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.
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.
Confirmed orders with delivery and payment dates. Feeds cash-in and cash-out weeks to months before invoicing.
GL entries and dimensions from Business Central. Foundation for pattern recognition and forecast.
Open AR/AP invoices with due dates, folded into your cash-in / cash-out calendar.
Multiple BC companies under one tenant? Cashplannr consolidates them.
Business Central orders show up in the forecast long before they turn into invoices.
One cashflow view across all your BC companies, with per-entity drill-down.
Cassy detects dips in your projected cashflow and warns before they happen.
Let us know you're interested. We'll reach out the moment the connection is live.
At launch the connection runs through the official D365 BC API and Microsoft Entra ID (Azure AD) OAuth, read-only scopes.
Initial history sync, then the connection runs continuously in the background.
No write actions on your Business Central tenant. Read-only.
Access via Microsoft's official identity flow, revocable by your tenant admin.
Processing and storage within the EU. GDPR-compliant.
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