Waterfall cash flow methodology

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Posted on by NR-13011338-0

Hello Expert,

I’m currently working on a project based in the USA that operates in the Green Energy EPC (Engineering, Procurement & Construction) sector. The client is exploring options to implement a waterfall cash flow model within Dynamics 365 Finance & Operations and is considering ISV solutions to support this requirement.

Could you please suggest which ISV solutions are best suited for the Green Energy EPC industry, particularly those that can handle waterfall cash flow structures effectively? Any insights or recommendations based on your experience with similar projects would be greatly appreciated.

Thank you in advance for your guidance

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Dynamics 365 Finance

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Abhilash Warrier 6,232 Super User 2025 Season 2 on at

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There is no single ISV that provides a fully out-of-the-box waterfall cash flow engine for D365 Finance. Most EPC clients achieve this through:

Native Cash Flow Forecasting + Project Management & Accounting

ISV extensions for project finance ( Microsoft Partners can provide guidance on this)

Customizations for tiered allocation logic

Regards,

Abhilash

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