Microsoft: 365, Copilot, Azure, Fabric, Business Central
- Microsoft 365
- Copilot
- Azure
- Fabric
- Business Central
- Power BI
Most of our clients work in Microsoft 365. We set up Copilot and custom agents with the permissions, connectors and guardrails that let your people share them safely, and we train the people who will use them.
In the data foundation, the warehouse runs on Azure and Fabric, with Power BI on top and Business Central as the system of record. Knowledge workers propose entries in Business Central and wait for the bookkeeper's approval there.
Services in this stack
Executive AI strategy
We hold board and leadership sessions on what AI can and cannot do for your company, which stack to use, whether to build or buy, and how to govern it. The sessions end with a first-year plan.
The data foundation
We build data pipelines, one warehouse in your own cloud, and the connections, often MCP servers, that let AI reach the ERP and accounting systems you already run.
Agentic knowledge workers
We set up knowledge workers for accounting, budgeting, reporting, legal and email with external partners. They also answer questions from your data and from your experts' knowledge.
Jobs the knowledge workers do here
- BudgetingA manager asks what the year looks like if the new hire starts in March.Finance and forecasting
- ReportingThe month closes.Reporting and business intelligence · Finance and forecasting
- ContractsA partner sends a contract.Legal and compliance
- Email with external partnersA partner asks for a status on an open matter.Communication
- Ask your dataA manager asks why costs rose last quarter.Reporting and business intelligence · Finance and forecasting
- Ask the expertA colleague asks what the new packaging rules mean for a product line.Legal and compliance · Communication
Cases
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Product and company names are trademarks of their respective owners, used to identify the products referred to. No endorsement or partnership is implied. Microsoft, Microsoft 365, Azure, Fabric, Dynamics 365 Business Central, Power BI, SharePoint and Copilot are trademarks of the Microsoft group of companies. Google, Google Cloud, Google Workspace, Gemini, BigQuery and Cloud Run are trademarks of Google LLC.