The AI agent that works inside Dynamics 365 Finance & Operations
Users ask questions and give tasks in plain language. RyvFnoAI reads live data, works through the same business logic as the forms, and saves nothing until the user clicks Confirm. In the cloud and on-premises, with your own AI model.
From a question to a confirmed change
The user asks in the F&O side panel, on any form.
The agent plans and calls tools on the AOS, interactively or in batch.
Every tool runs with the user's F&O rights and company access.
Changes come back as a preview card. The user clicks Confirm or Cancel.
Answers, files and reports stay in the session history.
What RyvFnoAI does
Runs where your F&O runs
A native X++ extension. On-premises customers get an AI agent without moving to the cloud.
Server-side runs
The whole agent loop runs on the F&O server. Long tasks move to a batch job, so the browser can be closed.
Confirm in the system
Every create, update or delete is a preview first. If the record changed since the preview, nothing is saved.
Live steps
The user sees each step while it runs: which tool, which table and what it found.
Large volumes
Exports of hundreds of thousands of rows to Excel or CSV run in batch and are attached to the conversation.
Data access guard
F&O table and field permissions and company access apply to every tool, including raw SQL reads.
Your AI provider
You choose the model and use your own key. Model usage is billed by the provider directly, typically cents per question.
Extensible
Add your own tools in X++ through a public extension API, or connect MCP servers.
Agent Library
Seven ready-made agents for finance and operations, imported through Data management.
Seven agents, ready to import
Each agent is a set of instructions plus the tools it may use. Agents that change data always go through Confirm. Built and tested on Contoso demo data.
Credit & Collections
Overdue balances, credit limit breaches, collection priorities and customer blocking with confirmation.
changes data with ConfirmWhich customers are over 60 days overdue? Top 10 by amount.
AP Invoice Check
Checks a vendor invoice, as a PDF or pending in F&O, against the purchase order and product receipts.
read-onlyCheck this invoice against the PO.
Master Data Quality
Finds incomplete or inconsistent customer and vendor data and fixes it in bulk with confirmation.
changes data with ConfirmWhich vendors have no payment terms?
Sales Order Desk
Order status, shipping dates, late and held orders, and short replies for the customer.
read-onlyWhich open orders for this customer are late?
Inventory
On-hand and available stock by site and warehouse, shortages and slow-moving items.
read-onlyWhich items are below minimum stock at site 1?
Period Close Assistant
Month-end checklist with counts and amounts. Posting and closing stay with the user.
read-onlyRun the month-end checklist for last month.
F&O Helpdesk
Answers "how do I" questions from your knowledge base and F&O metadata and opens the right form.
read-onlyHow do I put a customer on hold?
One subscription per production environment
RyvFnoAI is licensed per F&O production environment, with plans by the number of agent users. Sandbox, test and development environments of the same customer are included.
Included
- RyvFnoAI for F&O, cloud and on-premises
- All built-in tools and the Agent Library
- Product updates during the subscription
- Support for product defects by e-mail; Premium support available
Not required
- No per-user Microsoft Copilot licences
- No Copilot Studio or Power Platform capacity
- No extra Microsoft subscriptions
Pricing and partner terms on request.
See it live on your F&O
RyvFnoAI 1.1 Beta is open for evaluation in customer sandboxes. Write to us and we will show it on Contoso data or set up a pilot in your sandbox.
Write to yevgenii@ryvsoft.com