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Enterprise ERP integration

Finero + Microsoft Dynamics 365

Integrates with Dynamics 365 Finance and Business Central. Finero owns the AR sub-ledger workflow while Dynamics stays the system of record.

Manufacturers and distributors on Dynamics gain a modern collection workflow without a new ERP project.

What the Microsoft Dynamics 365 integration does, end to end.

  1. 1. Sync

    Microsoft Dynamics 365 sends open AR, customer master and terms into Finero on a continuous basis.

  2. 2. Chase

    Fin chases per-invoice across email, SMS and chat. Respecting your customers' credit terms.

  3. 3. Collect

    Buyers pay card or ACH on hosted Finero pages, routed through your existing payment provider.

  4. 4. Reconcile

    Cash is matched to invoices at the line level and posted back to Microsoft Dynamics 365 with audit trail.

How the Dynamics 365 sync works

Finero connects to Dynamics 365 Finance or Business Central: open invoices, customer master, and aging flow in continuously; cash receipts post back against the invoices they settle. Dynamics stays the system of record and the AR sub-ledger stays clean. No manual journal entries, no overnight exports.

Every posting carries an audit trail; payments that can't be confidently matched surface as exceptions for review.

Related: Cash application automation in depth

Dynamics collections features vs an autonomous layer

Dynamics 365 Finance ships collections tooling. Collection letters, aging snapshots, collector work queues, and process automation for scheduled outreach. Like most ERP-native modules, it organizes the work for a human team. Finero adds execution: an agent that works each invoice across email, SMS, and chat, takes card and ACH payment on hosted pages through your existing processor, triages disputes, and applies cash at the line level back into Dynamics. Escalating only the exceptions.

Related: What is autonomous AR? · Comparison guide

Common questions about the Microsoft Dynamics 365 integration

Does Finero write back to Microsoft Dynamics 365?

Yes. Cash receipts, credit memos and reconciliation entries are posted back to Microsoft Dynamics 365 via its native API. Every action is auditable.

Will the integration affect our Microsoft Dynamics 365 close?

No. Finero respects your accounting periods. Cash receipts are dated by settlement date and post to the correct period.

How long does the Microsoft Dynamics 365 connector take to deploy?

Core goes live in 0-1 days. Custom implementations take 1-2 weeks.

Can we keep our existing payment provider?

Yes. Finero is processor-agnostic: Stripe, Adyen, Worldpay, Authorize.Net and others all work with the Microsoft Dynamics 365 connector unchanged.

Do we keep using Dynamics as the system of record?

Yes. Dynamics 365 stays the ledger; Finero owns the workflow between invoice and applied cash.

Run AR on Microsoft Dynamics 365? Let's show you Finero on it.

Book a 30-minute demo with a Finero expert. See how Finero chases, collects, and reconciles invoices end-to-end.

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