Finance Outsourcing Case Study: 100% Invoice Posting

Finance Outsourcing Case Study: Restoring Control During an ERP Transition

Rapid growth can create significant pressure on a finance team. Transaction volumes increase, accounting processes become harder to manage, and unresolved issues can build up faster than internal teams can address them.

The pressure becomes even greater when an organization is also implementing a new ERP system.

This finance outsourcing case study follows a fast-growing FDI manufacturer and distributor in Vietnam that faced this exact situation. The company had outgrown its existing finance capacity and processes while preparing to move from its legacy finance system to Microsoft Dynamics 365.

At the same time, the internal finance team still needed to keep business-as-usual operations running, resolve historical accounting gaps, and prepare reliable financial data for the upcoming system transition.

The engagement provides a practical example of how additional finance and accounting outsourcing support can help businesses strengthen operational capacity during periods of growth and system change.

The Finance Challenges Behind the ERP Transition

The client was managing three priorities at the same time: maintaining daily finance operations, resolving historical accounting issues, and preparing financial data for the D365 migration.

Several gaps made this particularly difficult.

AP and AR aging reports had not been fully reconciled, reducing visibility into outstanding liabilities and receivables. Manual document flows made it harder to confirm whether invoices had been completely recorded. Accounting treatment for areas such as vendor deposits and prepayments also needed greater consistency.

For an FDI business operating in Vietnam, these issues could affect more than day-to-day accounting. Incomplete or difficult-to-trace records could increase exposure during tax reviews, external audits, and parent-company reporting.

Moving unresolved accounting gaps into a new ERP could also make them more difficult to identify and correct later.

This finance outsourcing case study looks at how the client addressed those risks while continuing its Dynamics 365 implementation.

How Finance Outsourcing Added Operational Capacity

Innovature mobilized dedicated GL, AP, and AR resources to strengthen the client’s finance operations while its internal team continued building experience with Microsoft Dynamics 365.

Three critical finance roles were filled, supported by senior finance oversight and regular onsite coordination.

Within approximately six weeks, the client had a fully staffed and functioning finance team supporting the recovery effort.

The approach included reviewing historical financial records, confirming balances before cleanup, tracing supporting documents, correcting accounting treatment where required, and establishing defined review checkpoints before posting.

These review checkpoints are part of a broader finance outsourcing governance approach that defines who executes, reviews, approves, and owns each finance activity during transition and BAU.

A more structured AP workflow was also introduced to improve payment and reconciliation processes and reduce dependency on informal knowledge.

For businesses facing similar capacity, backlog, or transformation pressures, our Finance & Accounting Outsourcing Services can provide dedicated support across AP, AR, General Accounting, reconciliations, close, and financial reporting while internal finance retains appropriate oversight and approval authority.

From 86% to 100% Invoice Posting Completion

The recovery effort produced measurable improvements.

Q1 invoice posting completion increased from 86% to 100% across the defined invoice population.

Approximately 800 invoices were reviewed, traced, corrected where necessary, and posted. During the process, the team also identified more than 100 previously unrecorded invoices and included them in the completed Q1 population.

These results helped establish a more complete financial baseline before migration to Microsoft Dynamics 365.

The benefits extended beyond clearing the backlog. Stronger source-document checks improved traceability, daily coordination helped surface issues earlier, and a formal AP SOP created reusable process knowledge for the finance team.

The finance outsourcing case study also illustrates why finance capacity during an ERP transition should be considered alongside technology implementation. A new platform depends on the quality and completeness of the financial information moving into it.

You can also explore the broader strategic benefits of finance and accounting outsourcing when evaluating how external finance capacity can support growth, process improvement, and operational resilience.

Download the Finance Outsourcing Case Study

Finance teams going through rapid growth, accounting backlog recovery, or ERP transformation often need to manage several priorities with the same internal resources.

This case provides a practical view of how an FDI manufacturer strengthened its finance operation while continuing a live Microsoft Dynamics 365 transition.

Download the full finance outsourcing case study to learn how Innovature approached the engagement, including the operational challenges, finance recovery method, GL/AP/AR delivery model, control improvements, and results behind the project.

See how the team moved from 86% to 100% invoice posting completion and built a more reliable finance baseline for the D365 transition.

Download the Full Case Study