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Cashplannr × Dynamics 365 Business Central Coming soon

Cashflow on your Dynamics 365 Business Central environment.

This connection is in development and will be live soon. Sign up to be the first to know.

What does this integration do?

Cashplannr is actively building the connection to Microsoft Dynamics 365 Business Central. Once live we'll use the order layer, general ledger and open invoices to make cash-in and cash-out visible, consolidated across multiple companies within the same tenant.

What data do we sync?

Sales and purchase orders

Confirmed orders with delivery and payment dates. Feeds cash-in and cash-out weeks to months before invoicing.

General ledger

GL entries and dimensions from Business Central. Foundation for pattern recognition and forecast.

AP / AR

Open AR/AP invoices with due dates, folded into your cash-in / cash-out calendar.

Companies

Multiple BC companies under one tenant? Cashplannr consolidates them.

What do you get?

Order cashflow visible

Business Central orders show up in the forecast long before they turn into invoices.

Multi-company consolidation

One cashflow view across all your BC companies, with per-entity drill-down.

Proactive alerts

Cassy detects dips in your projected cashflow and warns before they happen.

How to connect?

01

Sign up

Let us know you're interested. We'll reach out the moment the connection is live.

02

OAuth via Microsoft Entra

At launch the connection runs through the official D365 BC API and Microsoft Entra ID (Azure AD) OAuth, read-only scopes.

03

Live

Initial history sync, then the connection runs continuously in the background.

Secure & GDPR-compliant

Read-only

No write actions on your Business Central tenant. Read-only.

Microsoft Entra ID (OAuth)

Access via Microsoft's official identity flow, revocable by your tenant admin.

EU hosting

Processing and storage within the EU. GDPR-compliant.

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