finance-operations

Microsoft Dataverse skills for AI coding agents. Wraps the Dataverse MCP server, Dataverse CLI, Python SDK, and PAC CLI behind specialist skills for building, querying, deploying, and administering Dataverse environments.

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.

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

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

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

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

Free CSV and SQLite duplicate-payment audit checks for authorized accounts-payable exports, including a runnable GitHub Action.

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.

Evidence-first AI finance reconciliation controller for synthetic merchant payments, settlements, refunds, and bank credits—deterministic matching, human-reviewed exceptions, immutable PostgreSQL audit trail, and advisory-only LLM assistance.

Credential-free Python reference for exception-preserving settlement and freight reconciliation with explicit grains and human release gates.

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

A finance operations workspace with source-cited Nemotron investigations, Zetaris evidence joins and scoped Meterless memory.

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

Excel accounts payable register for 28 fictional invoices with expense coding, tax recalculation, and approval tracking. 6 control checks caught all 8 seeded errors; aging report shows $60.6K overdue (70.6% of $85.9K outstanding). Practice project, fictional data.

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