Welcome to the future of financial management. Introducing the AI Financial Intelligence App for Microsoft Dynamics 365 Business Central—your gateway to streamlined, accurate, and intelligent financial management.

Overcome common financial challenges:

Reduce manual errors: automation minimizes the risk of human mistakes, enhancing the accuracy of your financial data.
Access real-time insights: gain immediate visibility into your financial status, empowering informed decision-making.
Simplify complex tasks: AI-driven mapping and report generation streamline intricate financial processes, saving you valuable time.

Experience effortless financial reporting:

Automated profit & loss statements and balance sheets: leverage AI to swiftly create P&L statements based on your Chart of Accounts, providing immediate insights without manual effort.
Interactive AI Chat: engage with your financial data through natural language queries in any language, receiving instant answers and recommendations directly within Business Central.
Customizable Financial Templates: easily tailor P&L and Balance Sheet reports to align with your specific business requirements, ensuring clarity and relevance in your financial reporting.

By automating complex financial processes and providing actionable intelligence, our app enables you to make informed decisions swiftly, reduce manual errors, and allocate resources more efficiently, driving your business toward unparalleled financial clarity and success.

Important: A Business Central user with the 'EXTEN. MGT. - ADMIN' permission set is required to deploy the extension. To grant a Business Central user this permission please follow the steps defined below from a user account with the 'SECURITY' permission set:

1. Click the Search Icon on the top right of Business Central and search for Users.

2. Select the user to grant permission to from the list of users.

3. Under 'User Permission Sets' add a new row and select the 'EXTEN. MGT. - ADMIN' permission from the list of permission sets that opens up.

4. Ensure that a specific company is not selected for this permission set.

Follow these steps with an installation and check the tutorial for usage instructions.

AI Financial Intelligence

Видавець: Data Courage