MD
Accounting Integration

Steerco + Microsoft Dynamics 365 Finance

Connect accounting data directly to executive-ready presentations. Connect Microsoft Dynamics 365 Finance to Steerco and eliminate manual data entry from your executive presentations — forever.

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Why Connect Microsoft Dynamics 365 Finance to Steerco?

Stop copy-pasting data into slides. Let Steerco pull live Microsoft Dynamics 365 Finance data into every executive presentation automatically.

1

Financial Data Pipeline

P&L, balance sheet, and cash flow data flow into board decks without exporting CSVs or building formulas.

2

Audit-Ready Narratives

Steerco pulls live accounting data and wraps it in strategic context — what changed, why it matters, and what leadership should know.

3

Consistent Numbers

Sync ensures your presentation figures match your books. One source of truth, zero copy-paste errors.

How Microsoft Dynamics 365 Finance Connects to Steerco

1

Connect

Authenticate Microsoft Dynamics 365 Finance with OAuth. Steerco handles the handshake — no API keys, no engineering required.

2

Sync

Data flows bi-directionally on your schedule. Near real-time or nightly batch — you choose the cadence.

3

Present

Steerco's AI agents turn raw Microsoft Dynamics 365 Finance data into strategic, board-ready narratives — in minutes, not days.

Built for High-Stakes Presentations

Common use cases for Steerco + Microsoft Dynamics 365 Finance:

Board financial updates budget reviews quarterly financial reports and audit presentations

Ready to Connect Microsoft Dynamics 365 Finance?

See how Steerco eliminates the Presentation Tax with live data from Microsoft Dynamics 365 Finance and 600+ other integrations.

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