Back to Dynamics 365 ERP OverviewMicrosoft Dynamics 365 · Finance
Engineer Finance for Enterprise Performance
Leverage Dynamics 365 Finance to build an intelligent, governed foundation designed to improve decision velocity, operational resilience, and enterprise scalability.
Automation Is Table Stakes. Governed Automation Is the Advantage.
Leadership is asking finance to close faster, forecast further out, and justify every dollar of spend, while asking technology teams to do it without expanding the attack surface or losing audit control.
Dynamics 365 Finance, with Copilot and governed autonomous agents, gives both functions the same platform to work from: finance gets speed and foresight, technology gets a system it can actually govern. Devsinc's role is making sure that governance model is built around your controls from day one, not retrofitted after an incident.
Where Finance Becomes a Strategic Lever
Six Dynamics 365 Finance Capabilities That Redefine What Finance Can Deliver
Financial Planning & AnalysisMove budgeting and forecasting from a quarterly exercise to a continuous one. Copilot-assisted scenario modeling and cash flow projection give leadership a forward view instead of a rear-view mirror, and give you the ability to defend a forecast with data, not intuition.
Accounting & Financial CloseThe close calendar is one of the clearest signals of operational maturity leadership will see. The Account Reconciliation Agent (preview) automates subledger matching and surfaces exceptions before they reach the finance team's desk, compressing the close without compressing your control environment.
Tax ManagementA unified tax data model with configurable determination logic reduces the compliance exposure that comes with manual, jurisdiction-by-jurisdiction tracking, a material risk item for any organization operating across borders.
Quote to CashAI-powered billing, receivables, and collections directly affect DSO and working capital, two of the clearest indicators of financial health. Prediction-based collections automation improves on-time payment without the cost of expanding your AR team.
Cash ManagementPredictive liquidity analytics give you the runway to act on a cash position while it's still manageable, not after.
Business Performance ManagementSelf-service, Copilot-assisted analytics push financial and operational insight to the business units that need it, without every request routing back through your FP&A team.
The Agents Doing the Work
Finance Agents, Embedded Where Your Team Already Works
Finance AgentA role-based Copilot experience that brings AI-powered financial intelligence, conversational ERP access, and finance-centric workflows directly into Excel, Outlook, Teams, and Copilot chat, so decisions get made without switching to a separate system.
Finance ChatGrounded in your ERP data, financial documents, emails, meetings, and trusted external sources, Finance Chat lets your team investigate issues, understand what's driving a number, and identify next steps in natural conversation, in real time.
Account Reconciliation AgentAutomates subledger matching, compares financial data structures, and drafts reconciliation reports, correcting discrepancies before they reach a human reviewer.Preview
Payflow AgentAn autonomous payment-processing agent that executes vendor payment runs within the approval parameters your organization configures, control stays with you, execution doesn't have to.
Custom Agents via Copilot StudioBeyond what ships out of the box, build agents tailored to your specific finance workflows and data, extending Finance Agent's reach into the systems and approval chains unique to your organization.
How Devsinc Engages
A Delivery Model Built for Executive Accountability
01Advisory & Readiness AssessmentBefore a single agent is configured, we assess your current controls, chart of accounts, and close process to determine where automation reduces risk versus where it introduces new exposure.
02Implementation & MigrationEnd-to-end deployment and legacy financial data migration, governed by the same approval structure your finance and IT leadership already operate under.
03Agent Configuration & GovernanceThe Account Reconciliation Agent and collections automation are configured to your approval limits and policies, reviewed with your finance and technology leadership before go-live, not left on Microsoft's defaults.
04Integrations & CustomizationWe connect Dynamics 365 Finance to the rest of your technology estate and build the reporting layer your organization actually asks for, custom Power BI dashboards, integrations with existing banking, tax, or planning systems, and workflows tailored to how decisions get made internally, not a generic out-of-the-box view.
05Managed SupportOngoing monitoring and enhancement, so the control environment you signed off on at go-live stays intact as regulations, entities, and reporting requirements change.
Why Devsinc
A Partner That Reads as Diligence, Not Risk
50+Certified MS Dynamics consultants
50+Total successful projects delivered
6Global offices
9+Industries served
Get Started
Let's Talk Before You Commit to Anything
Every engagement starts with an assessment of where your current finance operations create risk, and where automation can remove it. No commitment required to have that conversation.
✓An honest assessment of your current finance and IT control environment
✓A phased rollout plan and cost estimate your leadership team can evaluate
✓Direct answers on licensing, governance, and audit implications
✓A live demonstration of the Account Reconciliation Agent and collections automation, configured to a scenario relevant to your business