Finance meets operations for perfect project management

Project accounting seamlessly embedded in Microsoft Dynamics 365 Business Central

OMZY brings project accounting and project management features to the next level thanks to an unbeatable ease of use. Designed with professional services firms in mind, it bridges the gap between operations and finances, adding depth and flexibility to Business Central’s project accounting capabilities. This solution centralizes all the tools and data you need to better control projects, manage operations, and streamline your processes.

Built to grow with your organization, OMZY supports simple and complex project structures and requirements to support your long-term business growth. Our commitment is to provide our clients with nothing less than the most complete project-based ERP.

OMZY helps you overcome your project management challenges with:

Real-time project visibility: With OMZY, project managers and executives alike have a better understanding of project performance thanks to real-time project data. This includes project progress and tracking of WIPs, costs and revenue for proactive project management.

Invoicing flexibility: Professional services firms have complex invoicing criteria, which is why OMZY provides automated rates and advanced invoicing options. Accelerate your invoicing cycle by automating calculations, combining invoicing methods, and use multiple rates by resource.

Budget control: The integration to the timesheet offers real-time visibility on costs and hours, from high level to detailed. This lets you make the quick adjustments needed to avoid delays and budget overruns, and ensure the satisfaction of your clients.

Resource planning: OMZY improves the management of project resource capacity to optimize their occupation rates and workloads. Your projects are then completed more efficiently while avoiding overloads and ensuring the well-being of your employees.

OMZY elevates Business Central with numerous project-based features

• Complex project structures
• Professional billing (summary and detailed transaction breakdown on the invoice)
• Mixed types of billing on the same project (time and materials, fixed)
• Multiple rates per project (billing methods for fees, expenses, and internal costs)
• Billing by date, milestone, or percentage of completion
• Detailed project budgeting (tracking costs, sales, and hours)
• Proposal-type budgets, multiple revisions with approval workflow
• Work in progress (flexible recognition of revenue by project)
• Timesheets and expense accounts with approval
• Multi-currency projects (currency management by company and project)
• Multi-department projects (cost and revenue tracking by department, service profitability)
• Multi-company projects (shared projects across different companies)
• Intercompany transaction automation (transfer of salary costs during personnel loans)
• User-based project dashboards
• Resource planning module
• Project Gantt charts

Meet your new colleague. Discover OMZY.

Supported Languages:
The app is currently available in English and French.

Supported Editions:
The app supports the Essentials Edition of Microsoft Dynamics 365 Business Central.
Supported Countries:
Canada, United States