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Dynamics 365 Finance

Improve financial agility, control, and insight—powered by Microsoft Copilot and agents, from forecast to close.
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Computer screen displaying a 'Financial performance' dashboard with charts for cash flow and profit, and a caption about optimizing business growth.
Overview

Keep pace with evolving business needs

Reimagine your financial models to prepare, respond, and thrive amid disruption with agility powered by automation and agentic AI.
  • Actively monitor cash flow and identify current and future trends with an intelligent forecasting solution.
  • Proactively reduce write-offs and improve margins by predicting when (or whether) customers will pay their invoices.
    Screenshot of Dynamics 365 Finance showing a customer payment prediction table with related insights and visual charts.
  • Use dynamic forecasting, scenario modeling, and cross-functional planning that aligns financial strategy with real-time operational insights to help you adapt.
    Dashboard titled 'Initiative planning' showing revenue metrics, charts by initiative and product, and a profit and loss projection table.
  • Automate subledger matching, expose anomalies, and accelerate close cycles—freeing up time for strategic analysis with the Account Reconciliation Agent (preview).
    Screenshot of Dynamics 365 Finance interface showing reconciliation statistics, exception details, and account reconciliation agent status.
  • Easily create reports, dashboards, and insights with business performance analytics to help you make informed decisions and optimize your operational workflow.