finance-operations

MCP server for Microsoft Dynamics 365 Finance & Operations - enables AI assistants to explore metadata, query data, and execute sandboxed code

An intelligent automation system that orchestrates complex month-end close processes using OpenAI GPT-4o, eliminating manual coordination and saving 3+ hours per close cycle. Features AI email parsing, automated bank reconciliation, and executive report generation across Airtable, Gmail, Google Sheets, and Slack.

AI Copilot plugin for D365FO functional consultants — explore tables, entities, security, labels and business events with natural language to write better SFDs, without needing to be a developer.

Reference architecture for accounts payable workflow design at scale.

A Python + SQL project to automate validation of Standing Settlement Instructions (SSIs) and reduce settlement failures in securities operations.

Case completo de Finance Operations & Analytics — beauty omnichannel

SQL automation project for fixed income corporate action reconciliation and cash entitlement validation.

Julia operator surface for treasury liquidity, settlement buffers, funding pressure, and close-safe finance posture.

Event-driven operational automation: AI classification, scoring-based routing, two-tier review, and automated issue validation — all running inside a cloud data warehouse.

Operator surface for payment reconciliation exceptions, settlement blockers, close-safe packet readiness, and finance-safe review posture.

Audit-friendly contractor payout automation with Jira-gated validation in Google Apps Script.

Control-aware cash reconciliation automation with deterministic matching, exception triage, candidate review, and a Next.js break-resolution workbench. v3.

Turn a batch of documents into a structured data file you can check.

AI-assisted finance operations platform for invoice intake, validation, risk scoring, human review, audit traceability, and workflow automation.

Journal of AI-assisted workflow experiments for family office, wealth management, and private banking operations using Claude Code and related tooling.

Portfolio-safe AP automation case study: Excel VBA + Python tooling for invoice validation and SAP/Outlook/PDF workflows, refactored into a modular, testable core.

Month-end close task engine: models the close as a dependency DAG from YAML templates, logs work in an append-only audit event log, and runs a from-scratch Critical Path Method to name the tasks that actually stretch your close. 10,000-task analysis in 4s (measured); 39-task banking close template included.

Typed .NET SDK sample for Dynamics 365 F&O integrations with authentication, retry policies, logging, HttpClientFactory and CI package validation.

CoPlane is a San Francisco-based enterprise software company building an AI-native intelligent operations layer for the back office of essential enterprises. The platform combines AI agents with deterministic business rules on a durable workflow engine to automate high-friction, exception-heavy processes across finance, procurement, and operations…

A Microsoft Excel tool to help financial reviewers calculate Expense Report total USD amounts.