Automate the Routine. Put Finance on the Exceptions.
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Microsoft Dynamics runs your financial operations. Trintech gives Finance a purpose-built layer to control and automate the reconciliation and close processes around it – so more transactions doesn’t mean more people.
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.
Trintech + Microsoft Dynamics — Powerful Together
Watch how Trintech automates the routine reconciliation and close work around Microsoft Dynamics 365 — surfacing exceptions for Finance to review, instead of adding headcount to keep pace with transaction growth.
It’s Not the ERP. It’s What Grows Around It.
Because your ERP alone isn’t built for the close.
Microsoft Dynamics 365 gives Finance a strong ERP foundation. The problem isn’t the ERP itself — it’s the manual processes that keep building up around it. Spreadsheet matching, email approvals, and the one person who really knows how the process works start a chain every finance team recognizes
Dynamics Runs the ERP. Trintech Runs the Close.
Trintech doesn’t replace Microsoft Dynamics 365 — it adds a purpose-built layer for reconciliation, exception management, and financial close around it, giving Finance direct ownership of the process instead of relying on spreadsheets, manual work, and IT support.
- Grow the business, not the reconciliation team
- Automate the routine – surface only genuine exceptions for review
- Give Finance direct ownership, with less reliance on IT
- ERP-agnostic platform – supports Dynamics today and whatever comes next
Use Cases
Automate the Routine
Match cash, prepayments, accruals, and other balance sheet accounts automatically — not just bank feeds — so Finance spends time on exceptions, not repetitive matching.
Close Ownership, Back with Finance
Replace spreadsheet trackers and email chains with a governed close workflow Finance owns directly — with far less day-to-day reliance on IT.
More Transactions, Not More People
Certify every balance sheet account on its own schedule, so rising transaction volume doesn't force you to add headcount just to keep pace.
End Key-Person Dependency
When the close lives in a governed platform instead of one person's spreadsheet, coverage and controls don't disappear when they do.
No Gaps During Migration
Keep reconciliation consistent for entities not yet on Dynamics 365, so a phased ERP migration never means a gap in control.
Complements Dynamics, Doesn't Duplicate It
Integrates cleanly alongside your existing Dynamics 365 environment, adding automation and control without disrupting your system of record.
Your Dynamics Data, Protected at Every Stage
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 + Microsoft Dynamics – Real Results, Real Impact
"When we make an adjusted journal entry in Microsoft Dynamics 365, it automatically returns a completed reconciliation to the preparer — a built-in reminder to update the balance sheet."
"Out of roughly 6,000 daily reconciliations, only about 50 exceptions need human intervention — around 10 minutes of work, compared to 4–5 hours previously spent on 4,000 line items."
"We would never meet our monthly reconciliation deadlines without Trintech — a manual approach would mean hiring more people just to keep pace."
Microsoft Dynamics Customer Stories
Microsoft Dynamics Integration, Explained – FAQs
Does Trintech replace Microsoft Dynamics 365?
No. Trintech doesn’t replace or compete with Dynamics 365 — it adds a dedicated reconciliation, matching, and close layer around your existing ERP, so Finance gets automation and control without disrupting your system of record.
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.