AI Platforms or Agentic AI
with Business Central.
We integrate AI platforms - Microsoft Copilot, Anthropic Claude, or purpose-built AI agents - with Business Central to power business intelligence and accelerate the work behind quote-to-cash, procure-to-pay, document intake, and the month-end close.
Discuss an engagement- Why finance teams under-automate BC
Business Central was built for mid-market efficiency - most teams still run it like a manual ledger.
The same finance teams asking for headcount are processing invoices, coding journals, and chasing approvals by hand. The right combination of Copilot, Claude, and purpose-built AI agents - grounded in BC data - compresses cycle times significantly, often 50% or more on document-heavy work.
Copilot is usually the right call for everyday finance productivity across the Microsoft estate. Claude is stronger on complex document reasoning and analysis. Custom agents fit the high-volume, repeatable AP/AR motion where consistent execution matters.
BC's open APIs and Dataverse virtual tables let any AI platform ground in the same finance data - so business intelligence and automation share one backbone.
Cycle compression in quote-to-cash, procure-to-pay, or the close translates into recurring margin - regardless of which AI platform delivers it.
- What we build
Where AI lifts finance & ops - integrated with Business Central.
Invoice and document AI
Vendor invoices, receipts, and statements ingested, classified, and coded into BC with exception routing - drafted by AI Builder, Claude, or custom document agents and approved by your AP team.
Procure-to-pay support
Requisition assistance, PO drafting, three-way matching with AI-flagged exceptions, and approval routing across BC, M365, and Teams. Rule-based where it should be, AI-driven where judgment is required.
Quote-to-cash workflows
Quote drafting, order confirmation assistance, customer communication drafts, and revenue recognition workpaper support - delivered through Copilot or custom agents across BC and Outlook. Finance approves the postings.
Month-end close acceleration
Recurring journals, intercompany reconciliations, accruals, and variance commentary - drafted by Claude or AI agents, reviewed and approved by your controllers.
Business intelligence layer
Claude-powered analytical chat and Copilot dashboards grounded in your BC company data - the CFO asks questions in plain English and gets answers with the underlying records cited.
Operational reporting drafts
Daily flash, weekly cash, and management commentary generated from BC data - executive-ready narrative drafts by AI, finalized by finance before they go out.
- How we deliver
Four moves we make to ship AI with Business Central.
Map the close and the cycles
Quote-to-cash, procure-to-pay, and month-end mapped end-to-end. Identify the touches that are pure data movement versus genuine judgment.
Pick the right AI per workflow
Copilot for everyday finance productivity, Claude for document and analytical reasoning, custom agents for high-volume AP/AR motion - chosen per workflow against BC data through Dataverse and APIs.
Ship BI and automation together
Analytical chat, dashboards, and management reporting built on the same BC data backbone as the agents and flows that execute the work - so insight and action stay in sync.
Measure cycle compression
Days payable, days receivable, close days, and exception rate tied to the workflow KPIs - reported back to the CFO monthly.
- What you get
A finance and ops function that scales without headcount.
- A platform-agnostic AI layer integrated with BC - Copilot, Claude, and custom agents working against the same finance data backbone.
- Business intelligence the CFO actually uses - plain-English questions grounded in BC records, with source citations.
- Quote-to-cash, procure-to-pay, and document workflows materially compressed - AI handles the heavy lifting, your team approves and posts.
- Measurable reduction in close cycle, DSO, and AP exception rate - with the CFO's KPIs as the scorecard.
- A repeatable pattern for the next BC tenant or company - decoupled from any single AI vendor.
- Accounting workflows in depth
Where AI changes the finance calendar - from daily posting to year-end close.
We build agents and Power Automate flows directly against BC's posting engine, dimensions, and sub-ledgers. The result is a finance function that closes faster, audits cleaner, and runs the year-end without a project.
The transactional work, automated end-to-end.
AP, AR, banking, and journal posting handled by agents and Power Automate flows - with humans approving exceptions, not typing data.
- Automations we ship
Vendor invoice intake & coding
PDFs, emails, and EDI feeds parsed by AI Builder, coded to GL and dimensions, matched against POs and receipts, and created as BC purchase invoices with exception routing - posted after AP approval.
Three-way matching
PO, receipt, and invoice reconciled automatically. Variances inside tolerance auto-approve; out-of-tolerance items routed to the right buyer with full context in Teams.
AR and collections
Customer statements, dunning communications, payment matching against bank feeds, and dispute triage drafted by AI - posted in BC after AR approval.
Bank reconciliation
Daily bank feeds matched to BC ledger entries with AI suggestions for un-matched lines, FX adjustments, and bank fees - so AR/AP and cash stay reconciled day-to-day, not in an end-of-month catch-up.
Expense and T&E posting
Receipt OCR, policy checks, and GL coding for employee expenses - approvals routed in Teams, postings into BC purchase invoices or G/L journals.
Recurring journals
Allocations, prepaid amortization, deferred revenue, and intercompany entries scheduled and posted from approved templates - no manual re-keying every month.
Close days, compressed by half.
A structured close orchestrated by agents - checklists, reconciliations, accruals, intercompany, and management commentary all running in parallel against BC data.
- Automations we ship
Close checklist orchestration
A dynamic close calendar in Teams that tracks ownership, dependencies, and status across BC postings, sub-ledger close, and reporting - with AI flagging slipping items.
Sub-ledger to GL reconciliation
AP, AR, inventory, fixed-asset, and bank sub-ledgers reconciled to GL automatically each night during the close window. Variances surfaced with drill-down to the offending transactions.
Accruals and provisions
Goods-received-not-invoiced (GRNI), unbilled revenue, payroll accruals, and standard provisions drafted from BC and source-system data - reviewed and posted by the controller.
Intercompany reconciliation
Cross-company AR and AP balances matched across BC tenants and entities, eliminations drafted, and out-of-balance items routed to the responsible controller with full lineage.
Fixed asset & depreciation
Acquisitions, disposals, and depreciation runs validated against the BC FA module - with reconciliation back to GL and exception reporting on missing capitalizations.
Flux and variance commentary
P&L and balance sheet variances drafted by AI using BC dimensions and analysis views - executive narrative grounded in your operating data, not boilerplate.
Management reporting pack
Board-ready financials, KPI scorecard, and commentary generated against BC and Dataverse - delivered to the CFO within hours of post-close, not days.
Year-end, run as an event - not a quarter of overtime.
A repeatable year-end playbook that consolidates the year, prepares audit deliverables, and rolls forward into the new fiscal year - with most of the work executed by agents.
- Automations we ship
Year-end accruals & cut-off
Revenue cut-off, AP cut-off, inventory cut-off, and accrual sweeps run against BC postings with exception routing - so cut-off issues are caught before audit fieldwork begins.
Inventory and cost-of-sales close
Adjust cost runs, inventory valuation reconciliations, and standard-cost variance analysis automated against BC inventory and manufacturing modules.
Intercompany eliminations & consolidation
Cross-entity eliminations across BC companies, currency translation, and consolidated financial statements drafted from a unified Dataverse view of the BC tenants.
Tax provisioning support
Permanent and temporary differences, deferred tax, and supporting workpapers drafted from BC ledger entries - delivered to your tax provider in a format they can sign off on.
Audit-ready evidence packs
Lead schedules, reconciliations, journal-entry samples, and walk-through documentation generated directly from BC - so auditor PBC lists are answered in days, not weeks.
Statutory reporting drafts
Statutory financial statements, footnotes, and disclosures drafted by AI from BC data and last year's filed accounts - reviewed and finalized by the controller.
Year-end roll-forward
G/L roll-forward, opening balance validation, retained-earnings posting, dimension reset, and new-year budget load - executed against BC and reconciled to the closed prior year.
- Begin
Think of the value
we can add in 90 days.
Schedule a 60-minute briefing with our leadership team. We’ll map the highest-ROI AI plays for your specific business - no slides required.
Let's TalkCalibrate on your business priorities, current operating data, and budget cycle.
A short, board-ready brief identifying the top three AI initiatives - with quantified ROI ranges.
For executive introductions and partnership inquiries - replies within 24 hours.