Introducing Rockton Connect Accounting inside Microsoft Dynamics CRM The powerful, flexible, easy-to-use, secure, customizable, affordable, and already integrated accounting software for Microsoft Dynamics CRM AGENDA ~40 minute overview ~20 minute Q&A Work Simpler & Easier ®

Why Rockton Connect? No integration between CRM and ERP Visibility to Customers and Vendors and the heart of your business Centralized General Ledger, no sub-ledgers Budgeting without limits Constant access to financial information Extensible – create any integrating financial document quickly Microsoft Dynamics CRM platform – workflows, extensibility, multiple devices, customizability, scalability, vertical solutions Work Simpler & Easier ®

Target Market Small- to medium-sized companies, $2m to $100m Must be using Microsoft Dynamics CRM 2013 – in any deployment model (online, partner hosted, on premise) Expect either partner or customer has Microsoft Dynamics CRM expertise Only limited by Microsoft Dynamics CRM processing power – which is scalable Goal is tier 1.5: More than QuickBooks, less than GP/NAV/SL Work Simpler & Easier ®

Chart of Accounts Effectively unlimited naming and sizing Up to 9 segments Changeable choice of functional name: Segmented Name: “ ” Working Name: “Cash in Bank – UK” Derived Name: “General Cash UK” Easy to modify Unit accounts Work Simpler & Easier ®

General Ledger Journal Entries Standard Reversing Correcting Voiding Void & Correct Dimensions Budgets Work Simpler & Easier ®

Accounts Receivable Sales Documents Flexibility to create Quotes, Orders, Invoices, Returns, etc. Sales line details Tax engines 10 optional full-function amount fields Quick Sales Documents Simple: Amount, Customer, and Reason Most information will default Work Simpler & Easier ®

Accounts Payable Purchasing Documents Flexibility to create Requisitions, Purchase Orders, etc. Purchasing line details Tax engines 10 optional full-function amount fields Quick Purchasing Documents Simple: Amount, Vendor, and Reason Most information will default Work Simpler & Easier ®

Treasury Management Track Banks and Bank Accounts Integrated credit card processing for sales Automated bank transaction downloads Universal Money Transactions – money in or out Universal Money Applies – in same module Transaction matching and balancing Supporting receipts Work Simpler & Easier ®

Vertical – Software Distribution Track licenses of software products (could be used for memberships) Automated credit card processing and recurring billing Automated reminder systems Registration Keys Renewal processing Penalty calculations Work Simpler & Easier ®

Financial Reporting Uses SQL Integration Services and Analysis Services User interface uses Excel and Power Pivot Rich dimensional reporting – ask tough questions and get rich answers Varied Posting Statuses: Incomplete, Requisitioned, Committed, Pending, Posted, Canceled Work Simpler & Easier ®

More System Features Create your own Document Types Incredibly flexible Fiscal Years and Fiscal Periods Dimensions and Dimension Sets Defaulting distributions and dimensions – stacking schedules Harnesses the power of workflows Built-in approval and posting security and processes Multi-Entity Multi-Currency Multi-Lingual (Spanish, French, others on demand) Work Simpler & Easier ®

Coming Functionality Professional Services - Time & Billing Inventory – currently we use Microsoft Dynamics CRM built-in Products, will be able to use either Microsoft Dynamics CRM Products or Rockton Connect Items U.S. Payroll, other countries on demand Work Simpler & Easier ®

CDH (Common Document Header) Dimensions Distributions Financial Reporting Sales Doc Purch Doc Payment Voucher Refund Custom Entity Extensibility FIDs (Financially Integrated Documents)

Microsoft Dynamics CRM Rockton Connect Rockton Vertical Your Vertical Other Vertical Office 365 Work Simpler & Easier ®

Availability & Pricing $99/month per full Rockton Connect user (interacts with CDH) $5/month per limited Rockton Connect user (interacts with any other Rockton Connect entities) Vertical applications additional (Software Distribution additional $20/user) Available direct-to-customer Work Simpler & Easier ®

Q&A For more information visit or Work Simpler & Easier ®