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OneCore - ERP system for financing providers

One solution for all processes in financial services, fully integrated with Microsoft Dynamics 365 Business Central

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OneCore is a specialised ERP system for financial companies

The solution for financial services companies. It is fully integrated with Microsoft Dynamics 365 Business Central, therefore allowing its users to take full advantage of the platform.

It automates the processes of financing, renting and lending of almost any type of assets on the market, including online accounting implications. The solution includes reporting that offers a view of accounting and business data in the system.

Ability to work with annuities, aliquot calculations and various types of loans and interests

Easy changing of important operations thanks to instructive guides and tools for bulk changes

A simple tool for modelling various types of offers tailored to the customer’s needs 

Comprehensive management
of financial contracts

Operating lease

Operating lease

Financial lease

Financial lease

Credits

Credits

Instalment sale

Instalment sale

Fleet management

Fleet management

Real estate financing

Real estate financing

Modules

Contact management and CRM

  • allows the comprehensive management of business contacts, customers and suppliers in a single system, including the possibility of connecting to external systems for client verification
  • provides an overview of business opportunities and the history of all customers
  • enables various customer segmentations and comprehensively facilitates communication with the client

Management of the company’s financial products

  • a catalogue of subjects, including data import from external sources (AAD, JATO, Eurotax, etc.)
  • possibility of working with the price lists of provided services (operating lease)
  • the definition of the company’s financial products, including default settings
  • the definition of product templates, e.g. for individual customers or for marketing events

Contract management

  • customer service from the offer through the creation of a contract to the ordering of the subject of financing
  • bulk tasks for the invoicing of instalments, service cost re-invoicing and fuel card transactions
  • amendments to contracts using simple wizards
  • bulk tasks for amending contracts in the event of changes in interest rates, service prices, statutory fees and taxes

Demands for payment & penalties

  • enables issuing and subsequent sending of demands for payment according to set parameters
  • enables issuing penalty invoices to non-payers in connection with demands for payment

Service

  • handles processes ranging from the approval of service permits, repairs, insured events, bonuses to cost re-invoicing

Reporting

  • Business Central offers export or direct linking of data to Microsoft Excel and other formats. Beyond this basic functionality, we offer OneCore Reporting, which is built on the Microsoft Power BI platform.
  • You can link almost any data source with the data contained in OneCore to create a report or dashboard according to your specific requirements.
  • The advantage of this solution is the automatic updating of reports without the need for manual intervention and the ability to embed visuals into the applications you use every day.
  • OneCore Reporting makes it easy to get an overview of your entire portfolio, all contracts, customers, suppliers or the activity of your salespeople.

Fill in the gaps between data and decision-making. More information.

Contact management and CRM

  • allows the comprehensive management of business contacts, customers and suppliers in a single system, including the possibility of connecting to external systems for client verification
  • provides an overview of business opportunities and the history of all customers
  • enables various customer segmentations and comprehensively facilitates communication with the client

Management of the company’s financial products

  • a catalogue of subjects, including data import from external sources (AAD, JATO, Eurotax, etc.)
  • possibility of working with the price lists of provided services (operating lease)
  • the definition of the company’s financial products, including default settings
  • the definition of product templates, e.g. for individual customers or for marketing events

Contract management

  • customer service from the offer through the creation of a contract to the ordering of the subject of financing
  • bulk tasks for the invoicing of instalments, service cost re-invoicing and fuel card transactions
  • amendments to contracts using simple wizards
  • bulk tasks for amending contracts in the event of changes in interest rates, service prices, statutory fees and taxes

Demands for payment & penalties

  • enables issuing and subsequent sending of demands for payment according to set parameters
  • enables issuing penalty invoices to non-payers in connection with demands for payment

Service

  • handles processes ranging from the approval of service permits, repairs, insured events, bonuses to cost re-invoicing

Reporting

  • Business Central offers export or direct linking of data to Microsoft Excel and other formats. Beyond this basic functionality, we offer OneCore Reporting, which is built on the Microsoft Power BI platform.
  • You can link almost any data source with the data contained in OneCore to create a report or dashboard according to your specific requirements.
  • The advantage of this solution is the automatic updating of reports without the need for manual intervention and the ability to embed visuals into the applications you use every day.
  • OneCore Reporting makes it easy to get an overview of your entire portfolio, all contracts, customers, suppliers or the activity of your salespeople.

Fill in the gaps between data and decision-making. More information.

Modules

Insurance

  • creates various insurance products according to the parameters set by you
  • creates a complete service package, including basic and supplementary insurance, based directly on your clients’ requirements
  • provides clear records and management of insurance policies and insured events, including their settlement

Fuel cards

  • enables the management of price lists and fees, including the import and re-invoicing of transactions from refuelling companies

Funding

  • used to manage the refinancing of financial companies, enabling the management of credit limits from financing banks and partners

Car rental

  • an additional module that allows renting vehicles and other assets
  • possibility of setting price lists, bookings, statuses and invoicing
  • an overview of vehicle utilization with the possibility of planning and booking vehicles
  • invoicing of all rental-related services

Finances and accounting directly linked to business modules

  • the system includes all necessary accounting agenda
  • an online overview of all accounting data
  • supports statutory reports necessary for communication with the state administration
  • legislative support by Microsoft

Insurance

  • creates various insurance products according to the parameters set by you
  • creates a complete service package, including basic and supplementary insurance, based directly on your clients’ requirements
  • provides clear records and management of insurance policies and insured events, including their settlement

Fuel cards

  • enables the management of price lists and fees, including the import and re-invoicing of transactions from refuelling companies

Funding

  • used to manage the refinancing of financial companies, enabling the management of credit limits from financing banks and partners

Car rental

  • an additional module that allows renting vehicles and other assets
  • possibility of setting price lists, bookings, statuses and invoicing
  • an overview of vehicle utilization with the possibility of planning and booking vehicles
  • invoicing of all rental-related services

Finances and accounting directly linked to business modules

  • the system includes all necessary accounting agenda
  • an online overview of all accounting data
  • supports statutory reports necessary for communication with the state administration
  • legislative support by Microsoft

Seyfor OneCore for Microsoft Dynamics 365 Business Central

Watch this video to learn about Seyfor OneCore - solution for Microsoft 365 Business Central, and
explore its user environment.

Benefits of Lease Management Software

Management of the client’s entire lifecycle and financial contracts in one system

Integration with other Microsoft products (such as Office 365, MS Excel, MS Word, Power BI, Microsoft Flow and others)

Role-oriented user interface – all information in one place for user groups according to their focus

An application built on the quality and popular Microsoft Dynamics 365 Business Central platform

Download the Seyfor OneCore solution factsheet for financial companies

Find out how Seyfor OneCore accelerates and automates processes in the financial world.

Find out how Seyfor OneCore accelerates and automates processes in the financial world.

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Advanced Solution for OneCore

OneCore Business Portal

A self-service online portal providing an intuitive and modern information base for customers and partners. It allows users to easily create custom offer configurations for four types of financing: operating lease with services, financial lease, and credits with and without a subject.

More information

OneCore Calculation Engine

 A solution for any financial calculation. It is an ideal solution for companies focusing on credits, leases, fleet financing, operating or financing leases, and many other financial services.

More information

Sey4Sign ensures the complex processing of digital signing process of documents. It is fully integrated with Microsoft Dynamics 365 Business Central.

More information

Customers

Watch this video to learn about Customers in lease companies in Seyfor OneCore solution.

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