AI Chief Accountant Assistant
by Data Courage
AI Chief Accountant Assistant automates period‑close and audit checklist validations
AI Chief Accountant Assistant is an AI‑powered extension for Microsoft Dynamics 365 Business Central that helps chief accountants and finance managers verify period‑close tasks, audit requirements and day‑to‑day GL integrity - without spreadsheets or SQL queries.
Users build reusable Task Lists that express control rules in natural language (e.g., “Total VAT posted to account 2220 this month is within ±5 % of last month”).
The assistant evaluates each rule against G/L Entries, shows a clear Yes/No result, and - thanks to AI - explains the reasoning and points to the source entries.
Evaluate a single rule, a selection, or an entire scenario with one click, export results to Excel, and archive justifications for auditors.
Import/export Task Lists between companies to standardise controls across the group.
Who benefits?
- Chief accountants & finance controllers who sign off on month‑end and year‑end closes.
- Accounting managers & team leads monitoring daily posting quality and regulatory compliance.
- Audit & compliance officers needing evidence of systematic, documented controls.
- BC partners & admins looking to automate bespoke close checklists without custom code.
Pains addressed?
Financial close checklists and GL data validations are often maintained in Excel or on paper, leading to manual work, missed steps, and weak audit trails. Custom reports are costly to maintain and lack flexibility. AI Chief Accountant Assistant centralises the checklist inside Business Central, lets finance pros describe rules in their own words, automates evaluation, documents justification, and dramatically reduces the time and risk involved in closing periods and passing audits.
At a glance
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