Why TreeBeam Is the Secret Weapon for Microsoft Business Central Accounting Teams

Microsoft Dynamics 365 Business Central is a robust financials software platform built to handle a wide range of business operations, including accounting, inventory, purchasing, and project management. For growing businesses and finance teams, it offers a solid foundation. But when it comes to managing the accounting close, especially across consolidated accounts or complex entities, even Business Central users can hit friction points.

That’s where TreeBeam comes in.

TreeBeam is a lightweight, purpose-built solution that enhances your existing Business Central workflows—particularly in the areas of trial balance management, financial statement consolidation, and the month end close process. If your accounting team relies heavily on Excel outside of Business Central to finalize financial statements, post adjustments, or manage consolidated financial reports, TreeBeam provides a better way.

Let’s explore how TreeBeam fills the gaps and brings structure, speed, and clarity to your accounting workflows.

1. From Export to Insight: Managing Trial Balances with Ease

Many Business Central users still export their trial balance into Excel for month-end processes. Whether you're reviewing financial accounts, preparing audit adjustments, or consolidating entities, this manual workflow introduces risk, slows things down, and complicates collaboration.

TreeBeam eliminates the chaos of spreadsheet-based trial balance management. You can upload your accounting trial balances directly from Excel into TreeBeam’s clean, cloud-based interface—without needing to reformat or integrate. Once inside, TreeBeam helps you organize, view, and edit your trial balances in ways that make sense to accountants.

2. Clean, Accurate Adjustments Without the Clutter

One of the most frustrating parts of the monthly closing process is tracking adjustments—especially when trying to separate book entries from audit, tax, or reclassification entries.

TreeBeam allows you to post and track adjustments in real time while keeping your original trial balance data intact. You can segment adjustments by type and period, creating a clean audit trail and improving collaboration during the accounting closing process.

For Business Central users, this means fewer Excel workbooks, fewer emails asking “is this version final?”, and a clearer picture of how adjustments affect your financial statements.

3. Consolidating Financial Accounts Without Enterprise Overhead

Business Central supports multi-entity structures, but producing consolidated financial statements often requires extra effort—especially if you need to eliminate intercompany transactions, combine entity data, or present financials in a custom format.

TreeBeam functions as lightweight financial statement consolidation software, allowing you to group accounts, manage eliminations, and generate clear consolidated financial results based on your trial balance uploads.

Whether you’re closing books for one company or ten, TreeBeam helps ensure your consolidated financial reports are accurate, transparent, and fast to produce.

4. Faster Month-End Close with Less Manual Work

TreeBeam doesn’t replace Business Central—it makes it better. Instead of reworking exported trial balances in Excel, TreeBeam gives you a structured environment built specifically for the month end close. You can track your progress, tag supporting documentation, view different adjustment scenarios, and collaborate with your team—all in one place.

This streamlined environment reduces the time and effort spent chasing down files or verifying formulas and allows your team to focus on delivering accurate, timely financial statements in accounting.

5. Built for Accountants. Made for Dynamics Users.

Unlike generic financial statement software or overly complex enterprise tools, TreeBeam is designed specifically for accountants who manage financial accounts, prepare reports, and close the books.

And because TreeBeam works with data exported from Business Central, there’s no need for lengthy system integrations. You don’t have to wait for an IT project to get started. If you can export your trial balance to Excel, you can use TreeBeam today.

6. Affordable, Flexible, and Scalable

TreeBeam is just $24.99/month—making it one of the most affordable ways to improve your accounting workflows without investing in heavy software that requires complex setup and change management. It’s ideal for teams who want to level up their close process and produce more reliable financial statements—without overhauling their entire financials software stack.

Final Thoughts: A Better Way to Close the Books

If you use Microsoft Dynamics 365 Business Central and still rely on spreadsheets to finalize the month end close, TreeBeam is the tool you didn’t know you needed.

It bridges the gap between your exported trial balances and your finished consolidated financial accounts. It adds clarity to your accounting closing process. And it gives your team the structure they need to work faster, smarter, and more confidently.

Don’t just close the books—close with confidence, TreeBeam has you covered!

Start today - https://www.treebeam.com or https://portal.treebeam.com