Account Reconciliation Agent
Matches bank and ledger transactions for you and highlights only the exceptions, so reconciliations are ready for review sooner and your team checks what matters.
Dynamics 365 Finance brings planning, accounting, tax, billing and cash management into one connected system. We license it, set it up around how your finance team works, and stay on to support it.
What finance teams notice first after go-live: shorter closes, earlier warnings and fewer spreadsheets.
Automated reconciliations, intercompany postings and consolidation shorten every month-end, with a full audit trail behind each number.
Copilot and finance agents spot unusual transactions, draft variance commentary and take routine reconciliation work off your team.
Budget, forecast and model scenarios on live data from across the business, and know your cash position across every bank and entity.
Billing, subscriptions, receivables and collections run in one flow, while a single tax model handles rates and rules for each jurisdiction.
Here is what each part of Dynamics 365 Finance handles. We configure the modules your finance team needs and switch on others when you're ready.
Chart of accounts, financial dimensions and fiscal calendars for every legal entity. Allocations, accruals and periodic journals run on schedule, and financial reports read straight from the ledger.
Vendor invoices captured, matched to purchase orders and receipts, and routed for approval. Payment proposals pay the right vendors on time, with the history behind every payment.
Customer invoicing, credit limits and holds, and a collections workspace that shows aging, activity history and follow-ups for each customer in one place.
Bank accounts, statement import and reconciliation, and cash flow forecasts built from open payables, receivables, orders and budgets.
Build budgets by department, project or any dimension, then let budget control check spending against budget before purchases and journals are posted.
Acquire, depreciate, revalue and dispose of assets under each book's rules. Asset leasing calculates lease schedules and postings under IFRS 16 and ASC 842.
Consolidate any number of legal entities and currencies, eliminate intercompany balances, and post intercompany transactions on both sides automatically.
Sales tax calculated by jurisdiction, including Canadian GST/HST and PST, with regulatory reporting and electronic invoicing for the countries you operate in.
Recurring and milestone billing schedules, revenue and expense deferrals, and revenue allocation across bundled items, included with Dynamics 365 Finance.
Expense management, cost accounting and public sector features are also part of Dynamics 365 Finance. Purchasing, inventory and manufacturing sit in Dynamics 365 Supply Chain Management. Together, the two are what most people call Dynamics 365 Finance and Operations (F&O).
Dynamics 365 Finance now includes AI agents that handle repetitive steps and bring answers into the tools your team already uses.
Matches bank and ledger transactions for you and highlights only the exceptions, so reconciliations are ready for review sooner and your team checks what matters.
Brings Dynamics 365 Finance data into Outlook and Excel, so your team can answer variance questions, prepare follow-ups and update figures without switching systems.
Automate your own finance processes, such as invoice matching or approval follow-ups, with agents built in Copilot Studio. We help you choose, design and govern them.
Agent and Copilot availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's included for you.
As a Microsoft Partner and Indirect Reseller (CSP), we can supply your Dynamics 365 Finance licences and look after everything that follows.
The right licences for each type of user, supplied through our CSP agreement, with renewals and changes handled for you.
Configured around how your team works, with your data migrated and your people trained. How we implement
Fixes, enhancements and guidance on each new release from a team that already knows your setup. Our support
Finance is usually rolled out as part of a wider Finance & Operations project, often alongside Supply Chain Management or Project Operations.
New F&O implementationUpgrade from AXF&O support & developmentFinance suits larger or multi-entity organizations with complex accounting, tax or global requirements. Growing businesses that want financials, sales and inventory in one simpler system are often better served by Business Central. We'll help you compare honestly in a short call.
Yes. As a Microsoft Indirect Reseller (CSP) we supply the licences, help you choose the right ones for each type of user, and manage renewals. For list prices, see Microsoft's Dynamics 365 Finance pricing page.
Agent availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's available to you and help you switch on the ones that make sense.
Most single-entity Finance & Operations implementations take 13–17 weeks from kickoff to go-live. See our implementation method for how we run each phase.
Finance and Operations (F&O) is the common name for Microsoft's finance and operations apps, the successor to Dynamics AX. The two main apps are Dynamics 365 Finance, for financial management, and Dynamics 365 Supply Chain Management, for purchasing, inventory, manufacturing and warehousing. They are licensed separately and share one database, so many organizations run both. See our Finance & Operations services.
Yes. We assess your AX customizations and data, rebuild what you still need as extensions, migrate your data and retire the old servers. Upgrade from AX explains how we run the move.
A short call gets you licensing advice and a realistic plan for getting started.