Bank reconciliation
Suggested matches between bank lines and ledger entries to speed up reconciliation.
Microsoft Dynamics 365
Copilot in Business Central
Use Microsoft's AI assistant inside Dynamics 365 Business Central to save time on everyday finance and operations work.
AI where your team already works
Copilot sits inside Business Central, so there's no separate tool to learn. It suggests matches, drafts text and answers questions using the data and permissions you already have.
We help you switch on the right features, set them up safely and show your team how to get real value from them.
What Copilot can do in Business Central
Practical help with tasks your team does every day.
Item descriptions
Draft marketing-ready product text from item attributes in seconds.
Sales line suggestions
Create sales order lines from a short description or a customer email.
Chat with your data
Ask questions in plain English and jump straight to the right records.
Analysis assist
Build quick analysis views on lists without exporting to spreadsheets.
Agents
Newer Copilot agents can handle tasks such as processing sales enquiries with your oversight.
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us which tasks take your team the most time, and we'll show you where Copilot in Business Central could help.
FAQ
Frequently asked questions
Copilot is Microsoft's AI assistant built into Dynamics 365 Business Central. It helps with tasks such as bank reconciliation, drafting item descriptions, creating sales lines and answering questions about your data.
Many Copilot features are included with Business Central licences at no extra cost. Some newer agent features may be charged separately, so we'll confirm what applies to you.
Copilot works within Microsoft's security and permissions model, so users only see data they already have access to, and your data isn't used to train public AI models.
Copilot features can be switched on by an administrator in Business Central. We help you choose which to enable, set permissions and train your team to use them well.