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AI and Automation Platform
| App | Description | Key benefits | |
|---|---|---|---|
| Enterprise AI Platform | Build and deploy custom AI powered apps, e.g. RAG, Vocie-driven & Tool calling | - Create AI apps without limitations - Reduce training and navigation effort - Accelerate delivery of AI-driven solutions |
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| Microsoft API Explorer | Explore and understand API for D365 F&O, CE, and BC data models and other Microsoft services | - Discover endpoints and fields - AI doesn't talk to forms - AI doesn't click screens - AI talks to APIs |
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| Dynamics CE (CRM) Integration | Simplify integration between F&O, BC and other Microsoft platforms | - Reduce reliance on dual-write - Lower implementation and support costs - Maintain data consistency across systems |
Finance Automation Suite
| App | Description | Key benefits | |
|---|---|---|---|
| Financial Consolidation & Reporting | Built by accountants for accountants with pre-built reporting templates | - Eliminate manual consolidation and spreadsheets - Reduce errors and reporting time - Standardize financial reporting across entities |
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| Multi-entity Journal Upload & Reporting | Centralize journal uploads and reporting across entities | - Simplify global journal uploads in one step - Reduce errors with built-in validation - Accelerate month-end close and adjustments |
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| AP Automation | End-to-end AP automation without expensive, clunky add-ons | - No new system to learn - No vendor lock-in - No massive OCR contracts |
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| Cash Application Agent | Upload bank statements and automatically match customer payments | - Reduce manual matching effort - Clear unapplied cash faster - Improve cash visibility |
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| Credit & Collections Agent | Automate credit control and collections workflows | - Reduce overdue invoices and DSO - Improve collections efficiency - Increase visibility into customer risk |
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| Lease Management | Centralized lease management and accounting fully integrated with D365 | - Centralize all lease data and documents - Track lease terms, renewals, CPI and payments - Automate IFRS 16 compliance and accounting |
Master Data Management Suite
| App | Description | Key benefits | |
|---|---|---|---|
| Trade Agreement Agent | Manage and update pricing and trade agreements in bulk | - Update prices and discounts faster - Reduce pricing errors and missed discounts - Improve visibility into agreement status |
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| Bulk Data Import & Update | Simplify bulk data uploads and updates without complex tools in D365 |
- Accelerate data onboarding and updates - Reduce errors and failed uploads - Lower support effort and training needs |
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| Document Attachment Agent | Automatically attach and manage documents across transactions | - Reduce lost or misfiled documents - Improve compliance and audit readiness - Simplify document access across entities |
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| Customer Address Validation Agent | Validate and standardise customer addresses in real-time | - Reduce delivery failures and rework - Improve data quality and consistency - Enhance customer experience |
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| Product Management | Create products in minutes, not hours | - Single screen product creation - Guided workflow & auto-validation - Standardised, compliant product data |
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| Customer / Vendor Onboarding | Streamline onboarding with guided workflows and integrated controls | - Accelerate onboarding with fewer errors - Improve compliance and approval tracking - Reduce risk with integrated validation checks |
Trade & Distribution Suite
| App | Description | Key benefits | |
|---|---|---|---|
| Trade Counter | Replace slow sales order screens with a fast, intuitive interface | - Process orders, payments, PODs, documents in minutes - Reduce errors and manual entry - Minimize training and support effort |
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| Trade CRM | Lightweight CRM built on D365 for distribution | - Avoid cost and complexity of full CRM - Accelerate implementation and adoption - Keep sales and finance fully integrated |
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| Customer Order Agent | Automatically create sales orders and quotes from customer emails & PDF | - Eliminate manual order entry - Reduce processing errors across formats - Accelerate order turnaround time |
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| Returns Order Management | Manage support cases and return order in CRM, without jumping between applications | - Bulk disposition code handling - Reduced errors & rework - Accelerate return and credit processing |
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| Customer Enquiry | Real-time, cross-entity customer lookup without switching legal entities | - Access customer data and balances instantly - Reduce manual searches across entities - Easy Parent → Child Lookup |
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| Stock Enquiry | Real-time, cross-entity stock lookup without switching legal entities | - Gain instant visibility across entities - Reduce manual searches - Improve response time to customers |
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| Smart Replenishment | Simplify and enhance planning using your existing D365 data | - Reduce stockouts and excess inventory - Simplify and control replenishment planning - Eliminate complex D365 configuration |
One API Layer. All your D365 systems. Fully AI-ready.
