Skalable AI
Bank Reconciliation AI, Risk & Compliance AI and the AI Assistant bring AI into Dynamics 365 Finance & Operations: rules first, people deciding and a record of every step. For AI in other workflows, such as documents and operations, see our AI use cases.
Watch them work
Narrated walkthroughs with captions and chapters. No sign-up.
1:39 · Narrated · captionsBank Reconciliation AISkalable AI for Bank Reconciliation, live with Dynamics 365Import a statement, see each proposed match with its evidence, and approve it in the Dynamics 365 worksheet.9 chapters · Microsoft demo data · no sign-up
2:17 · Narrated · captionsAI Assistant for Dynamics 365Skalable AI Assistant for Dynamics 365Ask by chat or by voice and follow the highlighted steps to the right page, with your team making every business choice.10 chapters · Microsoft demo data · no sign-upWhat AI changes in the work
Bank reconciliation, controls monitoring and guided navigation inside Dynamics 365 Finance & Operations.
Work that took hours is prepared for review. One finance team reported a bank reconciliation process going from 6.5 hours to under 30 minutes.
See the scope of that resultExceptions arrive with their reason. When a control rule is breached, Risk & Compliance AI opens a case with the evidence attached.
Risk & Compliance AI (early access)AI proposes; people decide. Your team accepts, rejects or changes every proposed bank match in the Dynamics 365 worksheet.
Bank Reconciliation AIWho created or changed a control rule or case, and when, is recorded, and audit entries are synchronized back to Dynamics 365.
How evidence is keptThe products
Each one solves a specific finance or adoption problem in Dynamics 365. The status label tells you exactly where each product is today.
Matches bank statement lines to Dynamics 365 and proposes reconciliations your team accepts or rejects.
Running today for a multi-entity finance team on Dynamics 365.
Continuous control monitoring for Dynamics 365, with cases, owners and evidence for every exception.
The first release of core controls is complete. Early-access customers shape what ships next.
A guide inside Dynamics 365 that takes people to the right screen and helps them complete it correctly.
See it working live on Dynamics 365 Finance & Operations.
Looking for invoice and AP automation? That is Skalable Stream (opens in a new tab) ↗.
How we build AI
Finance teams cannot use AI they cannot explain to an auditor. Every Skalable AI product follows the same four rules.
Deterministic rules do the filtering and the critical checks. AI is used for the judgment calls it is good at, and its reasoning is logged.
Proposals are accepted or rejected by your team. Critical actions need human approval, and AI cannot override a financial control.
Our products work with your Dynamics 365 data, roles and legal entities rather than copying the ERP somewhere else.
Processing logs, audit entries and model logs let your team and your auditors see what happened and why.
What happens next
No black box and no open-ended pilot. You know what you are getting at each step.
A live demo of the product you are interested in, on a Dynamics 365 environment, with your questions answered as we go.
A short working session on your entities, accounts, controls or processes, followed by a written proposal with scope, timeline and price.
We configure the product for your environment and validate it with your team before anything reaches production.
Go live with your people reviewing the results, and a named Skalable team supporting and improving it.
FAQ
All three are built for Microsoft Dynamics 365 Finance & Operations. If you run Business Central or another ERP, talk to us about your situation.
No. Bank Reconciliation AI proposes matches that a person accepts or rejects. Risk & Compliance AI runs critical controls as deterministic rules and cannot approve or override a control. The AI Assistant never chooses records, IDs or amounts for a user.
Bank Reconciliation AI is in production. The AI Assistant is available for live demos. Risk & Compliance AI has completed its first release and is in early access. Each product page shows its current status.
Invoice and AP automation is delivered by Skalable Stream, which has its own website at skalablestream.com.
Request a demo of the product you are interested in. We reply within one business day to arrange a time.
Tell us which product you are interested in and what you run today. We reply within one business day to arrange a live demo.