Case Study: FLOCK Specialty Finance achieves scalable cloud financial control and faster reporting with Velosio-powered Microsoft Dynamics 365 Business Central

FLOCK Specialty Finance Counts on its Flexible Microsoft Dynamics Solution

FLOCK Specialty Finance, an Atlanta-based specialty finance firm that has funded hundreds of transactions totaling billions in receivables, was outgrowing QuickBooks and facing investor pressure to move to a more robust, secure, cloud-based financial system. To meet those needs, FLOCK engaged Velosio to implement Microsoft Dynamics 365 Business Central for stronger portfolio management, security, and scalability.

Velosio implemented Dynamics 365 Business Central and had FLOCK live within five months, consolidating a pages-long chart of accounts into three GL accounts while using dimensions to manage 555 portfolios. The solution enabled automatic reconciliations, streamlined AR/AP and sales/purchase journals, one‑click report creation (saving the CFO ~30 minutes/month), Excel upload capability, Power BI dashboards for real‑time analysis, and cloud-based remote access—delivering faster reporting, improved compliance, and measurable time savings.

FLOCK Specialty Finance

Daniel Paul

Accounting Manager