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DCX - AI Finance Suite

ERP Ware · Finance & Accounting

Dynamics 365 Business CentralNo attestation published

Certification per Microsoft Marketplace.

AI Finance AssistantCash Flow ForecastCredit Control
Provenance reach4 of 12 layers traced

Evidence tier Source Confirmed · 8 captures on record

User ratingNot rated0 reviews on the listing
Runs onDynamics 365 Business CentralDynamics 365 app
ProvenanceUnknown44% of the provenance layers this product can disclose
Evidence riskHighSign in to see the basis for this band.

What the publisher says

As described on Microsoft Marketplace.

Your AI finance team member, inside Business Central

DCX - AI Finance Suite adds a Finance Assistant to Microsoft Dynamics 365 Business Central that works like an extra member of your finance team. It is grounded in your live ledger data, customer and vendor ledger entries, G/L, bank accounts, jobs and open documents, so every answer reflects your real numbers, not a summary.

Show the rest of the publisher’s description (11 more lines)

Ask anything about your finances

Have a natural conversation with the Finance Assistant: cash position and forecasts, aged receivables and payables, margin analysis, DSO trends, payment behaviour and reliability scoring, FX exposure, VAT position, balance explanations, working-capital what-ifs, accrual suggestions, even consolidated cash and intercompany reconciliation across companies.

Always-on AI Recommendations

The suite continuously analyses your data and maintains a prioritised list of recommendations: customers likely to pay late, collections to chase, credit limits under pressure, cash risks, expiring supplier discounts, duplicate invoices, broken payment promises and budget slippage, each with an AI explanation of why it matters and a suggested action, plus a daily "state of the business" digest.

From insight to action – with you in control

Ask the assistant to act and it drafts the work for your review: payment reminders, finance charge memos and customer statements with covering emails and PDF attachments; vendor payment suggestions; cash forecasts; budgets; month-end close tasks; VAT return preparation; user tasks and notes. Nothing is posted, sent or changed without a person approving it, outward-facing actions always require confirmation.

Automate the routine

Schedule low-risk recurring jobs, overdue chasers, statement runs, anomaly checks, duplicate-invoice detection, cash forecast snapshots and emailed reports – using editable email templates, so the routine work runs itself while your team handles the exceptions.

A complete Financial Controller workspace

Includes a Financial Controller Role Center with KPI cues, headlines, anomaly and month-end lists; intelligence FactBoxes on customer, vendor, item, G/L, bank and job cards; and optional Power BI integration, the assistant can open the right report, pre-filtered to the customer, vendor or period you were just discussing.

Supported editions: Essentials and Premium editions of Microsoft Dynamics 365 Business Central.

Preview

5 images
DCX - AI Finance Suite preview 1DCX - AI Finance Suite preview 2DCX - AI Finance Suite preview 3DCX - AI Finance Suite preview 4DCX - AI Finance Suite preview 5

Agent build and provenance

Works withBusiness Central, D365, Dynamics 365 Buisness CentralDisclosed

See the full provenance

The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.

Compliance

Government
  • FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27

Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.

Vendor

External enrichment

CompanyDynamics ConnectAutomated

Sources

Marketplace listingmarketplace.microsoft.comSource
Privacy PolicyPrivacy PolicySource
License TermsLicense TermsSource

Publisher resources

2 links

Linked repositories

RepositoriesUnknownUnknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.

Pricing
Unknown
Not stated
Delivery
Dynamics 365 app
https://www.dynamics-connect.co.uk/apps/dcx-ai-finance-suite/
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