Reconcile Smarter, Close Faster with Microsoft Dynamics 365

Powered by the Trintech AI Platform

Trintech integrates directly with Microsoft Dynamics 365 Finance and Business Central to eliminate manual work and disconnected processes. With a certified, pre-built connector, it enables seamless two-way data flow, automated reconciliations and journals, and real-time visibility—so teams close faster, reconcile smarter, and report with confidence.

This isn’t just another add-on—it’s AI-powered financial close automation built to work within Dynamics, not around it.

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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.

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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.

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 the Trintech AI 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:

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

Trintech Boomi Connector 

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.

Pre-built connector linking NetSuite ERP to Trintech financial close platform

Built-In Security. Financial Confidence.

Your Microsoft Dynamics data fuels your business. Protecting it isn’t optional. Whether your Microsoft Dynamics environment is on-premise, in the cloud, or both, your data is protected at every stage of the AI Financial Close.

Trintech’s Microsoft-certified solutions are built with security and compliance at the core, verified through:

  • SOC 1 Type 2
  • SIC 2 Type 2
  • ISO 27001
  • CSA Star

Trintech AI Platform security and governance overview

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:

  • improve data quality and reconciliation accuracy,
  • reduce post-go-live rework and
  • accelerate time-to-value and adoption

Real Results. Real Impact.

“The integration of our ERP, Microsoft Dynamics 365, to Trintech 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.”

“The largest benefit we’ve experienced has been significant time savings. 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.”

“We would never be able to meet our deadlines for reconciliations every month without Trintech. A manual approach would mean that I could not do my job, or we would need to hire more people. It’s hard to imagine that there was any other way before Trintech.”

Frequently Asked Questions

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.