OPTIMIZE PROJECTS FROM start TO FINISH
How OMZY Works
A project services automation layer built to extend Microsoft Dynamics 365 Business Central.
OMZY is a project services automation (PSA) solution designed specifically for project based and professional services firms. Built as a native extension to Microsoft Dynamics 365 Business Central, OMZY connects project execution and financial management in a single system, using one shared data model.
Instead of stitching together disconnected project tools, spreadsheets, and accounting workarounds, OMZY extends Business Central to support how service firms actually operate: by project, by transistion, and in real time.
Built on the Microsoft Stack
-
Keep finance, projects, and revenue recognition in one system
-
Leverage Microsoft’s security, scalability, and cloud infrastructure
-
Extend capabilities using Power BI, Power Automate, and the wider Power Platform
-
Reduce integration risk by working within a single Microsoft ecosystem
The More You Know
Why Service Firms need a project accounting system
Without a PSA layer, firms rely on manual adjustments, spreadsheets, and month-end corrections to explain what really happened on a project. OMZY eliminates that gap by embedding project accounting logic directly into Business Central.
The result is earlier insight, cleaner revenue recognition, and fewer surprises at month-end.
Traditional ERP systems are designed for project-centric businesses. Service firms operate differently. Revenue is earned through time, milestones, deliverables, and approvals, not inventory movement.
A PSA Tool becomes essential when firms need to:
-
Track work in progress (WIP) accurately and continuously
-
Recognize revenue based on actual project delivery, not billing timing
-
Manage multiple billing models across the same project
-
Understand project margin and profitability while work is still in progress
-
Align delivery teams and finance teams around the same data
Implementation
How do I implement OMZY within my organiZation?
A typical internal-led implementation includes:
What if I’m already on an on-premises version of dynamics
-
Move away from infrastructure maintenance and upgrade cycles
-
Gain access to Microsoft’s cloud security and scalability
-
Enable real-time reporting and automation across the Microsoft stack
-
Adopt a PSA model designed for today’s project complexity
Design based on 40 years of experience
Designed around how service firms actually work.
Omzy is built by a team with decades of experience working with project-based organizations. It’s design reflects the realities of professional services: changing scope, mixed billing models, revenue recognition complexity, and the need for real-time financial insight.
Every feature in OMZY is grounded in project delivery and financial accuracy, from transaction-level WIP tracking to flexibile invoicing and margin analysis. The goal is not just to manage projects, but to help firms run them profitably (read our Metrics that matter eBook for key insights).