What we can build with Microsoft Dynamics
ShooflyAI builds agents that run inside Dynamics 365 and connect cleanly to the rest of your Microsoft stack, taking on the reconciliation and data-entry work across finance and operations. Every action is reviewable, logged, and gated by a human for anything requiring judgment.
These are example builds, not client case studies. We scope the real build to your stack and put an ROI estimate on it in an Operating Assessment first.
With Microsoft Dynamics and AI agents you can automate account reconciliation, three-way match, AP coding, order-to-cash monitoring, and month-end close prep inside Dynamics 365, with a human reviewing before posting and every action logged. Dynamics has strong native AI, including Copilot and prebuilt finance agents like Payflow for in-policy payments, but those follow Microsoft's fixed templates, stay inside the Microsoft stack, and carry per-Copilot licensing. ShooflyAI builds a custom agent tailored to your tables, dimensions, and workflows, fits your existing security model, and reaches into the connected systems your finance and operations teams rely on. Your team owns the code, data, models, and IP, with no per-seat licensing for the agent's logic and no vendor lock-in.
10 ways to use Microsoft Dynamics with AI agents
- Account reconciliation prepReconcile Dynamics ledger accounts against statements and surface only unmatched items for review.
- Three-way match handlingMatch Dynamics purchase orders, receipts, and vendor invoices, clearing clean items and flagging gaps.
- Month-end close orchestrationRun the Dynamics close checklist, prepare recurring entries, and report blocked or pending tasks.
- AP coding suggestionsPropose accounts and dimensions for incoming Dynamics vendor invoices for an approver to confirm.
- AR collections draftingPrioritize overdue Dynamics customer invoices and draft reminder messages for a human to send.
- Dimension validationCheck that Dynamics transactions carry correct financial dimensions and flag the exceptions.
- Duplicate invoice detectionCatch potential duplicate vendor invoices in Dynamics before they enter the payment cycle.
- Budget variance alertsCompare Dynamics actuals to budget and surface line items that exceed your thresholds.
- Audit trail assemblyGather Dynamics transaction support and a change log into review-ready evidence packs.
- Cross-system data syncKeep Dynamics aligned with connected systems and log every synced field for a reviewable trail.
Using Microsoft Dynamics on its own vs. a custom ShooflyAI agent
| Dimension | Dynamics 365 Copilot and finance agents | Custom ShooflyAI agent |
|---|---|---|
| Setup | Licensed Copilot, enabled per module | Built to your tables, dimensions, and workflows |
| Handles your multi-step workflows | Prebuilt agents on Microsoft's templates | Built around your exact finance processes |
| Works across your other systems | Strong inside the Microsoft stack | Connects to your non-Microsoft systems too |
| Who owns and maintains it | Microsoft owns it, you follow the roadmap | You own the code, data, and IP |
| Cost model | Per-Copilot and consumption licensing | Build it once, then own and run it |
Frequently asked questions
What can an AI agent do inside Microsoft Dynamics?
It can reconcile accounts, run three-way matches, suggest invoice coding, track close tasks, and flag variances. The agent prepares the work and routes exceptions to your team, keeping a logged trail of everything it touches.
Does it work with Business Central and Finance & Operations?
We build to your specific Dynamics deployment and connect through approved interfaces. The agent is tailored to your tables, dimensions, and workflows rather than a generic template.
Will it post entries without oversight?
By default, no. The agent proposes and a human approves before anything posts. You can enable automation for low-risk steps, and every action stays in an audit log.
How does it fit our Microsoft security model?
It connects with scoped credentials and respects your existing roles and controls. Sensitive actions go through review, and you keep full traceability of changes.
Do we own the agent?
Yes. ShooflyAI builds the custom agent and transfers the code, models, data, and IP to you, so there is no per-seat licensing for the logic and no vendor lock-in.
Want to see what we would build for you?
We start with an Operating Assessment that maps your highest-value workflows and puts a hard ROI estimate on them before any build. You own the code, the data, and the IP.
Get your Operating Assessment →