Project Overview
PKF Littlejohn, one of the UK’s leading audit and accountancy firms, was operating a bespoke, in-house finance system made up of multiple disconnected tools. With an existing commitment to a Microsoft 365 strategy, the firm needed a modern, unified solution that could replace its legacy systems and unlock greater value from its technology investments.
With Transparity as its implementation partner, PKF Littlejohn migrated to Microsoft Dynamics 365 Business Central in the cloud — deploying six core finance modules across thirteen business entities. The result is a single, centralised system with real-time financial data, same-day financial close and on-demand reporting that saves the team several days every month.
The Challenge
PKF Littlejohn previously operated a bespoke, in-house finance system made up of multiple tools across its core accountancy processes. These systems were outdated, disconnected and inefficient, making it difficult to maintain a consistent and scalable approach to financial management.
The organisation had already committed to a Microsoft 365 strategy and wanted a modern solution that could align with this direction and unlock greater value from its technology investments.
“We were actively looking for a replacement system. We wanted to understand how we could use Business Central in light of our requirements and ensure we could take full advantage of our Microsoft strategy.” — Mike Kowal, Chief Financial Officer, PKF Littlejohn
A key requirement was finding a partner that could work collaboratively and support a hands-on implementation approach, enabling the internal team to stay closely involved.
The Solution
PKF Littlejohn selected Microsoft Dynamics 365 Business Central, implemented with support from Transparity, to replace its legacy finance systems with a unified, cloud-based platform.
The solution includes core finance functionality such as general ledger, cash management, accounts payable and receivable, VAT and budget management. Jet Reports was also implemented to enhance reporting capabilities.
The system was customised to support multiple business entities and deployed entirely in the cloud, migrating all data from the previous on-premise systems.
The project was delivered within a tight timeframe, with strong collaboration between the internal team and Transparity ensuring successful delivery. Clear communication and a structured approach enabled the project to remain on track while prioritising key requirements.
“The project ran smoothly to plan, meeting all the scheduled dates. Transparity had a good grasp of our business drivers and kept our deadlines firmly in mind.” — Ben Seymour, Project Manager, PKF Littlejohn
The Outcome
The move to Business Central has transformed PKF Littlejohn’s finance operations, creating a single, centralised system that provides real-time access to financial data and reporting.
With Jet Reports, the team can now generate reports on demand, significantly reducing the time required for financial analysis. Tasks that previously took hours can now be completed in minutes, saving several days each month.
“Management accounts production is now at the click of a button. We no longer need to manually compile figures, and we can use real-time data to inform decisions.” — Mike Kowal, Chief Financial Officer, PKF Littlejohn
The new system has also improved operational efficiency, reducing the financial close process from an average of five days to the same day.
Benefits
Real-time financial insight: Access to live data enables faster, more informed decision-making across the business.
Improved efficiency: Automated processes replace manual reporting and data consolidation, saving significant time.
Faster financial close: The closing process has been reduced from multiple days to same-day completion.
Single source of truth: All financial data is consolidated into one system, improving accuracy and consistency.
Scalable cloud platform: The solution supports future growth, with the flexibility to expand across additional entities and requirements.
