Your D365 ledger, answered in plain English
Finance Copilot pulls the P&L, balance sheet, cash flow, trial balance and consolidation straight from Dynamics 365. Every answer respects the user's D365 security role, drills to the voucher and is written to an audit trail. The AI drafts; people approve.
Not on Dynamics 365? The same copilot runs on any ERP — SAP, Oracle, NetSuite, Tally, Odoo, Zoho Books, Sage and more.
Aurelia Industries Group · FY26 at a glance
Fictional group · India, UAE, Saudi Arabia · year ended 30 Sep 2026How it works
The AI never posts without a human approval · every request is logged · this demo uses a fictional ledger built on the D365 data model.
Try a question
Works with any ERP
Dynamics 365 is the showcase here. The statements, close checks, approvals, role security and audit trail are ERP-agnostic — only the connector changes.
Ask for any financial statement
Plain-English questions are answered from posted ledger lines in a Dynamics 365-style environment through MCP. Every answer respects the signed-in role and opens into a full statement with drill-down to vouchers.
Finance Copilot
Group CFO · all entitiesFinancial statements
Pull any statement for any entity, period and dimension. Click a line to drill to accounts and vouchers. Every pull is a logged MCP call.
CFO dashboard
FY26 year-end close — September 2026
Drag tasks across the close. Only the Controller and CFO can sign off, and controls block sign-off while exceptions are open. On touch screens, use each card's status menu.
Report packs and legal entities
Schedule statement packs for delivery and onboard new D365 legal entities into consolidation — both with full validation.
Scheduled report packs
Legal entities in consolidation
Audit log
Every statement pull, drill-down, access decision, close action and approval in this session.
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