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Run Finance Workflows with AI,
Without Replacing Dynamics 365
Enterprise AI agents built specifically for D365 Finance & Operations and Business Central. Execute AP, reconciliations, journal entries, accruals, and month-end close directly inside your ERP via native OData and Dataverse.
The ERP works. Connecting AI to it is what breaks.
Generic AI hits Dynamics 365's real constraints: OData throttling, Entra token expiry, approval routing. It falls over. Here's what that looks like in production.
Finance & Operations or Business Central: native integration for both
Your deployment choice doesn't limit what AI can do. ChatFin connects to whichever D365 product your organization runs.
Finance & Operations
Business Central
ChatFin works across your entire Microsoft environment
Because your finance team already lives in Microsoft 365, ChatFin integrates with the tools they use every day, not just the ERP.
Full OData access to GL, AP, AR, budgets, and financial periods. Journal entries, reconciliations, and accruals executed with native D365 validation.
Client credentials flow with token auto-refresh. ChatFin inherits your existing Entra ID security groups and D365 RBAC roles. Zero shadow IT.
Unified entity resolution across D365 Finance, Sales, and Supply Chain, enabling cross-functional finance workflows without data silos.
Approval notifications and exception alerts delivered where your team already works. Controllers and CFOs act without leaving Teams.
Invoices, receipts, and contracts read directly from SharePoint. Agents extract, validate, and post without manual file uploads.
Trigger ChatFin agents from existing Power Automate flows or use ChatFin as a step inside them. Fits your current Microsoft process architecture.
Six workflows your D365 team runs every month, fully automated
Pre-built agents for the operations your finance team runs on repeat. Deploy in days.
Journal Entry Automation
Prepare, validate, and submit journal entries with AI-assisted workflows connected directly to your D365 general ledger and financial periods.
Accrual Automation
Automatically identify missing invoices, prepare accrual recommendations, and streamline month-end close against your D365 financial calendar.
Accounts Payable
Extract invoice data, validate against D365 vendor records, detect exceptions, and automate approval routing. Full AP lifecycle, end-to-end.
Financial Reconciliations
Compare subledger to GL, identify mismatches, and streamline reconciliation workflows across legal entities in Dynamics 365.
Expense & Policy Validation
Review receipts from SharePoint, validate against D365 expense policies, and flag anomalies before approval routing begins.
Reporting & Variance Analysis
Continuously monitor D365 financial data and generate AI-driven variance explanations, budget-vs-actual narratives, and operational summaries.
Built for Dynamics 365 realities. Not retrofitted from generic AI.
Your D365 environment holds years of operational knowledge, custom workflows, and financial controls. ChatFin adds an AI execution layer on top. No rip-and-replace, no Copilot Studio subscription required to get started.
Our OData integration layer handles D365-specific constraints: rate limiting, token expiry, entity versioning, multi-company isolation. Designed for Dynamics 365 from the start, not adapted from another stack.
Not generic AI chat. ChatFin is designed for accounting operations: finance controls, approvals, reconciliations, and month-end close. The work your D365 team actually runs, every month, under audit.
Whether your organization runs D365 Finance & Operations for enterprise scale or Business Central for mid-market, ChatFin integrates into your existing deployment without infrastructure changes or new middleware.
Cloud SaaS on Azure or on-premise, your choice. ChatFin inherits your existing Entra ID security groups, D365 RBAC roles, and data governance policies. No shadow IT, no new identity system to manage.
What finance teams achieve with ChatFin on D365
Accruals, reconciliations, and journal entries completed in days instead of weeks
Invoice extraction, GL coding, and 3-way match handled end-to-end by agents
AI monitors every D365 transaction. Teams focus only on real exceptions
Every agent action logged with D365 user IDs, timestamps, and before/after states
Five independent security layers protecting every D365 interaction
Azure Entra ID Authentication
OAuth 2.0 client credentials flow, AES-256 at rest, TLS 1.3 in transit. D365 credentials and client secrets stored in Azure Key Vault. Never in application code or environment variables.
Role-Based Access Control
ChatFin inherits your existing D365 security roles and Entra ID groups. Finance-specific RBAC with granular permission levels. Separation of duties enforced at the platform level.
Workflow-Level Permissions
Each agent action requires explicit authorization. No D365 transaction executes without a defined approval gate. Controller, CFO, or role-based approval chain respected at every step.
Complete Audit Logging
Every ERP interaction, approval, and access event logged with D365 user IDs, timestamps, and before/after states. Export-ready for auditors and compliance reviews.
Compliance & Governance
SOC 2 Type II certified. Azure-native data governance, retention policies, and regulatory-ready controls for financial data handling, built in from day one.
Industries running Dynamics 365 + ChatFin
ChatFin adapts to your industry workflows, terminology, and approval structures, wherever D365 is deployed.
See ChatFin on Your Dynamics 365
Book a demo and we'll show AI agents running on your actual D365 Finance or Business Central environment, not a scripted slide deck.
Live agents running on D365 F&O or Business Central
See your specific finance workflows automated in real time
Custom deployment roadmap for your D365 environment