ICRM BrokerFinance

Platform, and Power BI for

extended automation, analytics,

and reporting.

(As an alternative to Microsoft Dynamics 365 can also be integrated with Xero Financials)

The solution is designed to:

• Automate Broker Payments:

Streamline broker

commission calculations and

payments using Business

Central’s financial engine and

Power Automate workflows.

• Unify Financial Processes:

Centralize financials across

Australia and New Zealand

for consistent operations and

compliance.

• Enable Secure Data

Management: Implement

robust security and data

governance aligned with

Microsoft best practices.

ICRM BrokerFinance integrates and

automates a wide range of

financial and operational

functions

Including:

• Financial General Ledger —

centralized ledger for

accurate, real-time financial

data.

• Financial Budgets —

integrated budgeting and

forecasting to align financial

planning with business

strategy.

• Financial Reporting &

Analysis — advanced

reporting through Power BI,

providing insights into broker

performance, profitability,

and cashflow.

• GST/BAS Accounting &

Functions — automated tax

calculations and submission

ready BAS reports for

Australian compliance.

• Bank Account Management

& Reconciliation — real

time cash management and

automated reconciliation.

• Sales and Accounts

Receivable — streamlined

invoice creation and payment

tracking for improved

cashflow.

• Purchasing and Accounts

Payable — automated

vendor payment processes

with approval workflows.

• Fixed Assets Management

— complete lifecycle tracking

of company assets.

• Cashflow Forecasting —

predictive analytics for

proactive financial decision

making.