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Financial management with
Microsoft Dynamics 365 Business Central

Business Central enables companies to manage financials, payments, budgets, cash flow, and key financial metrics within a single system. Built-in AI and intelligent agents support faster data analysis, reduce manual effort, and help ensure more accurate decision-making.

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The difference you’ll notice immediately

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Microsoft Dynamics 365 Business Central enables companies to manage financials, payments, budgets, cash flow, and key financial metrics within a single system. Built-in AI and intelligent agents support faster data analysis, reduce manual effort, and enable more accurate, data-driven decision-making.

Without a unified system

  • Manual processes

    Invoices, bank statements, calculations, and reconciliations are processed manually.

  • Limited financial visibility

    The financial position is only visible at the end of the reporting period.

  • High risk of errors

    Data is duplicated across multiple systems and adjusted in Excel files.

  • Complex tax compliance

    Declarations are prepared separately, general ledger entries are adjusted manually, increasing the risk of inconsistencies.

With Dynamics 365 Business Central

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    Automated Accounting with AI Agents

    Financial records are automatically generated from purchasing, sales, and other ERP processes.

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    Real-time Finance

    Managers view key KPIs in real time.

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    Accurate Data

    Traceability of every record and easy integration with any external system.

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    Control and Compliance

    Financial statements are automatically generated according to VAS (Lithuanian Business Accounting Standards) and tax declarations in the specified format.

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Business Value of Financial Digitalization

The solution helps automate financial processes, improve control, and make data-driven decisions.

Artificial Intelligence and Agents

Copilot helps analyze financial data, predict overdue payments, and quickly obtain summaries of customer financial status. AI agents can perform repetitive financial tasks and help the team focus more on analysis and decision-making.

Smart Financial and Tax Accounting

Business Central unifies financial, budget, cash flow, and fixed asset management in one system, adhering to Lithuanian and international accounting standards. Integrated Power BI reports allow for results analysis, and tax data is directly linked to the general ledger. It supports VAT, i.SAF, i.VAZ, SAF-T, GPM, “Sodra”, VIES, GPAIS, and Intrastat processes, ensuring compliance.

Automated Financial Processes and Settlements

The system automates purchase invoice digitalization (OCR), recurring invoicing, approval, supplier payments, and bank statement import and reconciliation. It also supports document sending via email, PEPPOL, and electronic exchange with partners. Accounts payable and receivable are linked to cash flow forecasts.

International Business Financial Management

Business Central allows for the consolidation of financial data from multiple companies, management of group operations, and application of unified settings across the organization. The system supports multi-currency accounting, automatic exchange rate import, and recalculation of debt values.

Financial Performance Analysis

Integrated Power BI reports allow for profitability analysis by departments, projects, products, or markets. The system enables tracking of revenues and expenses by cost centers. Decisions are made based on data, not intuition.

The best place to start
is a conversation

A short discussion helps clarify what you actually need. No obligations—just a practical consultation focused on what matters most for your business today.

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Quick Check – Is Financial Management Digitalization Worth It?

Check what applies to your company. If at least one statement is true – Dynamics 365 Business Central may be the solution for you.

Dynamics 365 Business Central
functionalities that support financial management

Dynamics 365 Business Central functionalities that streamline daily financial processes – from accounting and settlements to project, subscription, and sustainability indicator management.

Basic Financial
Functionality

  • Bank and Cash Flow Management
    Automatic bank statement import, reconciliation, SEPA / ISO20022 payments, and cash flow forecasts.
  • Dimensions
    An unlimited number of dimensions allows for financial data analysis by departments, projects, markets, or other segments.
  • Budgets
    Budget creation across various segments, import from Excel, comparison with actual results, and variance analysis.
  • Financial Analytics
    Integrated Power BI reports allow for real-time analysis of purchases, sales, inventory, debts, GL, revenues, expenses, and profitability by selected segments.
  • Debt Management
    The system helps track payment deadlines, send reminders and debt reconciliations, forecast cash inflows, and propose payments to suppliers.
  • Fixed Assets
    Asset register, depreciation, value changes, repairs, insurance, and multiple depreciation books (for accounting and tax purposes).
  • Accrued Income and Expenses
    This functionality allows for the allocation of income and expenses over periods using deferral templates. This ensures accurate accrual and automatic distribution over selected periods.

 

International Business Financial Management

  • Consolidation and Intercompany Operations
    Consolidation of related company data at the GL level.
  • Intercompany Operations
    Automated exchange of documents and transactions between companies within a group.
  • Unified Master Data Settings
    A unified chart of accounts across the company group and main posting settings are synchronized across all companies.
  • Currency Import
    The system automatically imports exchange rates from the ECB, Bank of Lithuania, or another source of your choice and recalculates debt values.
  • Multi-currency Financial Accounting
    The system allows for accounting and reporting in multiple currencies.

Artificial Intelligence

  • Bank Agent
    Automatic bank statement import, payment reconciliation, identification of discrepancies.
  • Purchase Agent
    Purchase invoice recognition, support for the approval process, data preparation for accounting.
  • Sales Agent
    Item selection and order creation upon receiving a customer email in Outlook.
  • General Copilot
    Reports, data summaries, and quick insights for finance and management created using natural language.
  • Custom Agents
    Specific AI agents are created according to company processes (e.g., for debt, project, contract analysis, error detection, report sending).
  • MCP Server
    Standardized interface for AI agents to connect to Business Central data and operate according to clear permissions and context.

Trade Management

  • Inventory Tracking
    Real-time stock levels, cost, movement, and availability.
  • Quote and Order Management
    Creation of quotes, conversion to orders, integration with finance and inventory.
  • Inventory
    Inventory processes, comparison of actual and book balances, automatic adjustments.
  • Pricing and Discounts
    Flexible pricing rules, individual customer prices, management of discounts and promotions.
  • Cost of Sales and Profitability Analysis
    Monitoring profitability by items, customers, orders, or projects.
  • Supply and Order Planning
    Forecasting product demand, planning replenishment based on sales and stock levels.

Integrations

  • Trade and Finance API
    Two-way real-time data exchange between Business Central and other business systems.
  • Payroll API
    Integration with human resources management solutions – employee cards, absences, timesheets.
  • Integration with MS Office
    Working with data alongside Outlook, Teams, Excel, Word, Power Automate, and other Microsoft 365 tools.
  • Web Services for Analytics Tools
    Data preparation and delivery to analytics and BI solutions for centralized analysis.

Subscription Management

  • Subscription Contracts
    Buyer or supplier contracts that cover several types of services. Contracts define the terms for recurring invoicing and settlement.
  • Subscription Items
    Service items or direct sales using a general ledger account.
  • Revenue and Expense Accruals
    Revenues and expenses are recorded using the accrual principle.
  • Invoicing Flexibility
    Recurring invoicing is possible according to the conditions set in the contract, using an individual or automatic invoicing method.
  • Contract Expiry Warnings
    The system automatically calculates warning periods and helps inform the client about expiring contracts in a timely manner. It also offers contract extension terms.
  • Analytical Reports
    Subscription overview and settlement information can be viewed in prepared Power BI reports.

Frequently Asked Questions
about Business Central Financial Management

Dynamics 365 Business Central financial management is a part of the business management system designed to manage accounting, budgets, cash flows, settlements, debt control, and financial analysis in a single system. The solution helps automate daily processes, reduce manual work, and ensure greater data accuracy.

With Business Central, you can automate purchase invoice digitalization, sales invoice generation, payment matching, bank statement import, debt reconciliation, recurring accounting entries, and part of the reporting processes. This helps the finance team focus more on control and analysis rather than manual data entry.

Yes, the solution can be adapted to Lithuanian accounting and tax requirements. It supports important local processes and reports, and with proper implementation, it helps manage VAT, i.SAF, i.VAZ, SAF-T, GPM, “Sodra”, and other relevant data. Practical benefits arise when the system is adapted to the company’s real processes, not just technically enabled.

Artificial intelligence helps analyze financial data faster, identify repetitive tasks, generate summaries, and quickly find necessary information. The practical value comes not from the mere fact of AI, but from the finance team spending less time on routine tasks and more on decision-making.

Yes, especially if the company feels that current processes are becoming too slow, rely too much on manual work or different systems. Business Central is suitable for companies that want more control, clearer data, and a system capable of growing with the business.

Yes, Business Central integrates with Power BI, allowing financial data to be analyzed through interactive reports and selected business dimensions. This enables faster visibility into profitability, deviations, and other important indicators by departments, projects, products, or markets.