Equipped to Manage Your Agency’s Complete Financial Needs

Vertex’s Financials solution is built on Microsoft Dynamics 365 Business Central, a longstanding, proven Enterprise Resource Planning (ERP) solution. The feature-enriched cloud-hosted financial management system is loaded with hundreds of augmentations to benefit agencies such as yours. It is equipped to manage your agency’s complete financial needs.

Financial Facilitator

Software Module Highlights

Our Financial Facilitator software module is cloud-based and accessible from tablets and desktops and is scalable based on your agency’s needs. It’s ideal for medium to large agencies and provides a full suite of financial capabilities: general ledgers, financial statements, fixed assets, purchasing and inventory, costing and much more.

Throughout the span of Vertex’s 30-plus years working with rehabilitation agencies, we have listened closely to what they have had to say. We’ve assessed agency-specific needs and translated them into software augmentations, enabling efficient operational processes that deliver robust reporting and analytics while ensuring regulatory compliance.

Vertex Financials presents:


Cloud-hosted and accessible from tablets and desktops.


Scalable based on your agency’s needs. It’s ideal for midsize to large agencies. You can start small and expand as you grow.


Provides the full suite of financial capabilities: general ledgers; financial statements; fixed assets; sales, purchasing and inventory; costing; and much more.


Requires minimum training as it follows the look and feel of other Microsoft products.

Vertex’s Financials Software Works as Part of Our Integrated ERP System

Vertex’s Financials software is designed to work within the powerful Vertex Enterprise Resource Planning (ERP) system. This integrated system features a rich suite of robust end-to-end cloud-based software modules for rehabilitation agencies. Our intention is for your agency to run your entire business within a single solution.

Whether your rehab agency is growing or a full-scale operation, you can trust that Vertex’s Case Manager and Billing, Time and Attendance, Financials, Payroll and Production Manager software modules can meet your needs by unlocking efficiencies that make your team more productive and efficient to accommodate tight budgets.

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