Integrations · Microsoft Dynamics 365
Make Dynamics 365 AI-native. Without replacing it.
FullSeam puts AI agents on top of Microsoft Dynamics 365 to automate close, reporting, and accounting workflows, with built-in controls and audit trails. Build your own agents on your Dynamics 365 data with the oversight your finance team requires. Our team is a message away in a shared Microsoft Teams channel.
Connected data
What FullSeam works with in Microsoft Dynamics 365
FullSeam reads your Microsoft Dynamics 365 data alongside bank, billing, and supporting files, so agents see the full picture behind every account.
- General ledger and trial balance
- Legal entities and consolidated balances
- Customer invoices and payments
- Vendor invoices
- Bank accounts
- Supporting files and workpapers
What you get
AI agents on top of Microsoft Dynamics 365
Close and reconciliations
Agents reconcile balance sheet accounts across your legal entities, prepare journal entries, and route finished work to reviewers.
Cash application
Incoming payments are matched to open Dynamics 365 invoices, including partials and splits, and only the exceptions reach your team.
Custom reporting
Ask for the report you need and FullSeam builds it from live Dynamics 365 data, with a workbook behind every number.
Your own agents
Describe any workflow in plain English and FullSeam turns it into an agent that runs on your Dynamics 365 data, with review steps and an audit trail.
Setup
Live on Microsoft Dynamics 365 the same day
Connect Microsoft Dynamics 365
Your admin connects Microsoft Dynamics 365 during onboarding. Nothing in Microsoft Dynamics 365 changes, and there’s no migration.
Set it up with us
We configure your accounts, rules, and reviewers with your team in a working session.
Agents start working
Agents prepare reconciliations, entries, and reports, and your team reviews and signs off. Teams can be live the same day.
Security
Built for audited finance teams
Every agent action is logged, reviewed, and auditable, on infrastructure that's independently audited.
Read about security-
SOC 2 Type 2Independently audited controls -
HIPAACompliant safeguards -
SOC 1Customers have passed SOC 1 audits with FullSeam
Customers
Finance teams already run on FullSeam
- 100%
- automated
- 10+
- hrs/mo saved
“To keep pace with our rapid growth, we needed a solution that could scale with us without disrupting our existing processes. FullSeam understands our business context and automated our AP process without additional overhead.”
Judd Schoenholtz, CEO, Deferred
Read the Deferred case study
- 95%
- auto-validated
- 40-60%
- fewer disputes
“We went from people interpreting contracts to a system that actually understands them. That shift changed how confident we are in billing and cash collection.”
Jordan Wallach, CEO, Belfry Software
Read the Belfry Software case studyFAQ
FullSeam for Microsoft Dynamics 365 FAQ
Common questions from Microsoft Dynamics 365 teams evaluating FullSeam.
Do we have to replace or change Dynamics 365?
No. FullSeam runs on top of Dynamics 365. Your chart of accounts, processes, and reports stay as they are, and there’s no migration.
Can we build our own agents on Dynamics 365 data?
Yes. Describe the work in plain English and FullSeam turns it into an agent that runs on your Dynamics 365 data, with the review steps and audit trail your team requires.
Does anything post to our ledger without approval?
No. Journal entries and other changes are prepared with their support and routed to a reviewer. Nothing is final until your team signs off, and every action is logged.
How long does setup take?
Teams can be live the same day. We connect Dynamics 365 and set up your accounts, rules, and reviewers with you in a working session.
Is our data secure?
FullSeam is SOC 2 Type 2 compliant and HIPAA compliant, and our customers have passed SOC 1 audits with FullSeam in their close.
Keep your ERP. Lose the manual work.
See FullSeam run your close, reconcile your accounts, and build the reports and agents your team needs, on top of the ERP you already have. Live the same day.