Reconcile Smarter, Close Faster with Microsoft Dynamics 365

Powered by Trintech’s AI Financial Close

AI Financial Close – Built for Microsoft Dynamics 365

Microsoft Dynamics runs your business. Trintech runs your close.

Trintech connects directly with Microsoft Dynamics 365 Finance, Business Central, and AX to eliminate the manual work and disconnected processes slowing down the close. With a Microsoft Dynamics–certified, pre-built connector, Trintech delivers seamless two-way data flow, automated reconciliations and journals, and real-time visibility – so your team can close faster, reconcile smarter, and report with confidence.

This isn’t another add-on. It’s AI-powered financial close automation designed to work with Dynamics – not around it.

Your Microsoft Dynamics Environment, Amplified by Trintech

Because your ERP alone isn’t built for the close.

Still managing reconciliations and journal entries outside Dynamics? That’s manual risk hiding in plain sight.

Trintech closes the gaps by embedding AI Financial Close automation directly into your Microsoft Dynamics ERP – eliminating duplicate data entry, spreadsheets, and email-driven approvals.

Trintech’s Microsoft Dynamics-certified connector reduces integration time, cost, and risk while delivering a single, real-time view of your financial close across every entity and region.

Web_ERPIntegration_Infographic_MicrosoftDynamics

Another key factor in our decision was Trintech’s alignment with our technology strategy. While Trintech is ERP-agnostic, Trintech also provides the first and only financial close solution embedded in Microsoft Dynamics 365, enabling companies to close with confidence and automate their close process natively within Dynamics 365.”

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Finance professionals collaborating on tablet using Trintech integration with Microsoft Dynamics ERP for financial close

Seamless Integration. Smarter Automation. Real-Time Results.

Break down silos and speed up your close with a pre-built connector that integrates Microsoft Dynamics directly with Trintech’s AI Financial Close platform.

Trintech’s certified Microsoft Dynamics connector enables real-time financial data exchange – eliminating manual uploads, imports, and reconciliation headaches.

With AI-powered Financial Close, finance and accounting teams can:

  • Automatically post journals and track approvals through real-time dashboards
  • Instantly extract high-volume reconciliation data with zero latency and zero rework
  • Use AI-driven risk detection to prioritize what actually needs attention
  • Gain end-to-end visibility across every close task – inside and beyond Dynamics

Everything syncs directly with Microsoft Dynamics-no extra middleware, no workarounds.  

Trintech Boomi

Unlike generic cloud integrations, Trintech hosts Boomi in our own secure data centers, empowering organizations to connect to critical systems faster with minimal cost and IT burden, all without sacrificing control or security.

Built-In Security. Financial Confidence.

Professional using Microsoft ERP financial close software integrated with Trintech to streamline accounting tasks

Upgrading or Migrating to Microsoft Dynamics? Don’t Wait.

Automation shouldn’t come after migration. That’s how delays happen.

By implementing Trintech before or during your Dynamics migration, you can:

  • Accelerate time-to-value and adoption
  • Improve data quality and reconciliation accuracy
  • Reduce post-go-live rework

Real Customers. Real Results.

Team collaborating on laptop using Trintech Microsoft ERP integration for automated financial reporting

Velosio Reduces Days to Close by 2 Business Days with Adra® by Trintech

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Since implementing, Velosio has:

  • Reduced month-end close by 2 business days
  • Replaced manual spreadsheets
  • Improved visibility, accuracy, and audit readiness

The integration of our ERP, Microsoft Dynamics 365, in Adra Balancer has helped us significantly because if we make an adjusted journal entry, it automatically takes a reconciliation that has been completed and moves it back to the preparer. This automatically reminds our team to update the balance sheet reconciliation.”

Bryan Redic Accounting Controller
Professional using Microsoft ERP financial close software integrated with Trintech to streamline accounting tasks

Proshop Reduces Bank Reconciliation Process from 5 Hours to 10 Minutes with Trintech

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Since implementing, Proshop has:

  • Cut daily bank reconciliation
  • Enabled automatic matching
  • Replaced manual spreadsheets

Out of approximately 6,000 daily reconciliations, there might be 50 exceptions that need human intervention, which only takes the team about 10 minutes to handle. Compared to the previous 4-5 hours spent daily on 4,000 line items, that’s a huge win for us.”

Erik Dam Chief Financial Officer
Finance professionals collaborating on tablet using Trintech integration with Microsoft Dynamics ERP for financial close

Clas Ohlson Saves Time, Money and Staff by Automatically Reconciling with Adra® by Trintech

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Since implementing, Clas Ohlson has:

  • Reduced monthly reconciliation
  • Scaled efficiently without adding headcount
  • Automated high-volume store and payment reconciliations

 

The time saved each month is enormous. Just reconciling the 54 Swedish stores would take several days a month. Now, with Adra, it’s done in one hour.”

Anna Eriksson Account Manager

FAQs

How long does Microsoft Dynamics integration take?

 Implementation times vary by Dynamics version and data scope, but our pre-built connector enables rapid setup, testing, and validation.

Does Trintech support real-time synchronization?

 Yes. Real-time or scheduled sync options keep Dynamics and Trintech data aligned for continuous visibility.

How does Trintech handle Dynamics updates?

Our Microsoft Dynamics certified connector is maintained leveraging Microsoft updates to ensure continuous compatibility and zero data disruption.

What is the main benefit of Trintech’s Microsoft Dynamics integration?

 End-to-end automation that eliminates manual effort, accelerates reconciliations, and strengthens financial accuracy – all within your existing ERP ecosystem.

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