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Looking to improve your product offer for clients in the professional services industry? OMZY is here for you.

A Project layer purpose-built for professional services implementations

OMZY addresses common implementation gaps such as multi-company project visibility, automated inter-departmental charges, mixed billing methods on a single invoice, and workload and utilization tracking across internal and external resources. It supports both simple and complex project structures and scales cleanly as client requirements evolve, making it a practical extension to Business Central for project-driven organizations.

COMPARE BUSINESS CENTRAL AND OMZY

What’s in it for me?

Unlock new growth opportunities

Most ERPs are built with manufacturing and distribution firms in mind, but the professional services sector has specific needs and processes that these ERPs fail to address. OMZY was developed in close collaboration with professional service firms and designed to meet those needs by leveraging the user-friendly interface of Dynamics 365 Business Central.

The result? The perfect product for our firms in sectors such as architecture, engineering, accounting, IT and more. Partner with OMZY and develop your clientele in one of the fastest-growing industries today.

Increase your revenue

Explore a new vertical with tools built for it, and earn on recurring license revenue with our partner program.

Increase satisfaction and retention

Leverage existing technology and avoid scope creep and delays due to customizing solutions for your clientele.

Remain competitive

Offer cutting-edge technology and capabilities, and enhance your expertise within the market.

Partner with experts

Benefit from our expertise in the professional services industry to expand and support your customer base.

MICROSOFT DYNAMICS 365 Business Central & OMZY Comparison

	MICROSOFT DYNAMICS 365 BUSINESS CENTRAL PROJECTS MODULE	OMZY
INVOICING	Invoicing is typically a lumpsum amount once the task or job is complete. Timesheet transactions cannot be picked from the subledger to be included in an invoice.	A key module in the product. Ability to roll up tasks to various degrees of grouping to summarize or detail them on an invoice. Mix and match different invoicing methods within the same invoice based on time and activities entered from a timesheet.
BUDGETING	Can create a budget to record cost and billable revenue on each task, but there is no versioning available. You can budget against: resources, items, GL accounts for a number of hours/quantity, cost and billable amounts.	Multiple revisions can be tracked with revision numbering to retain iterations as the project evolves. You can budget on all the different types of transactions available from a labor, expense, machine or materials perspective. Each task can be budgeted in a detailed manner or on a global budget. An approval system can be included within this budgeting process.
COMPANY AND PROJECT STRUCTURES	Projects are created by company and projects inputs and are only available in one company at a time.	Projects are created in a domain visible to all companies associated to the database. When working in a multi-company project setup: Projects in a parent company can automate intercompany markups when costs and revenues are associated to a different company working within the same project.
MULTICURRENCY MANAGEMENT	It is possible to monage either the cost or the revenue in a foreign currency, but not both.	It is possible to manage the cost and revenue in a foreign currency. It is also possible to report on the project monetary values in the project currency or the company currency. Reporting can be done in the project’s native currency, with P&L reviewed in the company currency and invoices issued in the client’s requested currency.
EMPLOYEE TIMESHEETS	Employees enter their time in Business Central. Entries are only posted to the project subledger.	Employees enter their time in Business Central, and entries are posted to the project subledger and the GL. Entry types that are available: costs, benefits, overhead, intercompany (if required) and revenue, based on the contract type and associated rate card.
EXPENSE REPORTS	No expense report with the bose application.	Employees enter their expenses in Business Central, and entries are posted to the project subledger, the GL, and a transaction in AP (employee vendor) with an entry to cost and revenue (cost markup), depending on the contract type and associated rate cards.
GENERAL COST ALLOCATION TO PROJECTS	Expenses entered through PO, and AP can be allocated to projects. POs generate a commitment to the project so manager can review incoming cost. Billing markup can also be associated.	Expenses entered through PO and AP can be allocated to projects. POs generate a commitment to the project so Managers can review incoming costs. All costs entering the project can be marked up for chargeback to the client depending on contract type and associated rate cards.
PROJECT PLANNING	Employees that are budgeted are in theory also planned on the project, no Gantt view or utilization rates available.	Planning feature embedded in the software allowing users to be planned on task, effort driven and review actuals to planned in Gantt chart view, by project and by resource with Business Central.

	MICROSOFT DYNAMICS 365 BUSINESS CENTRAL PROJECTS MODULE	OMZY
INVOICING	Lump sum billing only. Timesheet entries can’t be pulled into an invoice.	Mix and match billing methods and roll tasks up to whatever level of detail the client needs.
BUDGETING	Basic budgets with no revision history. No Gantt view or utilization tracking.	Multi-revision budgeting with built-in approvals, plus a Gantt view to compare actuals to plan by project or resource.
COMPANY AND PROJECT STRUCTURES	Projects are created by company and projects inputs and are only available in one company at a time.	Projects are visible across all companies in the database, with automated intercompany markups.
MULTICURRENCY MANAGEMENT	Cost or revenue can be tracked in a foreign currency, not both.	Both cost and revenue can be tracked in a foreign currency, with reporting in either project or company currency.
EMPLOYEE TIMESHEETS	Time entries post to the project subledger only.	Time entries post to the subledger and the GL, with entry types based on contract and rate card.
EXPENSE REPORTS	No expense report feature.	Expenses post to the subledger, the GL, and accounts payable, with cost and revenue calculated automatically.
GENERAL COST ALLOCATION TO PROJECTS	PO and AP costs can be allocated to projects, with billing markup available.	Same allocation, plus automatic client chargeback markup based on contract type and rate cards.
PROJECT PLANNING	Budgeted employees are in theory planned too, but there’s no Gantt view or utilization rates.	Built-in planning with a Gantt view to compare actuals to plan, by project or resource.

Expand your customer base

Start tapping into a growing market today and take your business to the next level. OMZY is the result of 40 years of expertise in the professional services industry, and was developed to manage the projects and operations of growing small and medium-sized businesses around the world

With OMZY, you can now help these firms meet both their goals today with their long-term growth and expansion into the new markets.

PROFESSIONAL SERVICE FIRMS

Operating in the engineering, architecture, accounting, IT and non-profit sectors

SMALL AND MEDIUM BUSINESSES

With over 50 employees and $6M in revenue, and that manage by project

LOCATED WORLDWIDE

Multi-currency and multi-company features support businesses anywhere in the world

MOVE YOUR GP CUSTOMERS TO BUSINESS CENTRAL

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GET READY TO transform YOUR BUSINESS