Top Finance MS Dynamics Apps

Finance teams today face unprecedented challenges. New regulations, rising expectations for transparency, and the need for real-time decisions are forcing organizations to rethink how they manage cash flow, expenses, loans, and more. At the same time, efficiency is no longer a nice-to-have – it’s essential for growth, compliance, and profitability. This is where Microsoft Dynamics 365 finance solutions come in, including powerful tools like the Microsoft Dynamics payroll app for automated compensation workflows.

In today’s digital-first business landscape, the finance department is expected to do far more than simply balance the books. Finance professionals are strategic partners, helping guide everything from risk management to investment decisions and long-term planning. By leveraging the right technology, organizations can transform their finance operations from a cost center into a source of innovation and strategic insight.

Modern businesses need more than basic bookkeeping or periodic reporting. They need automation, seamless integrations, and data-driven insights. Dynamics 365 solutions for finance enable organizations to streamline accounts payable and receivable, speed up reconciliation, optimize expense management, and gain real-time visibility into every dollar.

The real power of Dynamics 365 comes from its ecosystem of specialized finance apps. These tools extend the platform, automate manual work, and support a wide range of use cases, from invoice automation to payment processing, lease management to advanced dashboards, and everything in between. In this article, we’ll explore the best apps for finance leaders and teams looking to modernize and elevate their financial operations.

How We Selected These Finance Apps

Selecting the right finance apps is crucial for driving efficiency, accuracy, and compliance in today’s demanding business environment. With so many options available in the Microsoft ecosystem, it’s easy to get overwhelmed by feature lists and marketing claims. That’s why we took a thorough, hands-on approach, reviewing product documentation, exploring user feedback, and looking at how these solutions perform in real business scenarios.

For this list, we focused on the following criteria to identify the most valuable D365 Finance apps:

• Seamless integration: Apps that work natively with Microsoft Dynamics 365 Finance & Operations or Business Central, ensuring data flows securely and automatically.
• Automation and efficiency: Tools that cut down on manual entry, automate repetitive tasks, and streamline approval workflows.
• User experience: Modern interfaces, mobile accessibility, and responsive support for finance professionals.
• Real-world value: Proven track records with customer testimonials, ongoing updates, and support for compliance and audit needs.
• Scalability: Solutions that can handle the needs of fast-growing businesses and large enterprises alike.

We also prioritized solutions that demonstrate flexibility across industries, adaptability to regulatory changes, and the ability to grow with your business as your requirements evolve. The apps listed here reflect what’s possible with MS Dynamics solutions for finance, from advanced invoice processing to automated reconciliation, all designed to let your team focus on strategy, not spreadsheets. With the right technology, finance leaders can unlock new opportunities, improve collaboration across departments, and build a solid foundation for future growth.

1. ExFlow FO – Accounts Payable Automation

Accounts payable remains one of the most resource-intensive areas of finance. ExFlow FO is an end-to-end automation solution that helps finance teams reduce manual data entry, eliminate paper invoices, and accelerate the entire AP workflow. Built specifically for Dynamics 365 Finance & Operations, it captures, routes, and approves invoices digitally, providing real-time visibility and powerful audit trails.

ExFlow FO leverages machine learning for invoice matching, exception handling, and compliance. Its deep integration with Dynamics enables instant syncing of vendor data, purchase orders, and payments. Finance leaders can monitor KPIs, detect bottlenecks, and demonstrate compliance with ease.

For organizations seeking reliable Dynamics 365 invoice automation, ExFlow FO is an industry leader.

Key Features:

• Automated invoice capture and processing
• Three-way matching and exception handling
• Approval workflows with mobile access
• Real-time dashboards and compliance reporting

Pricing: Contact SignUp Software for a custom quote.

Link: ExFlow FO – Accounts Payable Automation

2. Banking & Treasury Automation

Modern treasury operations are complex, requiring seamless integration between banks, cash forecasting, and compliance. Banking & Treasury Automation by SK Global is a robust solution designed to streamline bank reconciliation, payment processing, cash visibility, and security for Microsoft Dynamics.

With support for multi-bank environments, automated payment runs, and cash position dashboards, this app gives treasurers and finance leaders full control. Fraud prevention tools, audit logs, and compliance features help organizations stay secure.

It’s one of the top Dynamics 365 payment processing apps, making payments, transfers, and reconciliations fast, reliable, and secure.

Key Features:

• Multi-bank integration and payment automation
• Automated bank statement imports and reconciliation
• Cash positioning and forecasting dashboards
• Advanced security and compliance tools

Pricing: Contact SK Global Software for pricing and demo.

Link: Banking & Treasury Automation

3. ExpenseConnect for Concur Finance & Operations

Expense management is often a drain on time and resources. ExpenseConnect for Concur Finance & Operations automates the flow of expense data between SAP Concur and Dynamics 365, removing the need for manual file imports or tedious reconciliations.

This integration ensures all approved expense reports are seamlessly posted into Dynamics 365, maintaining policy compliance and simplifying audits. Finance teams gain real-time visibility into spending trends and exceptions.

For organizations with significant travel or field expenses, this app is a critical part of any modern MS Dynamics finance apps strategy.

Key Features:

• Automated expense report transfer from Concur to Dynamics
• Policy compliance and audit support
• Error alerts and exception handling
• Custom mapping and configuration

Pricing: Contact Wipfli for a tailored quote.

Link: ExpenseConnect for Concur Finance & Operations

4. Finance and Operations Virtual Entity

Modern finance isn’t just about numbers – it’s about connecting data across the entire enterprise. The Finance and Operations Virtual Entity app enables organizations to expose finance and operations data to Microsoft Dataverse, making it accessible across Power Apps, Power BI, and third-party tools.

With real-time, secure access to operational and financial data, teams can build advanced analytics, custom workflows, and reporting solutions tailored to business needs. It’s a foundational Dynamics 365 finance and operations tools for organizations embracing digital transformation.

Key Features:

• Real-time virtual entity sync between Dynamics and Dataverse
• Support for Power Apps and Power BI integration
• Secure, role-based data access
• Low-code/no-code configuration

Pricing: Free.

Link: Finance and Operations Virtual Entity

5. Financial Close and Workflow Automation by FloQast

The month-end close is stressful for even the best finance teams. Financial Close and Workflow Automation by FloQast helps organizations close the books faster, improve collaboration, and reduce the risk of errors.

FloQast centralizes task lists, document management, approvals, and reconciliations, giving teams a clear, auditable process. Automation features notify stakeholders, track progress, and create a digital paper trail. Managers gain visibility into bottlenecks and completion rates, streamlining compliance and audits.

This solution stands out among Microsoft Dynamics 365 finance apps for any company that wants to modernize its close process and empower its team.

Key Features:

• Automated workflow management for close and reconciliations
• Centralized document storage and approval
• Real-time progress tracking and notifications
• Audit-ready reporting

Pricing: Contact FloQast for plans and pricing.

Link: Financial Close and Workflow Automation by FloQast

6. Loan Management System

Lending is a critical but complex area for many organizations, requiring precision, compliance, and automation. The Loan Management System for Dynamics 365 supports the entire lifecycle of loan origination, servicing, collections, and reporting.

Finance teams can track applications, automate approvals, manage payments and schedules, and generate compliance reports. Real-time dashboards provide visibility into portfolio performance and risk. This is a leading Dynamics 365 loan management solution for banks, credit unions, and businesses with internal lending programs.

Key Features:

• Loan origination and servicing automation
• Payment schedules and collections tracking
• Compliance and portfolio analytics
• Integration with general ledger and CRM

Pricing: Contact Progressus Software for custom pricing.

Link: Loan Management System

7. Zetadocs Expenses – Expense Management

Manual expense management slows teams down and leads to errors. Zetadocs Expenses automates the capture, approval, and reimbursement of business expenses, using OCR, mobile apps, and policy enforcement.

Staff can photograph receipts, managers can approve claims remotely, and finance teams gain instant visibility into spending. Seamless integration with Dynamics 365 Business Central accelerates posting and reporting.

Among D365 solutions for finance, Zetadocs is praised for ease of use and rapid ROI, making expense headaches a thing of the past.

Key Features:

• Mobile receipt capture and submission
• Automated policy checks and approvals
• Fast reimbursement and reporting
• Full integration with Dynamics 365

Pricing: Free.

Link: Zetadocs Expenses – Expense Management

8. Financial Dashboard

Finance leaders need instant visibility into cash flow, budgets, KPIs, and trends. The Financial Dashboard app turns Dynamics 365 Business Central data into beautiful, actionable dashboards that drive smarter decisions.

Users can monitor revenue, expenses, receivables, and more from one place. Drill-down features allow investigation of variances, while customizable widgets adapt to any business model. It’s a must-have among Dynamics 365 finance tools for real-time reporting.

Key Features:

• Visual dashboards for cash, revenue, expenses
• Drill-down analytics and trend tracking
• Customizable widgets and layouts
• Secure role-based data access

Pricing: Free trial. Contact ERP Connect Consulting for details.

Link: Financial Dashboard

9. E-Bank Reconciliation

Reconciling bank statements is tedious, but errors can be costly. E-Bank Reconciliation automates bank statement imports, matches transactions to ledger entries, and flags discrepancies for review. Staff save hours and gain confidence in their cash position.

This app supports multiple banks, currencies, and account types, with dashboards that make reconciliation status visible at a glance. For businesses seeking reliable Dynamics 365 payment processing, this tool delivers both accuracy and peace of mind.

Key Features:

• Automated statement import and transaction matching
• Multi-bank and multi-currency support
• Discrepancy management and reporting
• Secure integration with Dynamics 365

Pricing: Free trial. Contact SimCrest for a demo and quote.

Link: E-Bank Reconciliation

10. Property & Lease Management

Managing property and lease agreements is resource-intensive and high risk if done manually. Property & Lease Management streamlines every aspect of lease creation, billing, compliance, renewals, and reporting, all from within Dynamics 365 Business Central.

Finance and operations teams can automate rent calculations, manage escalations, track key dates, and generate compliance documents. Audit trails and dashboards help reduce errors and support regulatory requirements.

This is one of the best Microsoft Dynamics solutions for finance for organizations with real estate assets or complex leasing needs.

Key Features:

• Automated lease and billing management
• Compliance tracking and reporting
• Key date reminders and escalations
• Integration with financial and CRM modules

Pricing: Free trial. Contact Binary Stream Software for details.

Link: Property & Lease Management

Conclusion

The finance function is the backbone of every organization, but manual work, disconnected systems, and compliance risks can hold teams back. The apps highlighted here represent the best of Microsoft Dynamics finance apps, each one designed to automate, streamline, and elevate your financial operations.

As you review your tech stack, consider how these tools can help you improve efficiency, reduce errors, and free your team to focus on strategy. Solutions like a powerful demand planning app D365 can complement your finance ecosystem, providing even greater control and insight.

From Dynamics 365 invoice processing to advanced dashboards, payment automation to lease management, the right D365 finance applications can make all the difference. Whether you’re a fast-growing company or a global enterprise, Dynamics 365 and its ecosystem offer the flexibility and depth you need to succeed in a complex financial world.

By embracing innovation and leveraging these powerful tools, finance leaders can move beyond traditional reporting to deliver real-time insights and strategic value. The future of finance is connected, intelligent, and proactive, making now the perfect time to invest in the best Microsoft Dynamics 365 solutions for finance. With the right apps in place, your finance team will be better equipped to drive growth, ensure compliance, and navigate the ever-changing demands of the modern marketplace.