Vertex Financials

Help your team do more in their day without getting bogged down by data overload

rehab agency erp Financial Custodian

Vertex Financials

Using Vertex Financials, your team can manage all your agency’s financial needs, like general ledgers, financial statements, accounts receivable, accounts payable, fixed assets, purchasing, invoicing, and budgeting. You can unleash rich features across products and modules as your IDD agency grows.

Vertex Financials is built on Microsoft Dynamics 365 Business Central’s framework but enhanced by Vertex to suit rehab agencies’ needs. Vertex Financials is the perfect solution for small agencies and particularly mid-range and large agencies that have outgrown basic financial software’s capabilities and need powerful accounting and financial modules.

A Day With Vertex Financials

Imagine dealing with a simple workshop-related job contract. Now imagine how easy it would be if you could quote for the job, complete the job after it is awarded, invoice, and finally handle all labor and financials in a single solution. This is exactly what Vertex offers. We eliminate the silo systems containing islands of information and make your process seamless. Our solution does not stop at this but rather goes further, helping you with all your analysis and reporting.

Vertex Financials can help you track and manage your operations, process payroll, and record financials while providing your agency convenience and satisfaction. Even better, Vertex Financials can be integrated with other Vertex solutions, creating a powerful cloud-hosted Vertex System.

Vertex Financials Starter Pack

The Starter Pack in Vertex Financials is built for small and midsize agencies that need core financials and trade functionality.

Your team can:

Gain control and insight over finances.
Purchase and sell items and materials.
Manage and track workshop-related assembly.
Pay and manage employees.
Manage the billables generated by consultants.
Use Customer Relationship Management (CRM) tool to manage customer and supplier relationships as well as offer the highest quality of service and support.

Package Features:

Basic Financials Management
Basic Supply Chain and Distribution Management
Basic Human Resource Management
Extension for Assembly Management
Extension for Payroll Management

Vertex Financials Extended Pack


The Extended Pack in Vertex Financials is designed for midsize and large agencies that require advanced manufacturing, warehousing, and professional services delivery. The Extended Pack requires the Starter Pack to work, building on it and offering advanced features.

Your team can:

Utilize manufacturing to support and control the manufacturing environment.
Introduce warehousing to manage the warehouse to support operations.

Package Features:

Advanced Financial Management
Advanced Supply Chain and Distribution Management
Extension for Manufacturing

Save as much as 70% in staff hours spent on billing tasks such as:

Designed to work within the powerful Vertex System:

Vocational Time Manager


Time Simplicity

Vertex Production

Vertex Payroll

Vertex Financials

Contact Us

Revolutionize and digitize your business today by speaking with one of our agency specialists.

Scroll to Top
Skip to content