Microsoft 365 Copilot AI
AI-assisted accounting to automate and accelerate your finance operations
AI-assisted accounting in Microsoft Dynamics 365 Business Central transforms how finance teams manage daily tasks, reporting, and decision-making. By embedding AI directly into accounting workflows, organizations can reduce manual work, improve accuracy, and gain real-time financial insights.
- Automate repetitive accounting tasks like reconciliation and data entry
- Generate insights and summaries from financial data instantly
- Reduce errors and improve audit readiness
- Enable finance teams to focus on analysis instead of manual work
Turn manual accounting processes into intelligent financial workflows
Many finance teams still rely on spreadsheets, manual reconciliations, and repetitive data entry. These processes are time-consuming, error-prone, and difficult to scale.
AI-assisted accounting changes this by embedding intelligence directly into your ERP. Instead of reacting to financial data after the fact, your system helps you process, analyze, and act on it in real time.
With Business Central and Copilot, accounting becomes faster, more consistent, and easier to manage across the organization.
Core value pillars for AI-assisted accounting
-
AI in Business Central automates tasks such as data entry, invoice matching, and reconciliation, reducing repetitive work and improving efficiency.
Key capabilities of AI-assisted accounting in Business Central
These capabilities reflect how AI is applied directly to accounting operations in a practical, production-ready way.
-
Automated bank reconciliation
Copilot analyzes transactions and suggests matches, helping finance teams reconcile accounts faster and with fewer errors.
-
AI-powered invoice processing
AI can extract data from invoices, match them with purchase orders, and prepare them for posting, reducing manual input.
-
Intelligent data entry assistance
Copilot suggests values for accounting fields based on historical data and context, minimizing manual entry.
-
Financial data summarization
AI can summarize transactions, reports, and financial activity, helping teams understand performance faster.
-
Natural language financial analysis
Users can ask questions about financial data and receive instant insights without building complex reports.
-
Workflow automation with Power Automate
AI-assisted accounting workflows can trigger automated processes such as approvals, notifications, and updates.
-
Role-based, secure AI usage
AI operates within Business Central’s security model, ensuring users only access data they are authorized to see.
-
Predictive financial insights
AI helps identify trends, anomalies, and forecasts, supporting proactive financial planning.
-
Reduced reliance on spreadsheets
By embedding AI directly in ERP workflows, organizations reduce the need for external tools and manual reporting.
How Gestisoft helps you implement AI-assisted accounting
AI in accounting fails when it's bolted onto broken workflows. Gestisoft redesigns the process first—clarifying where automation adds value, how data is governed, and how your finance team interacts with AI—then configures Business Central around that foundation.
220+ projects per year
With so many projects under our belts, our team of 110+ specialists is ready to support you in your digital transformation.
We build relationships that last
With a 95% renewal rate for 2024, we’re proud to see our clients trust us year after year. That’s what a true partnership looks like: being there for you, today and tomorrow, to ensure the success of your projects and the peace of mind of your team.
This isn’t our first rodeo
Since 1997, we’ve been helping businesses tackle their technological challenges. With over 27 years of experience, we’ve seen it all (or almost!) and we know exactly how to help you reach your goals. When it comes to Microsoft solutions, you’re in the best hands.
Enable AI-assisted accounting with a clear financial strategy
We’ll review your accounting processes, reporting needs, and Business Central environment. You’ll leave with a structured roadmap to automate and optimize your finance operations.
-
AI-assisted accounting uses artificial intelligence to automate financial tasks such as reconciliation, data entry, and reporting while providing real-time insights.
-
Business Central uses Copilot to automate workflows, analyze financial data, and assist users with tasks like reconciliation, reporting, and invoice processing.