Every finance team understands what R2R financial reporting demands, but still, a lot of teams face challenges with the closing process. In Dynamics 365 F&SCM, the record to report process is sequential by design.
It begins with journal entries, then trial balances load, and then comes consolidation. One error at any point and the entire chain of sequences fails. Even a dimension mismatch, posting error or an elimination that doesn’t balance it propagates further until you see an issue in the financial statement at the month end.
DynaTech's R2R Financial Close AI Test Automation agent closes that gap. It executes and validates the complete financial close sequence autonomously, flagging failures before they reach your GL or financial statements.
Microsoft Copilot is a GenAI-enabled productivity tool you can use to navigate the interface, draft summaries, and get task guidance through natural language. It is not designed to;
DynaTech's R2R Financial Close AI Test Automation agent is purpose-built for close validation execution. We have built the record to report automation agent to operate in an environment where
As a result, finance teams receive a tested and well-built validation engine that Copilot was never intended to be.
DynaTech's agent progresses through each R2R process in the finance step and evaluates outputs. The moment our agent sees an unexpected result, the execution pauses, and deviation is flagged. Not just flagged, it provides step context and entity detail, preventing any errors from disrupting the sequence ahead before it compounds into something harder to unwind at month's end.
Azure Open AI takes care of entity-aware validation logic, and it compares the expected against the actual balance at each close step. This means, the R2R finance process automation AI agent evaluates whether all outputs are correct relative to the configured parameters for every legal entity, including;
Since finance teams need end-to-end clarity on every entity and process, we have built the R2R finance agentic AI solution with an audit trail, where every step is logged with complete details, entity context, expected output, and actual output. This means the finance and audit teams receive structured documentation of what’s tested, what’s passed, and what failed.
Dimension mismatches in D365 F&SCM are among the most common sources of close failures that go undetected until reconciliation. The agent verifies dimension consistency across.
While the automated record to report process, our agent also flags misalignments before they propagate into financial reporting.
Issues in the money-end financial processes show quietly when the reports don’t align. Mistakes like;
These things aren’t easy to capture until the outputs are misaligned at reconciliation. Where manual cross-checking of trial balances, elimination entries, and reporting outputs is time-consuming, DynaTech’s R2R financial reporting streamlines everything, leaving zero room for error.
DynaTech's R2R Financial Close AI Test Automation agent executes the complete financial close sequence within Dynamics 365 F&SCM, accessed through APIs and configured integration layers without changing any existing core ERP schema
If any failures are there, they surface with step context, complete entity details, and the exact point of deviation.
All this information is available within Microsoft Teams and accessible as a consolidated report.
User Query: Run a full financial close validation across all active legal entities before the month-end close window.
The agent initiates the close sequence across all configured legal entities it can access through D365 APIs and integration layers that we can configure during deployment. It progresses each entity through;
To these, the agent applies entity-specific validation logic at every step. Any balance discrepancy, dimension inconsistency, or posting failure is surfaced with entity context and failure detail, before it reaches the financial statements.
User Query: Confirm all intercompany eliminations have been posted correctly before consolidation runs.
The agent scans intercompany transaction records across legal entities, cross-references elimination entries against expected consolidation rules, and flags any unbalanced or missing eliminations.
The finance team receives a structured report, which includes a prioritized list of exceptions to resolve before consolidation proceeds. This is a record to report example where a day of manual reconciliation is compressed into a targeted exception review.
User Query: Validate dimension assignments across all journal entries after this week's D365 configuration update.
For consistency check on the R2R process in finance, our AI agent evaluates;
This same process, when done manually, required days of manual review, but with DynaTech’s automating record to report AI solution, it surfaced before the close window opened.
| Business Challenge | Agentic AI Solution |
| A silent failure in journal entry posting carries forward into faulty financial statements without early detection. | The agent executes each close step sequentially and validates outputs before advancing them to the next stage while surfacing failures early before downstream impact occurs. |
| Manual cross-checking of trial balances, dimension codes, and elimination entries takes extensive time due to the complexity of the task, and it also creates audit exposure. | Azure OpenAI applies entity-aware validation logic per legal entity, evaluating outputs against configured business rules rather than relying on manual review cycles. |
| Manually doing the work, accountants spend days validating reporting outputs that could be verified programmatically. | Automated validation of reporting outputs, consolidation results, and intercompany eliminations reduces close verification from days to hours. |
| Every D365 configuration update risks breaking close test coverage with no bandwidth to rebuild it. | The agent applies contextual validation parameters that adapt to configuration changes, keeping close coverage intact without manual script maintenance. |
DynaTech's R2R Financial Close AI Test Automation operates across clearly separated layers.
At the end, all results are structured and delivered back to Teams as a consolidated validation report, ready for immediate action.
DynaTech's R2R Financial Close AI Test Automation is deployed as an extension to your existing Dynamics 365 F&SCM environment. No core ERP schema changes are required, and the deployment exercise covers;
DynaTech's team configures the agent against your specific legal entities, close workflow steps, and consolidation rules. Where the standard deployment timeline is between 8 and 12 days, if you want additional configurations, the timeline can change according to the work scope.
Several finance teams are still running the record to report process manually, and they come across several financial and reporting issues, which are easily preventable. With the implementation of our agent, the ROI is quick and expansive, including faster close cycles, cleaner audit trails and fewer month end surprises.