Microsoft SharePoint for Finance and Accounting

Automation in financial services

SharePoint for finance and accounting lets you gather information from members in different teams and departments and work together on the same spreadsheet at the same time to boost productivity and share insights within the organisation.

Budget planning

Use SharePoint to collaboratively plan and prepare quarterly and annual budgets for sales, purchase, manufacturing, HR and asset management teams. You can also assign tasks, track progress and create approval/review workflows via SharePoint.


Make accurate and intelligent forecasting decisions with SharePoint’s enterprise search engine. It generates a structured preview of necessary information such as:

  • historical documents,
  • keywords,
  • tags,
  • exchange folders, and
  • file shares.

Bring together all the accounting-related planning and control processes such as budgeting, forecasting, and reporting at a single entry point to easily understand individual responsibilities and work collaboratively.


SharePoint delivers a rich set of services for reporting. Build reports on Excel services with data located on the portal and extracted from multiple external sources. Generate comprehensive 3D graphs and power pivot visualisation reports on a real-time basis with SharePoint.

How we deliver

Empower IT Solutions are Microsoft partner and SharePoint specialists focused on assisting companies with migration, upgrades, support and implementation of Microsoft SharePoint.

We partner with your CFO and finance directors to understand your business functions, developing processes that help you gain control of accounting and finance activities and optimise your cash flow strategies. Our SharePoint team develop:

  • Student management solutions.
  • Employee management systems.
  • Case/Event management portals.
  • Donor management systems.
  • Client management solutions.
  • Staff portals.
  • Mobile assessment tools.

Discover our use cases for Microsoft SharePoint

Learn how you can take advantage of SharePoint’s versatility to supercharge your HR, sales and marketing, quality and compliance, operations, and finance and accounting teams.

If you are interested in developing a system that can help your business stay compliant with the regulatory standards fill out the form or call us on 1300 797 838 to speak to a certified SharePoint consultant.