Connect Rental and Accounting with PREXA365 + Dynamics 365 Finance
PREXA365 integrates effortlessly with Microsoft Dynamics 365 Finance, bringing rental and financial data into one powerful system. It automates Accounts Receivable (AR) for faster billing, manages Accounts Payable (AP) for vendor and maintenance costs, and posts all transactions directly to the General Ledger (GL).
Key Benefits of the Integration
Streamline your rental and financial operations with powerful automation and real-time insights
Accounts Receivable (AR)
- • Rental invoices from PREXA365 flow into Dynamics 365 automatically
- • Track customer payments, aging reports, and overdue accounts
Accounts Payable (AP)
- • Sync vendor-related maintenance and logistics costs
- • Automate payment scheduling and expense tracking
General Ledger (GL)
- • Map rental transactions to the correct ledger accounts
- • Real-time journal entries for rental income and asset depreciation
Fixed Asset Management
- • Use depreciation models from PREXA365
- • Track book value, acquisition cost, and disposal gains
Budgeting & Forecasting
- • Combine rental revenue projections with finance team budgets
- • Compare actual vs forecasted cash flow
Cash & Bank Management
- • Reconcile bank accounts linked to rental payments
- • Forecast liquidity based on expected rentals and expenses
Multi-Entity Accounting
- • Allocate rental income across branches or business units
- • Handle tax and financial compliance per region
Tax & Compliance
- • Automate VAT/GST entries based on transaction rules
- • Stay audit-ready with traceable data
Rental Workflow with Finance Integration
Seamless end-to-end process from rental order to financial reporting
Create Rental Order in PREXA365
Asset & Pricing Data linked to customer type (e.g., corporate, event, seasonal)
Invoice Auto Generated in Dynamics 365 Finance
Automated invoice creation with accurate pricing and customer details
Payment Posted to AR
Customer payments automatically recorded in Accounts Receivable
Asset Costs Tracked to GL and Depreciation
Real-time tracking of asset costs and depreciation in General Ledger
ROI and Margin Reports available via Power BI
Comprehensive analytics and reporting for informed decision making
Common Use Cases
Perfect solutions for diverse rental business scenarios
Lease-to-own rentals
Track payments and know when customers fully own the assets.
Assets with High Usage
Add monthly service or repair costs to stay on top of real profit.
Multi-Branch Operations
Handle rentals between locations and keep billing clear and organized.
Depreciation-Heavy Rentals
Perfect for construction or heavy equipment where depreciation matters a lot.
Who Uses It
We make it possible for a wide range of stakeholders within an organization to utilize the integration to the fullest
CFOs and Finance Teams
Strategic financial oversight and comprehensive reporting
Rental Operations Managers
Streamlined operations and asset management
Controllers and Accountants
Accurate financial records and compliance
Asset and Inventory Supervisors
Real-time asset tracking and optimization
One Platform, Multiple Benefits
Whether you're managing finances, operations, or assets, our integration provides the tools and insights you need to make informed decisions and drive business growth.
Features
PREXA365 takes care of the rental side of your data while Dynamics 365 Finance manages the financial side. Together, they give you full control over your entire accounting and financial operations.
PREXA365
Microsoft Dynamics 365 Finance
| Feature | PREXA365 | Microsoft Dynamics 365 Finance |
|---|---|---|
| Rental Order Management | ✅ Rental system built-in | 🔄 Via integration |
| Depreciation Models | ✅ Custom & industry-based models | ✅ Fixed Asset Module |
| Billing & Invoicing | ✅ Per customer/asset | ✅ Accounts Receivable |
| Expense Allocation | ✅ Maintenance, insurance tracking | ✅ Accounts Payable, Cost Accounting |
| Reporting | ✅ Operational & ROI reports | ✅ Financial Statements & Power BI |
| Multi-Company Support | ✅ Region-based pricing | ✅ Legal entity accounting |
Why PREXA365 + Dynamics 365 Finance Works
Reduces manual data entry
Improves billing accuracy
Tracks every dollar of income and expense per asset
Makes financial audits faster
Offers one source of truth across operations and finance
Why PREXA365 + Dynamics 365 Finance Works
The perfect combination for complete rental and financial management
Reduces Manual Data Entry
Automated data flow eliminates duplicate entry and human errors
Improves Billing Accuracy
Real-time synchronization ensures precise invoicing and payments
Track Transactions Easily
Complete visibility into income and expense per asset
Makes Financial Audits Faster
Audit-ready data with complete transaction traceability
One Source of Truth
Unified data across operations and finance for better decision making
Ready to Transform Your Rental Business?
Experience the power of integrated rental and financial management
Get Started TodayGet Started
Start Your Integration Today
PREXA365 experts will handle the setup, mapping, and testing. You provide your rental structure - we'll connect the dots with your Dynamics 365 Finance.
