows, deferrals, Power BI and deep Microsoft 365 integration. But most of what goes wrong in an ERP is accounting, not software — a chart of accounts that can’t report the way the board needs, dimensions nobody uses consistently, automation without controls, and a close that still runs on spreadsheets.
We design Business Central from the financial statements backwards. CPAs define the chart of accounts, dimensions, posting groups, approval rules and close process, then build the automation around them — and stay on to run and review the books every month if you want us to.
The result is an ERP your finance team trusts, your auditors can follow, and your leadership can actually read.
You’re ready for Business Central if…
- You run more than one entity, currency or location and consolidate in Excel
- Classes and tracking categories can’t give you the department, fund, program or project reporting you need
- Approvals and audit trail need to be stronger than email and PDFs
- Your team already works in Microsoft 365, Teams, Excel and Power BI
- You’re on Business Central today, but the setup isn’t delivering clean, timely numbers
- You’re a non-profit or association needing restricted-fund and grant reporting with real controls
Accounting in Business Central, end to end
Licensing & Microsoft 365
- Business Central licensing through our Microsoft partner channel
- Microsoft 365, Teams and Power BI alongside your ERP
- Right-sized user and licence planning
- One partner for the software and the accounting
Design & Implementation
- Chart of accounts, dimensions and posting groups designed by CPAs
- Multi-entity and multi-currency setup with consolidation
- Canadian GST/HST and PST configuration
- Approval workflows, user roles and permissions
Migration
- Moves from QuickBooks, Xero, Sage or spreadsheets
- Clean, reconciled opening balances
- History migrated to the level you need
- Parallel checks before cutover
Monthly Accounting in BC
- Bookkeeping, AP and AR run inside Business Central
- Bank and card reconciliations
- Month-end close with CPA review
- Accruals, prepaids, deferrals and allocations
Reporting & Governance
- Financial statements by entity, department, fund or project
- Power BI dashboards and KPI reporting
- Board, funder and lender packages
- Audit-ready schedules and documentation
Support & Optimization
- Health check of an existing Business Central setup
- Fixing dimensions, posting setup and reports
- Team training and documentation
- Ongoing admin and change support
What we automate in Business Central
Automation removes the manual work. Our CPA review keeps the numbers right.
Bank feeds & auto-reconciliation
Bank feeds with automatic matching rules, so reconciliation becomes reviewing exceptions, not ticking every line.
Invoice capture & approvals
Vendor invoices turned into draft purchase invoices from PDF and email by Business Central’s Copilot Payables Agent (or Continia for high-volume AP), then routed through approval workflows before posting.
Recurring & allocation journals
Recurring entries, cost allocations and intercompany postings that run on schedule instead of by hand.
Deferrals & accruals
Deferral templates for prepaids and deferred revenue, plus standard accruals built into the close calendar.
Power BI & scheduled reports
Live Power BI dashboards and scheduled financial reports, delivered to Teams or Outlook without spreadsheet rebuilds.
Power Automate
Approval and notification flows across Business Central, Outlook and Teams, so the right person signs off at the right time.
Copilot in Business Central
Microsoft Copilot features to speed up reconciliation, analysis and data entry — always with a human review step.
Your finance stack, connected
Canadian EFT payments, Airwallex multi-currency feeds, corporate card spend, ADP payroll and Shopify orders flowing into Business Central through native connectors or controlled imports.
From first call to a closed month in Business Central
Discovery
We review your entities, reporting needs, current systems and pain points — and tell you honestly whether Business Central is the right fit. Then we confirm scope and a fixed fee.
Design
CPAs design the chart of accounts, dimensions, approval rules, close process and reporting before anything is configured.
Build & migrate
We license, configure and integrate Business Central, migrate your data and reconcile clean opening balances with parallel checks.
Automate & train
We switch on bank rules, invoice capture, recurring journals, workflows and dashboards, then train your team with documentation they can keep.
Run & review
We run the monthly accounting in Business Central under CPA review — or hand it over and stay on call for support.
QuickBooks or Xero vs. Business Central
We work in all three. Here’s when Business Central earns its place.
| QuickBooks Online / Xero | Business Central | |
|---|---|---|
| Best for | Small, single-entity businesses | Growing, multi-entity and complex organizations |
| Entities & currencies | Separate files, consolidated in Excel | Multi-entity and multi-currency with consolidation |
| Reporting segments | Classes, locations, tracking categories | Flexible dimensions for funds, departments, projects |
| Controls | Basic user roles | Approval workflows, granular permissions, full audit trail |
| Microsoft 365 | Light integration | Native with Outlook, Excel, Teams and Power BI |
| With Pulse CPA | CPA-run and reviewed | CPA-designed, automated, run and reviewed |
Fund accounting with ERP-grade controls
Funds & programs
Dimensions for funds, programs and grants give you restricted and unrestricted reporting without a separate ledger for each.
Board & funder reporting
Statements by fund and program, budget vs. actuals and grant reports pulled straight from the ledger.
Audit-ready by design
Approval workflows and a full audit trail mean year-end schedules come together faster and cleaner.
HST & PSB rebates
Tax setup that supports ITC apportionment and public service body rebate claims, reviewed by CPAs.
We’ll also check whether your organization qualifies for Microsoft’s non-profit pricing. More on NPO & charity accounting ›
Business Central at the centre of a modern finance stack
One ledger, connected tools, governed under CPA review.
- Microsoft Dynamics 365 Business Central (the ERP)
- Microsoft 365 — Outlook, Excel and Teams
- Power BI (dashboards), Power Automate (workflows) and Copilot
- Business Central’s Payables Agent for invoice capture, with Continia Document Capture for high-volume or PO-heavy AP
- Canadian EFT supplier payments from Business Central, with bank-specific add-ons where your bank requires them
- Airwallex (Business Central bank feed, multi-currency accounts & FX)
- Corporate cards & expenses via Continia Expense Management or a connected spend platform
- ADP payroll integration, or payroll journals from Rippling and other providers
- Microsoft’s Shopify Connector (e-commerce)
Frequently Asked Questions
Is Pulse CPA a Microsoft partner?
Yes. Pulse CPA is a Microsoft partner and can provide Microsoft Dynamics 365 Business Central and Microsoft 365 licensing through our Microsoft partner channel, alongside the accounting work itself — one relationship for the software and the books.
Are you a software reseller or an accounting firm?
An accounting firm first. We are Chartered Professional Accountants who design, run and review the accounting in Business Central. Licensing is a convenience; the value is a CPA-designed chart of accounts, dimensions, controls, automation and month-end close.
When should we move from QuickBooks Online or Xero to Business Central?
Typically when you are running multiple entities or currencies, need fund, department or project reporting that has outgrown classes and tracking categories, need stronger approval controls and audit trails, or want finance to sit inside the Microsoft 365 tools your team already uses. We will tell you honestly if you are not there yet.
Can you migrate us from QuickBooks, Xero or Sage into Business Central?
Yes. We redesign the chart of accounts and dimensions, migrate opening balances and the history you need, run parallel checks, and reconcile before cutover so nothing is lost.
What do you automate in Business Central?
Bank feeds and automatic bank reconciliation matching, recurring and allocation journals, deferrals, approval workflows, purchase-invoice capture, scheduled reports and Power BI dashboards, plus integrations such as Airwallex bank feeds and payroll journal imports — every automation sits under CPA review.
Does Business Central work for non-profits and charities?
Yes. Dimensions make it well suited to fund, program, grant and restricted-fund reporting, and we build board and funder reporting on top. We will also check whether your organization is eligible for Microsoft's non-profit pricing.
Do you also do the monthly accounting, or just the setup?
Either. Most clients have us run the books in Business Central every month — close, reconciliations, reporting and CPA review — but we can also implement and hand over to your team with documentation and training.
Do you work across Canada?
Yes. Business Central is cloud-based, so we serve clients across Canada, with local roots in Oakville and the GTA.
Get Business Central built and run by accountants.
Whether you’re evaluating Business Central, migrating from QuickBooks or Xero, or fixing an existing setup, we’ll tell you exactly what it takes. We respond within one business day.