Agent
Account Reconciliation Agent
Matches bank and ledger transactions for you and highlights only the exceptions, so reconciliations are ready for review sooner and your team checks what matters.
Dynamics 365 Finance
Know where you stand financially, without waiting for month-end
Dynamics 365 Finance brings planning, accounting, tax, billing and cash management into one connected system. We license it, set it up around how your finance team works, and stay on to support it.
- Faster financial close
- Cash flow forecasting
- Global tax & compliance
Why teams love it
Built to close faster and see further
What finance teams notice first after go-live: shorter closes, earlier warnings and fewer spreadsheets.
Financial close
Close the books in days, not weeks
Automated reconciliations, intercompany postings and consolidation shorten every month-end, with a full audit trail behind each number.
- Automated bank and sub-ledger reconciliation
- Intercompany and multi-entity consolidation
- Real-time financial reporting
AI & Copilot
Plan and forecast with AI on your side
Copilot and finance agents spot unusual transactions, draft variance commentary and take routine reconciliation work off your team.
- Anomaly detection on transactions
- Natural-language variance analysis
- Account Reconciliation Agent and Finance Agent in Microsoft 365 Copilot
Planning & cash
See cash and performance before they become surprises
Budget, forecast and model scenarios on live data from across the business, and know your cash position across every bank and entity.
- Budgeting, forecasting and scenario modelling
- Cash flow forecasting across banks and entities
- Self-service financial and operational analytics
Billing & compliance
From quote to cash, compliant in every market
Billing, subscriptions, receivables and collections run in one flow, while a single tax model handles rates and rules for each jurisdiction.
- Subscription and project billing
- Credit, collections and receivables management
- Tax by jurisdiction from one data model
AI agents & Copilot
Agents that take routine work off your finance team
Dynamics 365 Finance now includes AI agents that handle repetitive steps and bring answers into the tools your team already uses.
Agent
Finance Agent in Microsoft 365 Copilot
Brings Dynamics 365 Finance data into Outlook and Excel, so your team can answer variance questions, prepare follow-ups and update figures without switching systems.
Agent
Custom agents
Automate your own finance processes, such as invoice matching or approval follow-ups, with agents built in Copilot Studio. We help you choose, design and govern them.
Agent and Copilot availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's included for you.
How Tech Sarwar helps
One partner from licence to long-term support
As a Microsoft Partner and Indirect Reseller (CSP), we can supply your Dynamics 365 Finance licences and look after everything that follows.
License
The right licences for each type of user, supplied through our CSP agreement, with renewals and changes handled for you.
Implement
Configured around how your team works, with your data migrated and your people trained. How we implement
Support
Fixes, enhancements and guidance on each new release from a team that already knows your setup. Our support
Finance is usually rolled out as part of a wider Finance & Operations project, often alongside Supply Chain Management or Project Operations.
New F&O implementationUpgrade from AXF&O support & development
FAQ
Questions about Dynamics 365 Finance
Is Dynamics 365 Finance right for us, or is Business Central a better fit?
Finance suits larger or multi-entity organizations with complex accounting, tax or global requirements. Growing businesses that want financials, sales and inventory in one simpler system are often better served by Business Central. We'll help you compare honestly in a short call.
Can you license Dynamics 365 Finance for us?
Yes. As a Microsoft Indirect Reseller (CSP) we supply the licences, help you choose the right ones for each type of user, and manage renewals. For list prices, see Microsoft's Dynamics 365 Finance pricing page.
Are the AI agents included?
Agent availability depends on your licences, region and Microsoft's release schedule. We'll confirm what's available to you and help you switch on the ones that make sense.
How long does an implementation take?
Most single-entity Finance & Operations implementations take 13–17 weeks from kickoff to go-live. See our implementation method for how we run each phase.
Thinking about Dynamics 365 Finance?
A short call gets you licensing advice and a realistic plan for getting started.