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Caterpillar Financial Services CR s.r.o. chooses Microsoft Dynamics NAV and OneCore, a Microsoft certified financial and leasing services solution

Caterpillar Financial Services s.r.o. the historical system did not support the company’s requirements, particularly in terms of the management, creation and support of their financial processes. Nor did it meet the local financial legislation in the Czech and Slovak Republics. The system did not allow for the full control of transactions separately in foreign currencies (EUR, CZK, USD, etc.). The headquarters of Caterpillar Financials, in the United States, require that reports, analysis and other documentation be created in several currencies, independently, while at the same time fulfilling the legislative requirements of those countries and managing accounting practices in accordance with those countries requirements.

Demanding a solution that would meet these basic conditions, Caterpillar Financials sought a modern solution that would also support the end-to-end financial and leasing processes of their business, while being fully integrated to an ERP solution that would cover all core business areas and support back-office requirements.

Caterpillar Financials chose Microsoft Dynamics NAV, a global enterprise resource planning (ERP) software solution that has helped more than 100,000 companies worldwide manage their accounting and finances, supply chain, and operations. Microsoft Dynamics NAV delivers the flexibility and agility that growing companies need to support business today and to be prepared for the future.

OneCore, a vertical solution which supports Microsoft Dynamics NAV, was selected as the industry-specific solution to covers all financial and leasing processes within the Caterpillar Financial Services business. OneCore is an asset finance solution, supporting financial and operative leasing and instalment sales; a term loan solution supporting both secured and unsecured financing as well as a specialized finance solution supporting floor plan management, fleet management, real estate and debt capital management.

Business needs
The implementation of Microsoft Dynamics NAV and OneCore in the company Caterpillar Financial Services s.r.o. took place in the Czech and Slovak Republic.

A fully integrates solution based on the Microsoft Dynamics platform provides Caterpillar Financial Services with the seamless management of all business processes. The solution effortlessly manages multiple languages, currencies and legislative in a single database and caters to both international accounting standards (IAS) and generally accepted accounting principles (US-GAAP).


  • Multi-currency
  • Multi-language
  • Supports multiple local legislations and accounting practices
  • A single, fully integrated solution based on the Microsoft Dynamics platform supported through a single database
  • Provides a framework for integration to other Microsoft solutions
  • Easy to learn and adapt to, utilizing the same look and feel that you have become accustomed to from Microsoft
  • The ability to manage complex financial and leasing solutions
  • The ability to report on complex financials, specific to your requirements in terms of currency, legislation etc.
  • Easier and more transparent communication with the whole company