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.

Trusted by revenue teams using Microsoft Dynamics 365 Finance

Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Branch 49
Liquified Solutions
Deepvest AI
Model N
Chakra Consulting
Swiftly
Creative Mines
Key Benefits

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 It Works

How Microsoft Dynamics 365 Finance Connects to Steerco

  1. 01

    Connect

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

  2. 02

    Sync

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

  3. 03

    Present

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

Use Cases

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
Microsoft Dynamics 365 Finance
Steerco

Ready to Connect Microsoft Dynamics 365 Finance?

See how Steerco delivers end-to-end revenue execution with live data from Microsoft Dynamics 365 Finance and 600+ other integrations.