AccountAnalyzer Agent

AccountAnalyzer is a Boyer custom AI agent built with Copilot Studio. It is designed for finance professionals, controllers, and business analysts and can help your team surface key insights from your ERP.

Capabilities:

• Analyze specific GL accounts: Search by G/L account number, name, category, or subcategory.
• Compare budget vs. actual spend: Automatically calculate differences when both values are available.
• Apply date filters: Retrieve balances and budgets for specific dates or periods.
• Filter by Business Central dimensions: Apply Global Dimension filters (department, project, cost center) for targeted insights.

Key Benefits

• Ask questions in natural language
• Delivers fast, actionable insights
• No need to access Business Central
• Eliminates the need to navigate complex financial reports
• Ideal for decision-making, reconciliation, and audit preparation

Let AI agents help you transform the way you work!

Note: This agent is free for customers who bring their Microsoft 365 Copilot and Microsoft Dynamics 365 Business Central licenses to Boyer. Customers who keep their licenses elsewhere incur a $5,000 fee.