https://store-images.s-microsoft.com/image/apps.50309.fc82869b-6314-46ed-9650-9dc428e98874.7e70307c-0dfa-4841-b019-cf97cb47a405.fa71c88e-3789-4057-a484-f13505a84ff6

AccountAnalyzer Agent

Boyer & Associates

Flexible, real-time access to your accounts in Microsoft Dynamics 365 Buiness Central

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.

At a glance

https://store-images.s-microsoft.com/image/apps.35891.fc82869b-6314-46ed-9650-9dc428e98874.7e70307c-0dfa-4841-b019-cf97cb47a405.db39abac-86b2-4761-9a7e-bd18b01311a0