AI Financial Intelligence
על-ידי Data Courage
Chat with your Business Central data and get instant AI-driven Financial Insights
Discover the why behind your data.
AI Financial Intelligence brings real-time, conversational AI insights directly into Microsoft Dynamics 365 Business Central — helping you understand what’s happening in your business, and more importantly, why.
From instant P&L and balance sheet generation to AI-powered conversations with your data, this app makes financial insight faster, smarter, and easier.
Ask questions in natural language like:
- Compare actuals to budgets in 2024 and provide insights on where we are over or under budget. Put this into a table with comments on each row.
- Break down the marketing spend by month, compare it to the same period last year, and put it into a table.
- Show me total sales by salesperson for the past 90 days — sorted by highest to lowest, with win/loss ratio next to each
Then get the answers — instantly, in context, right inside Business Central.
Built for CFOs and finance teams to:
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Answer high-level and ad-hoc financial questions — even on your phone
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Spot trends and risks before they impact performance
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Eliminate manual reporting tasks
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Focus on strategy, not spreadsheet maintenance
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Understand the full story behind P&L, balance sheet, and revenue
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Use Business Central more powerfully — no BI or IT expertise needed
Experience effortless financial reporting:
Automated profit & loss statements and balance sheets: generate statements in seconds using your Chart of Accounts — no manual formatting required.
Interactive AI Chat: ask questions in plain language (in any language) and receive structured, clear answers — even on mobile.
Customizable financial templates: tailor your reports to meet your team’s needs, ensuring clarity and relevance in every view.
Important: A Business Central user with the 'EXTEN. MGT. - ADMIN' permission set is required to deploy the extension. To grant a Business Central user this permission please follow the steps defined below from a user account with the 'SECURITY' permission set:
1. Click the Search Icon on the top right of Business Central and search for Users.
2. Select the user to grant permission to from the list of users.
3. Under 'User Permission Sets' add a new row and select the 'EXTEN. MGT. - ADMIN' permission from the list of permission sets that opens up.
4. Ensure that a specific company is not selected for this permission set.
Follow these steps with an installation and check the tutorial for usage instructions.
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אפליקציות נוספות מ- Data Courage
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