Agent
Account Reconciliation Agent
Matches bank and ledger transactions for you and highlights only the exceptions, so reconciliations are ready for review sooner and your team checks what matters.
Microsoft Dynamics 365 FinanceKnow where you stand financially, without waiting for month-end
Dynamics 365 Finance brings planning, accounting, tax, billing and cash management into one connected system. We license it, set it up around how your finance team works, and stay on to support it.
- Faster financial close
- Cash flow forecasting
- Global tax & compliance
Why teams love it
Built to close faster and see further
What finance teams notice first after go-live: shorter closes, earlier warnings and fewer spreadsheets.
Financial close
Close the books in days, not weeks
Automated reconciliations, intercompany postings and consolidation shorten every month-end, with a full audit trail behind each number.
- Automated bank and sub-ledger reconciliation
- Intercompany and multi-entity consolidation
- Real-time financial reporting
AI & Copilot
Plan and forecast with AI on your side
Copilot and finance agents spot unusual transactions, draft variance commentary and take routine reconciliation work off your team.
- Anomaly detection on transactions
- Natural-language variance analysis
- Account Reconciliation Agent and Finance Agent in Microsoft 365 Copilot
Planning & cash
See cash and performance before they become surprises
Budget, forecast and model scenarios on live data from across the business, and know your cash position across every bank and entity.
- Budgeting, forecasting and scenario modelling
- Cash flow forecasting across banks and entities
- Self-service financial and operational analytics
Billing & compliance
From quote to cash, compliant in every market
Billing, subscriptions, receivables and collections run in one flow, while a single tax model handles rates and rules for each jurisdiction.
- Subscription and project billing
- Credit, collections and receivables management
- Tax by jurisdiction from one data model
What's included
Dynamics 365 Finance modules, from general ledger to subscription billing
Here is what each part of Dynamics 365 Finance handles. We configure the modules your finance team needs and switch on others when you're ready.
General ledger & financial reporting
Chart of accounts, financial dimensions and fiscal calendars for every legal entity. Allocations, accruals and periodic journals run on schedule, and financial reports read straight from the ledger.
Accounts payable
Vendor invoices captured, matched to purchase orders and receipts, and routed for approval. Payment proposals pay the right vendors on time, with the history behind every payment.
Accounts receivable, credit & collections
Customer invoicing, credit limits and holds, and a collections workspace that shows aging, activity history and follow-ups for each customer in one place.
Cash & bank management
Bank accounts, statement import and reconciliation, and cash flow forecasts built from open payables, receivables, orders and budgets.
Budgeting & budget control
Build budgets by department, project or any dimension, then let budget control check spending against budget before purchases and journals are posted.
Fixed assets & asset leasing
Acquire, depreciate, revalue and dispose of assets under each book's rules. Asset leasing calculates lease schedules and postings under IFRS 16 and ASC 842.
Consolidation & intercompany
Consolidate any number of legal entities and currencies, eliminate intercompany balances, and post intercompany transactions on both sides automatically.
Tax & regulatory compliance
Sales tax calculated by jurisdiction, including Canadian GST/HST and PST, with regulatory reporting and electronic invoicing for the countries you operate in.
Subscription billing & revenue
Recurring and milestone billing schedules, revenue and expense deferrals, and revenue allocation across bundled items, included with Dynamics 365 Finance.
Expense management, cost accounting and public sector features are also part of Dynamics 365 Finance. Purchasing, inventory and manufacturing sit in Dynamics 365 Supply Chain Management. Together, the two are what most people call Dynamics 365 Finance and Operations (F&O).
AI agents & Copilot
Agents that take routine work off your finance team
Dynamics 365 Finance now includes AI agents that handle repetitive steps and bring answers into the tools your team already uses.
Agent
Finance Agent in Microsoft 365 Copilot
Brings Dynamics 365 Finance data into Outlook and Excel, so your team can answer variance questions, prepare follow-ups and update figures without switching systems.
Agent
Custom agents
Automate your own finance processes, such as invoice matching or approval follow-ups, with agents built in Copilot Studio. We help you choose, design and govern them.
Agent and Copilot availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's included for you.
How Tech Sarwar helps
One partner from licence to long-term support
As a Microsoft Partner and Indirect Reseller (CSP), we can supply your Dynamics 365 Finance licences and look after everything that follows.
License
The right licences for each type of user, supplied through our CSP agreement, with renewals and changes handled for you.
Implement
Configured around how your team works, with your data migrated and your people trained. How we implement
Support
Fixes, enhancements and guidance on each new release from a team that already knows your setup. Our support
Finance is usually rolled out as part of a wider Finance & Operations project, often alongside Supply Chain Management or Project Operations.
New F&O implementationUpgrade from AXF&O support & development
Client stories
Running Dynamics 365 Finance with Tech Sarwar
Dynamics 365 Finance & Operations clients we have implemented, upgraded and enhanced.
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F&O implementationGovernment of Saint Martin
The Government of Saint Martin needed public-sector accounting, procurement controls and transparent reporting. We implemented Dynamics 365 Finance & Operations, configured for the rules and approvals that government finance runs on.
Alain RoperCEO, ComputechVisit Government of Saint Martin (opens in a new tab) -
F&O enhancementAA New Zealand
AA New Zealand wanted more from the Dynamics 365 Finance & Operations system its teams already relied on. We delivered targeted enhancements and new functionality that streamline day-to-day processes without disrupting the business.
Damian HaroonCEO, AA New ZealandVisit AA New Zealand (opens in a new tab) -
AX 2009 upgrade
Valve Serve
Valve Serve (Advanced Valve Services Company Limited) maintains and repairs valves for the oil and gas industry. We moved the company from Dynamics AX 2009 to Dynamics 365 Finance & Operations.
Visit Valve Serve (opens in a new tab)
FAQ
Questions about Dynamics 365 Finance
Is Dynamics 365 Finance right for us, or is Business Central a better fit?
Finance suits larger or multi-entity organizations with complex accounting, tax or global requirements. Growing businesses that want financials, sales and inventory in one simpler system are often better served by Business Central. We'll help you compare honestly in a short call.
Can you license Dynamics 365 Finance for us?
Yes. As a Microsoft Indirect Reseller (CSP) we supply the licences, help you choose the right ones for each type of user, and manage renewals. For list prices, see Microsoft's Dynamics 365 Finance pricing page.
Are the AI agents included?
Agent availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's available to you and help you switch on the ones that make sense.
How long does an implementation take?
Most single-entity Finance & Operations implementations take 13–17 weeks from kickoff to go-live. See our implementation method for how we run each phase.
What's the difference between Dynamics 365 Finance and Finance and Operations?
Finance and Operations (F&O) is the common name for Microsoft's finance and operations apps, the successor to Dynamics AX. The two main apps are Dynamics 365 Finance, for financial management, and Dynamics 365 Supply Chain Management, for purchasing, inventory, manufacturing and warehousing. They are licensed separately and share one database, so many organizations run both. See our Finance & Operations services.
We're on Dynamics AX. Can we move to Dynamics 365 Finance?
Yes. We assess your AX customizations and data, rebuild what you still need as extensions, migrate your data and retire the old servers. Upgrade from AX explains how we run the move.
Thinking about Dynamics 365 Finance?
A short call gets you licensing advice and a realistic plan for getting started.