AI Financial Intelligence

by Data CourageMicrosoft 365Paid

Generate financial statements and query business data with conversational AI inside Microsoft Dynamics 365 Business Central.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
AI Financial Intelligence — screenshot from the Microsoft Marketplace listing

What it does

Generates profit and loss statements and balance sheets from the Business Central Chart of Accounts. Provides conversational AI for financial questions in natural language, including questions asked in any language and on mobile. Displays contextual charts and customizable financial templates. Results can be exported to Copilot, Excel, Word, and PDF.

Key capabilities

from the Microsoft Marketplace listing

Financial statements

Generates profit and loss statements and balance sheets using the Business Central Chart of Accounts.

Conversational AI

Answers high-level and ad-hoc financial questions through natural-language queries.

Contextual charts

Displays dynamic charts alongside financial insights in Business Central.

Financial templates

Provides customizable templates for financial reports.

Result exports

Exports results to Copilot, Excel, Word, and PDF.

Mobile access

Supports financial questions and delivers responses on mobile devices.

Use cases

  • Compare actuals with budgets in 2024 and present over- or under-budget results in a table with comments for each row.
  • Break down marketing spend by month and compare it with the same period in the previous year.
  • Show total sales by salesperson for the past 90 days, sorted from highest to lowest, with the win/loss ratio included.

Who it's for

Built for CFOs and finance teams.

How it compares

AI Financial Intelligence is paid and deployed in the cloud. Kaaria, Aleph Assistant, and Cypris Q have unknown pricing with cloud deployment. Financial Dashboard and Finance Connector for Power BI are paid cloud listings. The alternatives were updated in Sep 2023, Jan 2026, Aug 2026, Jun 2026, and Aug 2026 respectively.

NamePricingDeploymentUpdated
AI Financial Intelligencethis pluginPaidCloud
KaariaNot in catalog
Aleph AssistantPrice not publishedCloud
Cypris QPrice not publishedCloud
Financial DashboardPaidCloud
Finance Connector for Power BIPaidCloud

In the catalog

1,482 plugins in Dynamics 365 Business Central · Analytics

Price distribution: 40 free, 59 freemium, 637 paid, 746 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid

More from Data Courage

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What the vendor says

«Discover the why behind your data. AI Financial Intelligence brings real-time, conversational AI insights and dynamic contextual charts directly into Microsoft Dynamics 365 Business Central - helping you understand what’s happening in your business, and more importantly, why. From instant P&L and balance sheet …»

Official marketplace listing

Publisher
Data Courage
Updated on marketplace
Facts verified

Tags

financechatfinancialintelligence