AI agents that work inside your D365 Finance & Operations system — not beside it

The problems AI agents actually solve

Your team went back to Excel

Three months after go-live, your finance team is running month-end reconciliations in spreadsheets again. The D365 reports are stale. The Power BI dashboard hasn’t been refreshed since someone broke the data connection. This is not a user problem. This is a system-trust problem.

Manual matching, reconciliation, approvals

Vendor invoice matching against purchase orders. Bank reconciliation against GL entries. Approval workflows that route to the wrong person or sit in a queue for days. These tasks consume hours of skilled finance time every week. They are exactly what AI agents are built for.

Reporting gaps filled with workarounds

The CFO was told Power BI would replace their reporting pack. It didn’t. Embedded reports have stale caches. Synapse Link was promised but never configured. BYOD exports break when schemas change. So finance teams build their own reports outside D365, and the single-source-of-truth promise dies quietly.

AI agents close these gaps by pulling real-time data, surfacing anomalies, and generating the reports finance actually needs. Not the ones the partner demo’d during the sales pitch.

What our AI agents do inside D365 Finance

Each agent is configured to handle a specific finance workload autonomously.

• Autonomous invoice processing. From PO matching and three-way validation to coding, approval, and posting. The agent handles the full cycle, flags exceptions, and only escalates what falls outside policy.
• Exception-based period close. The agent runs pre-close checklists, triggers accruals and deferrals, and surfaces only the items that need human judgement. Close cycles shrink from days to hours.
• Intelligent reconciliations. Bank statements, intercompany balances, subledger-to-GL. The agent matches automatically, learns from corrections, and highlights what doesn’t tie out.

Microsoft built the agents. You still need someone to wire them in.

The Dynamics 365 2025 Wave 1 release includes autonomous agents for finance. The technology is real, but it doesn’t configure itself.

Every D365 Finance environment is different. Custom dimensions, posting profiles, approval hierarchies, integrations with banks, tax engines, and consolidation tools all mean that out-of-the-box agents need careful configuration before they can run autonomously.

We bridge the gap between what Microsoft ships and what your finance team actually needs.

Independent. Finance-first. No SI ties.

We are a specialist D365 Finance consultancy. We don’t sell licences, run outsourced SOCs, or mark up contractor rates. Our only focus is making Dynamics 365 Finance work harder for your organisation, with AI agents configured to your exact chart of accounts, approval chains, and reporting requirements.

Every recommendation we make is grounded in hands-on D365 Finance implementation experience. No generic AI strategy decks. No recycled Big Four methodology. Just practical configuration work that delivers measurable results.

From assessment to autonomous: how the engagement works

A structured four-step process that takes you from current state to AI-augmented finance operations.

1. Discovery & process audit. We map your current finance processes, identify automation candidates, and score each by effort and impact.
2. Agent configuration & testing. Configure each agent to your environment: dimensions, posting profiles, approval chains, tax rules.
3. Controlled rollout. Deploy agents in shadow mode, validate outputs against manual processes, and go live with confidence.
4. Optimisation & support. Monitor agent performance, tune thresholds, and expand coverage as Microsoft releases new capabilities.