Automate operations and scale your business with Dynamics 365 Finance

Transform your financial operations with built-in AI intelligence. Empower smarter, faster decision-making that supports sustainable growth and long-term stability. Make your financial processes more insightful, efficient, and AI-driven to stay ahead with confidence.

Switch to AI-Powered Microsoft Dynamics 365 Finance

Intech is a leading Microsoft Solutions Partner, helping you implement Dynamics 365 Finance to gain end-to-end visibility across all financial transactions while ensuring robust compliance and control.

Automate operations and scale your business with Dynamics 365 Finance

Why does your business needs AI-powered Dynamics 365 Finance?

Simplify finance, streamline operations, and empower teams with a unified, AI-enabled platform.

Automate End-to-End Financial Operations

Automate End-to-End Financial Operations

Eliminate your paper-based manual financial processes, including invoicing, expense management, approvals, data entry, and reporting. Their automation and digitization save time, reduce errors, enhance efficiencies, and simplify coordination.

Generate Actionable Financial Insights

Generate Actionable Financial Insights

In-depth, granular-level analysis of each financial transaction with relevant AI-driven reports is possible using Dynamics 365 Finance. This advanced analytics capability generates customized, meaningful, and interactive reports that help you shape financial strategies.

Ensure Continuous Financial Compliance

Ensure Continuous Financial Compliance

Automated operations ensure in-built compliance with country-specific rules and regulations, along with automatic updates when guidelines change. Centralized storage of financial data with team-wise sharing and accessibility options enables a holistic view and adherence to company policies.

Enable Intelligent Budgeting & Forecasting

Enable Intelligent Budgeting & Forecasting

The finance ERP software has AI-backed smart financial intelligence that helps generate a 360-degree view of your historical financial operations. Besides AI, predictive analytics and machine learning enable you to predict, budget, and forecast future fund transfers.

Scale Finance Seamlessly Across Geographies

Scale Finance Seamlessly Across Geographies

Our finance solution creates a strong, unified financial ecosystem that responds to market shifts and transformations in real time. You can manage changes in tax environments, currencies, languages, and legal compliance requirements for global growth with this AI solution for finance.

Copilot in Dynamics 365 Finance

Budgeting

Copilot in Dynamics 365 Finance assists in budget planning, forecasting income, predicting cash flows, building financial scenarios, analyzing market trends, and identifying potential financial risks.

Accounts management

Manage varied accounts, transactions, records, and reports of customers, suppliers, banks, partners, and compliance tasks with the assistance of Copilot.

Tax management

Copilot automates tax filing, tax calculations, and facilitates tax-specific reporting to help you comply with complex tax regulations.

Cost management

Track all incoming and outgoing money transactions and procedures, including those for inventory, suppliers, projects, and employees.

Reporting and predictive analytics

Assess customer transactions and engagement to gather useful insights, develop interactive visualizations, and create customized reports that help in real-time, informed decision-making.

AI Agents in Dynamics 365 Finance

Intelligence is no longer an aspiration; it’s embedded in your daily ERP workflows with Microsoft Copilot. With AI Agents on top, your team enjoys true autonomy, immediately shifting from reactive execution to driving strategic decisions across all enterprise functions. This is preventative intelligence at scale.

Account Reconciliation Agent

The Account Reconciliation Agent in Dynamics 365 Finance automates and streamlines the reconciliation process for all high-volume accounts. From analyzing transactions to identifying matching entries to flagging discrepancies in all transactions, this agent helps your teams manage processes efficiently while maintaining control and auditability.

Our Services

Intech enables you to transform your business with cloud and AI transformation solutions in finance to scale your business to the next level of success. Copilot-integrated Dynamics 365 Finance fortifies your business with all-encompassing intelligence, smarter decisions, and enhanced security.

Implementation

Implementation

We ensure a smooth, hassle-free, and meticulously planned implementation of the Dynamics 365 Finance solution for your organization with the necessary modules to suit your business needs and maximize performance. We offer both agile and waterfall implementation services to ensure you go-live within your desired timeframe.

Migration

Migration

Intech is the right partner to guide your migration from your legacy software to the all-new and AI-powered Dynamics 365 Finance. We handle proper data mapping, transformation, testing, validation, and optimization services for a successful transition from your on-premises software.

Training

Training

We offer training and adoption services to help users adapt to this software faster and generate positive business outcomes. With Dynamics 365 Finance and Intech as your implementation and adoption partner, you can go-live hassle-free and reap the benefits from day one.

Support

Support

We offer post-go-live support and extended support to ensure better change management and optimal use of the AI-powered ERP solution. Similarly, our support services are available 24*5 across the globe to help you navigate procedural complexities, leverage the right features, and maximize the platform’s full capabilities.

Dynamics 365 Extensions for your Finance Solution

AI-enabled capabilities that add to your operational convenience and financial accuracy. Below are some of our top solutions that integrate seamlessly with Dynamics 365 Finance to cater to your specific needs.

Weigh Scale Integration

Weigh Scale Integration

Integrate weighbridge data with Dynamics 365 Finance with Intech’s ‘Weigh Scale Integration’ add-on. This extension saves you from inaccurate manual entries in forms, reducing the risks of fraud and eliminating errors.

E-Invoicing and E-Way Bill

E-Invoicing and E-Way Bill

Intech’s E-Invoicing and E-Way Bill helps you automate and simplify statutory compliance with an end-to-end e-invoicing and e-way bill solution. You can easily fill in details on sales invoices, project invoices, sales return orders, and debit and credit notes.

EXIM for Service Industry

EXIM for Service Industry

Track and manage duty credit scrips under SEIS with ease inside Dynamics 365. Gain visibility and control over export incentive benefits without operational complexity.

Transfer Order Automation

Transfer Order Automation

Intech’s Transfer Order Automation seamlessly integrates with your ERP solution. You can now automate transfer orders to streamline warehouse and inter-location movements.

Vendor Onboarding

Vendor Onboarding

Managing and onboarding vendors has never been easier with this Dynamics 365 Finance add-on. Modernize vendor onboarding with controlled access and approval-driven workflows.

SignaturePro

SignaturePro

Digitally signing and maintaining records of finance and compliance documents becomes a breezy exercise with this extension integrated into your Finance solution.

Export Import Incentive Schemes in India

Export Import Incentive Schemes in India

Manage and track Indian export import incentive schemes within Dynamics 365. Strengthen global trade operations with better compliance and benefit realization.

Ledger Allocation Functionality

Ledger Allocation Functionality

Intech’s Ledger Allocation Functioanlity allows you to manage centralized financial balancing and expense reallocation with simple automation rules, guaranteeing accuracy.

Drawing management

Drawing management

Manage engineering drawings and related documents directly within Dynamics 365. This extension from Intech helps you stay competitive owing to better control and traceability.

Streamlined E-Invoicing and E-Way Bill with GSTR Integration

Streamlined E-Invoicing and E-Way Bill with GSTR Integration

Unify e-invoicing, e-way bills, and GSTR reporting in a single integrated solution. This extension ensures compliance accuracy while reducing reconciliation and reporting effort.

Flexible Licensing Options for Dynamics 365 Finance

Dynamics 365 Finance

This license package includes all the core financial management modules to make you financially smarter. Get an intelligent, automated, and trusted core financial management solution.

Dynamics 365 Finance Premium

This license option includes advance financial intelligence features, improving business performance management capabilities for operational empowerment.

Successful Customer Stories

Check out how our customers benefited from Dynamics 365 Finance

Lead Your Industry. Lead with Intech

We help organizations implement Dynamics 365 Finance to gain complete visibility, control, and compliance across financial operations. AI-driven insights enable smarter decisions and scalable growth.

Frequently Asked Questions

The time to migrate to Dynamics 365 Finance differs for every organization. It varies from business to business, depending on their size, scope (across offices and countries), customizations, data volume, and other third-party integrations required. We plan the migration in phases, going live with the core modules initially, followed by add-ons gradually over time.

Yes, Intech Systems provides support services after implementing the Dynamics 365 Finance solution. This includes:

  • User training
  • Maintenance services
  • Support on queries and doubts in its use
  • Version upgrades
  • Resource augmentation

Yes, absolutely! With centralized financial data storage, sharing, and coordination facilities, you can manage global operations. You can deal in multiple currencies, languages, and entities with one Finance solution. Real-time monitoring, AI-powered business intelligence, automated processes, and a comprehensive view of financial performance make it an ideal solution for global businesses.

You can have Dynamics 365 Finance as an on-premise or in-cloud solution, depending on your business requirements. Even a hybrid of both is available. It depends on how you weigh the pros and cons of on-premise vs cloud deployment.

  • We have managed the implementation and post-implementation services for this Finance solution for many businesses across diverse industries.
  • You will see us standing for and with you before and after the solution deployment to help you harness the maximum benefits for improved outcomes through Dynamics 365 ERP+ AI consulting services.
  • We also offer training, customization, migration, support, and maintenance services to enable maximum productivity from the solution. .
  • No two businesses are the same, so we offer personalized solutions tailored to suit your business needs.