Why Professional Services Firms Choose TekStack
Professional Services firms face unique challenges: managing complex projects, billing accurately across services, and delivering exceptional client support. TekStack’s platform, built on Microsoft Power Apps and Dynamics 365 Business Central, solves these challenges with:
- Integrated CRM and PSA for seamless project delivery
- Automated invoicing for software, hardware, and services
- Real-time financial visibility with Business Central
- Executive Dashboards through Power BI
- Copilot and AI to streamline operations and decision-making
Recognized by Analysts
Microsoft Dynamics 365 Business Central was named a Leader by IDC in their 2024 Worldwide SaaS and Cloud-Enabled Small Business ERP Applications Vendor Assessment.
It outperformed competitors like Acumatica and Oracle NetSuite in financial management capabilities.
TekStack vs. NetSuite and Salesforce
|
Feature |
TekStack + Business Central |
NetSuite |
Salesforce + FinancialForce |
|
Native Microsoft Integration |
✅ |
❌ |
❌ |
|
PSA + CRM + ERP in One Stack |
✅ |
❌ |
❌ |
|
AI-Enabled with Copilot Studio |
✅ |
❌ |
❌ |
|
Cost Efficient |
✅ |
❌ |
❌ |
|
Fast Implementation |
✅ |
❌ |
❌ |
AI-Enabled with Copilot Studio
TekStack integrates with Copilot Studio to make Business Central agentic—automating tasks, surfacing insights, and enabling digital workers to assist with:
- Invoice generation and syncing
- Customer record creation
- Payment status updates
- Deferred revenue entries
End-to-End Microsoft Offering
TekStack’s PSA and CRM modules combined with Business Central give Professional Services firms a complete Microsoft stack:
- CRM for sales and marketing
- PSA for project delivery and resource management
- Business Central for accounting and financials
- Copilot Studio for AI automation
Whether you’re migrating from QuickBooks, Xero, or legacy systems, TekStack’s Business Central Acceleration Services make the transition seamless.
FAQs
What is TekStack + Microsoft Business Central?
TekStack, integrated with Microsoft Business Central, is a complete solution for professional services firms. It streamlines project delivery, billing, financial management, and more, helping your business scale profitably and operate with precision.
Why do professional services firms choose TekStack?
TekStack solves common challenges like complex project management, accurate billing, and client support. It offers integrated CRM and PSA, automated invoicing, real-time financial visibility, executive dashboards, and AI-powered automation.
How does TekStack compare to NetSuite and Salesforce?
TekStack + Business Central provides native Microsoft integration, combines PSA, CRM, and ERP in one stack, includes AI features with Copilot Studio, is cost efficient, and enables fast implementation. These advantages are not offered by NetSuite or Salesforce + FinancialForce.
What AI features are available?
TekStack integrates with Copilot Studio to automate tasks, surface insights, and enable digital workers to assist with invoice generation, customer record creation, payment status updates, and deferred revenue entries.
Can I migrate from QuickBooks, Xero, or other legacy systems?
Yes. TekStack’s Business Central Acceleration Services make migration from QuickBooks, Xero, or legacy systems seamless.
How long does implementation take?
TekStack is designed for fast onboarding and implementation, with best practices and full integration to your revenue operations.
What does it cost to implement TekStack + Business Central?
For detailed pricing information, please visit our Business Central Pricing page.
