Microsoft Dynamics 365 Finance & Accounting

Gathers, analyzes, and shares financial data for business intelligence, spanning Power BI finance apps, configurable financial reporting, and a large library of built-in finance and analysis reports.

Analyzes fixed asset data through standard reports, Excel exports, and ad-hoc analysis covering book values, maintenance, insurance, and disposals.

Guides year-end and period-end closing, from posting any outstanding documents and journals to confirming bank balances are accurate.

Covers recording expenses, attaching receipts, submitting and approving reports, and reimbursing employees.

Covers Copilot's autofill capability, which proposes values for empty fields while a user is completing a card or document.

Covers setting up and using the general ledger and chart of accounts, including budgets, revaluation, and audit-ready exports.

An AI agent that captures receipts, pulls out the data, sorts and itemizes it, then bundles the results into reports awaiting review.

Covers using Copilot to help match and reconcile bank account transactions.

Covers a conversational Copilot interface for finding data and getting in-product help.

Sets up the local currency and any foreign currencies the business transacts in, along with exchange rate updates.

Covers Copilot's ability to match incoming electronic documents against the correct lines on a purchase order.

Covers managing receivables end to end, applying incoming payments to customer ledger entries, reconciling bank accounts, and following up on overdue balances.

Covers accounts payable management end to end: paying vendors and employees, exporting payment files for the bank, and issuing check or electronic payments.

Invoices and collects deposits from customers, or remits deposits to vendors, either as a lump sum or spread across order lines.

Matches bank ledger entries against statement transactions on a regular cadence to surface missing payments or bookkeeping mistakes.

Covers an AI agent that automates vendor invoice processing end to end, cutting the manual accounting effort typically needed to register purchase invoices correctly.

Provides cost accounting tools to understand and analyze the costs of running the business, from terminology through budgets and reports.

Records and reports the cost of inventory and manufacturing, covering standard costing, revaluation, cost adjustment, and reconciliation with the general ledger.

Covers Copilot's ability to suggest number series setup for new record types.

Covers Copilot's Summarize feature, which condenses a record's data into a quick overview and flags what needs attention.

Covers an AI agent that handles expense processing end to end, capturing receipts, extracting and categorizing data, itemizing charges, and grouping everything into expense reports for approval.

Manages VAT compliance across the supply chain, including setup, reporting, validation, and rate changes for country-specific regulations.

Supports hub-and-spoke organizations where a headquarters manages overall operations while geographically distributed sites run as standalone entities, including consolidation and intercompany processing.

Captures incoming business documents like scanned receipts, PDFs, and emailed attachments, then converts them into electronic records using OCR and links them to purchases and expenses.

Bills recurring services under contract, with flexible pricing, renewal, deferral, and usage-based billing models plus centralized contract management. Automates recurring invoicing to cut manual effort and errors across the quote-to-invoice cycle.