For Microsoft Dynamics 365 Finance & Operations · and legacy GP, NAV, AX, SL
Dynamics records the transaction.Vakari does the rest.
We believe finance operations can run themselves, with your team in control. Powered by data, run by agents, confirmed by your team. Whether you’re scaling on Finance & Operations or deciding where to take a decades-old GP, NAV, or AX estate, Vakari orchestrates a connected spine — procurement, AP, contracts, and the close — on one data model, run end to end by agents that do the work and validate it, with your team confirming every step. Not a bot that automates a click. An agent that owns the outcome.
Vakari Agents do the work — and audit it.
Vakari is accountable for the work; your team oversees it and focuses on operational excellence. The AI inside Dynamics today drafts text and summarizes records — the decision-heavy work still lands on your people, an army of consultants, and a wall of spreadsheets. Vakari Agents assist, complete, and check each task below, so finance scales without scaling headcount.
Dynamics today
The work comes back to your team
- ✕Invoices keyed by hand, or captured by yet another bolt-on ISV
- ✕Three-way match run manually before anything can post at scale
- ✕An overbill against the contract is invisible — nobody reads the clause
- ✕Procurement lives outside the ERP, so spend isn't captured at the source
- ✕Payroll runs in a separate system that never reconciles back on its own
- ✕Multi-entity, multi-ERP consolidation stitched together in spreadsheets
- ✕The close waits on manual JEs, sub-ledger recs, and a pre-close chase
- ✕Every change means X++ work, a partner ticket, and upgrade-regression risk
With Vakari
The agent owns it, end to end
- ✓Reads any invoice and codes it on arrival — no re-keying, no side-car
- ✓Runs 2/3-way matching against PO and receipt, then posts the ones that fully match
- ✓Validates against the contract clause — catches the overbill before payment
- ✓Captures procurement at the source, so spend is on the record before it becomes an invoice
- ✓Consolidates from live data across entities — one model, not one company at a time
- ✓Drafts accruals and JEs upstream, so the close is already half done
- ✓Configured, not coded — new policy is a rule change, not an X++ release
The gaps Vakari was built to close
The gaps that show up on the connected spine of procurement, AP, contracts, and the close — the work Dynamics records but was never designed to run — from F&O at scale to legacy GP, NAV, and AX estates.
01No touchless AP without a bolt-on
Invoice capture, coding, matching, and routing need a third-party ISV that sits beside the ERP. Vakari runs payables end to end, one agent, one record.
02Three-way match is a manual slog
At F&O volumes, keying invoice lines into a comparable format eats real hours. The agent matches automatically and posts the ones that fully match.
03Contracts sit unused
The signed agreement is a filed PDF; the invoice is never checked against its terms. Vakari makes the clause a live control on every invoice.
04Multi-entity consolidation is heavy
Different charts, currencies, eliminations, and separate environments turn close into a part-time job. Vakari consolidates from one connected model, live.
05Approvals stall with no visibility
Complex, multi-level policies outgrow native workflow and scatter across email and Teams. The agent routes, escalates, and shows where everything stands.
06Accruals and the close are manual
Reconciliation gaps, manual JEs, and a pre-close chase for missing invoices. Vakari prepares every accrual from the record — including complex entries tied to depreciation, amortization, and reversals — and monitors the sub-ledger continuously.
07Customization means upgrade risk
X++ extensions built to fit your process must be re-tested and reworked at every release wave. Vakari adapts by configuration — policy changes without a code release.
08The legacy migration is stranded work
Moving off GP, NAV, AX, or SL means rebuilding customizations, reports, and add-ons from scratch. Vakari runs the finance spine on top — independent of the ERP underneath.
Every stage of work.
One record.
In Dynamics a contract is a PDF in a folder — or a field in a module no one connects to AP. In Vakari it’s a live control, tied to the vendor, the invoice, and the accrual, doing work the whole way through the spine.
Start where the data is born: procurement → AP → close. The more captured at the source, the more the agent can decide downstream.
01 · Procurement
Vakari drafts the request
Vakari reads your procurement policies and the vendor’s own terms — price, renewal window, approval chain — and drafts a compliant, coded request against the right vendor within seconds of a quote, before the auto-renew locks in.
→ PR drafted · $48,000 · +7% CPI per §4.2
02 · Accounts Payable
Vakari checks the invoice
When the invoice arrives, the same clause validates the unit price in real time. An overbill against the master agreement is caught and held before payment — exception, clause, and variance in one place.
! §4.2 caps at $38.00 · $3,400 held
03 · Accounting Close
Vakari drafts the entry
By close the accrual already exists — drafted from the same contract terms, traceable to the source clause. Reconciliation has nothing to reconcile, because the record was connected the whole time.
✓ recon 98% · nothing out of sync
Dynamics stays your system of record. Vakari orchestrates the connected work around it — validating the vendor, the invoice, and the accrual against one contract — and posts back to Dynamics.
Agentic capabilities
Work that took three or four people, run by one agent.
Not automation of a click — an agent that reasons over your Dynamics data, decides with accuracy and policy, and validates its own work before a human ever confirms.
01
Auto-completes ERP tasks
Opens, fills, and completes Dynamics transactions end to end — request to PO to posting — accurately and in policy. Done, not queued.
02
Lease → ASC 842 memo
From a lease request: classify, build the schedule, draft the audit-ready memo, and post the amortization JEs straight into Dynamics.
03
Watches the sub-ledger
Continuously monitors for vendor fraud, variances, and erroneous transactions across entities — catching what a monthly review never would.
Every point tool is a side-car. Vakari is one record.
Coupa for procurement, Tipalti for payables, BlackLine for the close — each one sits alongside Dynamics as a separate data model you sync, reconcile, and chase an audit trail across. The hand-off between them is where visibility dies.
“These disconnected systems create deep operational silos — data breakdowns, reconciliation bottlenecks, and delayed closes.”— A recurring theme across multi-entity Dynamics finance teams. Vakari removes the silos by running the spine on one record.
Contact us to learn more.
Built for multi-entity enterprises on Finance & Operations — and for teams deciding where to take a legacy GP, NAV, AX, or SL estate. Thirty minutes is enough to see it on your own process.
Contact us to learn more
