What’s new with AI in Business Central

The conversation around AI in finance is louder than ever, but beneath the buzzwords, something real is happening. And it’s happening inside Microsoft Dynamics 365 Business Central.

At Alta Vista, we help finance teams across industries move faster, work smarter, and simplify the complex. That’s why we’re paying close attention to how AI is showing up in the tools our clients use every day, and right now, all eyes are on Copilot.

Let’s break down what’s new, what’s real, and what’s actually useful. 

From sidekick to agent: Copilot is taking the wheel

The biggest shift? Copilot isn’t just a helpful sidebar anymore. It’s now agent-based, meaning it can actively collaborate with you, not just react to your prompts. 

In real terms, that meanest tasks like bank reconciliations, invoice creation, and journal summaries can be handled with fewer clicks, less friction, and more accuracy. For busy finance teams (especially industries like professional services or project-based nonprofits), this is a massive efficiency boost. 

Talk to your data like a human

No more waiting on custom reports or digging through tabs. With natural language queries, you can ask Copilot questions like: 

• “What were our top five expenses last month?”
• “Which customers are behind payments?” 
• “How did our revenue compare to last quarter?” 

And just like that, Copilot surfaces the answer with context. Not just data, but insight.

Built-in

Here’s the real differentiator: Copilot is native to Business Central. It’s not a third-party tool or afterthought, it’s built directly into the Microsoft ecosystem.

That means it already understands your company structure, dimensions, workflows, and data relationships. It’s not just guessing, it’s working from a full picture.

In this video, I elaborate on how financial agents and operational agents inside Copilot are transforming everyday accounting tasks into smarter, faster workflows.

Why it matters

For finance and accounting teams still buried in spreadsheets and manual work, Copilot changes the game. It automates the routine, streamlines the repetitive, and frees you up for the strategic.

AI isn’t on the horizon anymore. It’s already in your system, if you’re on Business Central. And if you’re not? This is exactly the kind of innovation you’re missing.

Ready to see it in action? 

We want to show you what Copilot can actually do. Schedule a demo today and take the first step toward smarter, faster finance.

‍