Finly help and documentation

What you install

Finly ships as two extensions installed together:

• Finly Finance Core — every feature, country-neutral.
• a country app — Finly Finance BE, FR, NL or SG, which supplies the local statutory detail for that market.

Install Core first, then the country app for the localization the company runs in. Adding a second country later does not disturb an existing installation.

First run

1. Assign permission sets. Core ships six — accounting, bookkeeping, reports, CRM, client portal and time registration — and each country app ships one. Give each user the sets their role needs.
2. Open Finly Setup and configure number series, the booking workflow, and the optional services (VIES, KYC, and CODA for Belgian companies).
3. Pick a profile. Accounting office, service industry or retail industry. Each hides the fields and menu items that role does not use, down to the item card.
4. Import a bank statement and run automatic matching, to confirm the reconciliation setup against your own data before relying on it.
5. Book and post a document through the two-step draft workflow, then check it on the dashboard and in the VAT daybook.

How the draft workflow works

Finly replaces the single Post action with two steps. Book records the document as a draft — it is complete, numbered and reviewable, but not in the ledger. Post then commits a reviewed batch. A closed-period guard refuses postings into a period you have closed.

Bank reconciliation

Statements arrive by CAMT.053 in every country, and additionally by CODA and SODA for Belgian companies. Lines are matched against open ledger entries by priority — structured reference first, then amount and date, then counterparty — and the reconciliation card shows which rule matched each line. Unmatched lines are held for you rather than guessed at.

Structured payment references

Sales invoice posting generates a structured creditor reference: OGM for Belgian companies, ISO 11649 RF otherwise. Both are validated on entry, so a mistyped reference is caught before it reaches a payment file.

VAT and statutory reporting

The VAT daybook is a chronological sales and purchase VAT journal available in every country. Belgian installations additionally get the Belgian VAT statement, manual VAT corrections and grouped INTERVAT declarations for a group of companies. Annual accounts, profit & loss, trial balance and income/balance statements print from Core, taking the statutory company details (legal form, company register, street name and number) from the country app.

Languages

The interface is available in English, French (fr-BE and fr-FR) and Dutch (nl-BE and nl-NL). The two French and the two Dutch variants differ in accounting glossary, not only in spelling — a Belgian French user sees avoir where a French user sees note de crédit. Business Central picks the file by the user's language setting.

Requirements

• Microsoft Dynamics 365 Business Central version 28.0 or later, cloud (SaaS).
• A Business Central environment in Belgium, France, the Netherlands or Singapore.

Getting support

E-mail support@infivex.com in English, French or Dutch. Include the company name, the environment (production or sandbox), the extension version, and what you were doing when it went wrong — a screenshot of the error usually saves a round trip.

Licence terms are on the EULA page; how we handle data is in the privacy policy.