Opal Business Solutions

Opal Business Solutions migrated WeCare tlc, a healthcare provider operating 9 onsite and near-site primary care clinics, from QuickBooks Desktop to Microsoft Dynamics 365 Business Central, automating the processing of approximately 1,000 invoices per month that had previously been handled manually. The implementation included financial data migration and user training, and Opal continues to support the accounting team with system updates, year-end closeouts, and budget preparation. Opal is now extending the investment with Jet Reports to streamline reporting and further optimize the Business Central deployment.

Opal Business Solutions slashed month-end expense processing to a 10-minute export-and-import cycle by integrating Expensify with Microsoft Dynamics GP, eliminating manual coding of hundreds of entries monthly and removing balancing errors. CEO Scott Davidson's approach auto-matches every transaction to the correct department expense account, delivering flawless distribution accuracy without manual intervention. The result is a streamlined, error-free finance workflow that frees the accounting team from routine data entry and demonstrates measurable ROI from an SMB expense automation project.

Opal Business Solutions delivered urgent Dynamics 365 Business Central support to Buckeye Relief, an Ohio-based cannabis cultivator that had to migrate from SAP under a strict deadline. Opal formatted and updated the company's financial report layouts — essential for compliance, consistency, and audit trail — and dedicated a full day of on-site training that brought Buckeye Relief's CFO up to speed on core financial modules. The CFO captured all essential notes and had all questions addressed in just one day, leaving the company fully equipped to use Business Central confidently.