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§ Agent · Microsoft Dynamics Business Central

The Business Central data agent that acts the way you would.

It keeps an eye on your Business Central data alongside your bank, CRM, and billing, on a schedule you set or whenever fresh data lands. When something needs attention, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #ops-alerts
⚠️ GL-to-bank variance hit $27,400 across 3 subsidiaries, 9 entries unmatched since last close

General Ledger Entries posted in the last 14 days don't tie to settled bank transactions for companies Acme US, Acme EU, and Acme APAC. The gap is 3x your typical month-end residual of ~$8,900.

Review & approve Dismiss
Business Central General Ledger Entries + Accounts + Company · reconciled to bank feed · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

ReconcileACROSS YOUR SOURCES

Tie your GL to the bank and your billing before close

It reconciles your General Ledger Entries and chart of accounts against your bank data and billing system, flags the gaps before month-end, and tells you which postings don't tie out, so you close the books on numbers that match the cash.

General Ledger EntryAccountCompany
AR Aging

Catch overdue receivables before they become write-offs

When Sales Invoices age past their Payment Terms, it surfaces the customers, the dollar amounts, and how far past due each one is. You see the risk building before it hits the aging report, not after someone asks why collections are off.

Sales InvoiceSales OrderPayment Term
Vendor Spend

Flag vendor concentration and payment anomalies

It watches Purchase Invoices and Vendor Payments for spend that breaks its pattern: a single vendor creeping past its historical share, a payment batch that doesn't match the invoices it settles, or a discount window about to close. You see the signal while there is still time to act on it.

VendorPurchase InvoiceVendor Payment
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every Microsoft Dynamics Business Central object, modeled and query-ready the moment you connect.

Company
customersupport
Account
revenue_financecustomer
General Ledger Entry
revenue_financemarketing
Financial Dimension
revenue_financemarketing
Sales Order
revenue_financecustomer
Sales Invoice
revenue_financesales
Purchase Invoice
revenue_financecustomer
Vendor
revenue_financemarketing
Vendor Payment
revenue_financeengagement
Item
revenue_financemarketing
Location
supportengagement
Payment Term
revenue_finance

It runs on your real Business Central tenant (multi-company, dimension mismatches, partial postings and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect Microsoft Dynamics Business Central, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh Microsoft Dynamics Business Central data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those answer inside BC when you ask, one company at a time. This watches continuously across subsidiaries, reasons across your GL plus your bank and billing, and hands off to Fi to investigate why the numbers diverge, so you find out before close, not after.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.