Analyze your Microsoft Dynamics 365 Finance data with AI today.
Build dashboards, automate reports, and ask questions in plain English — all from your Microsoft Dynamics 365 Finance data, no complex infrastructure to maintain.
Have multiple Microsoft Dynamics 365 Finance accounts? Analytics across multiple Microsoft Dynamics 365 Finance accounts →
Want it to watch your Microsoft Dynamics 365 Finance data and act on its own? Meet the Microsoft Dynamics 365 Finance agent →
Everything Microsoft Dynamics 365 Finance exposes, modeled and queryable.
Microsoft Dynamics 365 Finance ERP data covering the general ledger, accounts payable, vendor and customer master records, product catalog, and tax transactions. Use it to analyze spend, payables, the chart of accounts, and finance master data across legal entities (companies).
Tables & streams
Customer master records (accounts) used for receivables and sales analysis, including billing relationships and customer-level segmentation across legal entities.
Vendor master records used for accounts payable, supplier spend analysis, and vendor reconciliation across companies.
Header-level vendor invoice records (totals, references, dates) used to track payables volume, invoice aging, and supplier billing activity.
Line-item detail on vendor invoices used for spend categorization, line-level cost analysis, and tying invoice lines back to products and accounts.
Ledger-level vendor transactions (vouchers, account numbers, posted amounts) used to analyze payables activity, payment timing, and cash outflow to suppliers.
General ledger main accounts (the financial dimension behind postings) used for GL reporting, account-level balances, and financial statement roll-ups.
Chart of accounts structures defining how main accounts are organized, used to map GL postings to reporting hierarchies across legal entities.
Tax transaction entities capturing tax amounts and codes on financial postings, used for tax reporting, reconciliation, and compliance analysis.
Released product master records (all products) used to join purchasing and sales lines to catalog items for spend and product analysis.
EcoRes product category hierarchies used to roll up products and spend into category-level reporting and procurement analysis.
Department (party) records representing internal organizational units, used to attribute spend, transactions, and reporting to operating departments.
Legal entity (company / data area) definitions used to scope and consolidate all finance data across the multi-company Dynamics 365 environment.
Three steps. One afternoon.
Authenticate Microsoft Dynamics 365 Finance in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Microsoft Dynamics 365 Finance data lives next to every other source — ready to join.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Pair Microsoft Dynamics 365 Finance with the rest of your data.
Join Microsoft Dynamics 365 Finance with the rest of your data, then ask Fi questions across all of it.
