AI that works inside your ledger
AI is only useful when it saves real time on real work, and only as good as the data underneath it. We get your Business Central data right first, then bring in Copilot, AI agents and custom AI features where they make a real difference, with the controls your auditors expect.
Data first. AI where it counts.
Data first
AI is only as good as the foundation it runs on. Before any AI work we make sure your Business Central data is clean and well-structured: master data, posting setup, dimensions and processes. Good data makes AI accurate, and it pays off in better reporting even before any AI is switched on.
AI where it counts, not everywhere
AI has a running cost, and that cost scales quickly with usage. We use it where it clearly speeds up delivery or a business process, and rely on solid standard functionality and automation everywhere else. You get the benefit without paying for AI that isn't earning its keep.
Copilot in Business Central
Business Central already includes Copilot. Most businesses never switch it on properly. We do the setup, permissions and training so your team actually uses it.
- Bank reconciliationCopilot-assisted matching of bank statement lines to open entries.
- Sales line suggestionsDraft sales lines from past orders and plain-English requests.
- Analysis assistBuild list analyses by describing what you want to see.
- Chat with CopilotAsk questions and navigate Business Central in natural language.
- Marketing textGenerate item descriptions for your catalogue and online store.
- Enablement & governanceCapability settings, data movement and user permissions configured correctly.
Custom Agents in Business Central
When a task is specific to your business, we build an agent for it. Custom agents are created in Business Central, designed around one well-defined job, and given only the permissions that job needs.
Discuss an agent- Task-specific designWe define the agent's job, inputs, rules and expected outcome with your team.
- Built in Business CentralCustom agents created in AL, working on the same pages and data your users do.
- Scoped permissionsEach agent gets only the access its task requires, like a dedicated user.
- Human reviewAgents prepare the work; your people review and approve before anything posts.
- Example tasksChasing missing documents, preparing recurring journals, triaging exceptions or following up overdue approvals.
- Cost-awareWe only build an agent where the time saving clearly outweighs the running cost.
Ready-made AI Agents
Microsoft's own Business Central agents complete multi-step tasks on their own. We set them up, fit them to your process and keep a person in control.
- Sales order handlingAgents that read customer enquiries, check availability and prepare quotes and orders.
- Payables processingAgents that turn incoming vendor invoices into draft purchase documents.
- Human in the loopReview and approval steps designed around your controls.
- Agent permissionsAgents only see and do what you allow, just like a user.
- Process designWe redesign the workflow around the agent so the time saving is real.
- Copilot Studio agentsCustom conversational agents that answer questions from your ERP data, in Teams or on the web.
Custom AI Features
When the built-in features aren't enough, we build AI directly into your own AL extensions using Business Central's AI framework.
- Smart suggestionsAI-proposed values, codes and next actions on your own pages.
- Document understandingExtract structured data from PDFs, emails and attachments.
- Natural-language summariesPlain-English explanations of balances, variances and customer history.
- ClassificationAutomatically categorise transactions, tickets or items.
- Responsible by designPrompts, guardrails and human review built in from the start.
- Upgrade-safeBuilt to AppSource standards so it survives every Business Central release.
Intelligent Finance
AI applied to the finance processes that eat the most time: month-end, reconciliations, collections and cash.
- Anomaly flaggingSpot unusual postings and balances before month-end, not after.
- Faster month-end closePair our Month-End Close app with AI to find what's left to do.
- Late-payment predictionIdentify invoices likely to be paid late and act early.
- Cash-flow forecastingAI-assisted forecasts built on your real Business Central data.
- Reconciliation matchingBank, payment and Shopify payout matching with AI assistance.
- Insight on demandAsk questions of your financials and get answers with the supporting records.
From idea to measurable result
Foundation first, then start small, prove the value and scale. No large upfront AI programmes.
Data check
Review your Business Central data and setup, and fix the foundation first.
Identify
Find the few tasks where AI saves the most time for its cost.
Pilot
Switch on or build one use case in a sandbox and measure the result.
Govern & scale
Add controls and documentation, then roll out once the value is proven.
Your data, your control
Stays in your tenant
We use Microsoft's built-in AI services and controls. Your business data isn't sent to us.
People approve
AI suggests and drafts. Your team reviews and approves anything that posts.
Permission-aware
AI features respect Business Central permissions, so nobody sees data they shouldn't.
Where could AI save your team time?
Book a free AI workshop and we'll identify the top three opportunities in your Business Central.