Skip to main content
Qixas Group
Solutions
Services
Industries
About
Resources
AI & Copilot

Your Team Spends Hours on Tasks AI Does in Minutes.

Microsoft Copilot in Dynamics 365 Business Central automates bank reconciliation, predicts cash flow, and answers business questions in plain English — directly inside your ERP. We make sure it actually works for your business, not just demos well.

70%

Of Copilot users say they're more productive

29%

Faster on writing, searching & summarizing

Microsoft

Solutions Partner

85%

Get to a good first draft faster

Sound familiar?

Sound Familiar?

Most mid-market finance teams are drowning in manual work that AI could handle — but they don't know where to start.

Bank rec takes days, not hours

Your team spends 2–3 days every month manually matching transactions and hunting for discrepancies. That's time they could spend on analysis.

Cash flow surprises keep happening

You find out about payment delays after they hit your cash position. By then, you're scrambling to cover gaps instead of planning ahead.

Reporting means exporting to Excel

Getting a simple answer — 'How did Q3 margins compare to Q2?' — requires pulling data into spreadsheets and building reports from scratch.

AI hype, no clear starting point

Everyone's talking about AI, but your team doesn't know which features are real, which are vaporware, and where to invest first.

The platform

What Copilot Actually Does in Business Central

Copilot isn't a separate product you buy and hope works. It's built into Business Central — sitting inside the screens your team already uses, automating the tasks they already hate.

Ask Your Data Questions

Type a question in plain English — 'What are my top 10 overdue invoices?' — and get an instant answer. No report building required.

Predict Late Payments

AI flags which invoices are likely to be paid late so you can follow up before it hits cash flow — not after.

Automate Bank Reconciliation

Copilot matches transactions and suggests journal entries. What took days now takes minutes.

Forecast Inventory Demand

AI-driven reorder points, seasonal pattern detection, and stock-out alerts so you stop guessing and start planning.

Speed Up Order Entry

Copilot suggests line items from past orders based on customer history, cutting order entry time and reducing errors.

Generate Marketing Copy

Auto-create product descriptions from your item data. Good enough to ship, in seconds instead of hours.

Core capabilities

Copilot Features We Implement

We start with the features that save the most time and expand from there. No big-bang rollouts — just phased wins.

Chat & Analysis

Ask questions about your business data in natural language. Copilot analyzes your ledgers, customers, vendors, and orders in real time and delivers answers — no report builder required.

Natural language queries across all business data
Real-time data summaries, trends, and ad-hoc analysis
Integration with Excel for deeper dives
Data governance controls and audit trails
Works across financial, sales, and operational data

Outcomes

Results That Show Up in the Numbers

These aren't hypothetical. They're the outcomes Qixas clients see after a properly implemented Copilot rollout.

70%

Faster bank reconciliation

From 2–3 days to under half a day

40%

Fewer late payment surprises

AI flags risks weeks before they hit cash flow

3x

Faster ad-hoc reporting

Ask a question, get an answer — no Excel required

50%

Less manual data entry

Sales line suggestions and automated matching

Why Qixas

Why Qixas for Copilot

AI adoption isn't about buying technology — it's about solving real problems. We help you figure out where Copilot saves time, implement it correctly, and prove the ROI.

Use-case first: We identify where AI saves hours or surfaces insights before we touch a single setting — not after

Data quality comes first: Dirty data breaks AI accuracy. We assess and fix data issues before rolling out Copilot, so recommendations are trustworthy from day one

Change management built in: Your team needs to trust AI before they'll use it. We address skepticism and workflow concerns upfront, not as an afterthought

Phased rollout, fast wins: We start with high-impact features (bank rec, cash flow) and expand from there. You see value in weeks, not quarters

Security and governance: Audit trails, data access controls, and compliance guardrails so your AI adoption is as secure as the rest of your ERP

ROI tracking from day one: We define success metrics upfront — reconciliation time, forecast accuracy, order entry speed — and measure them throughout

Client stories

What Our Clients Say

Microsoft Copilot AI in Dynamics 365 Business Central
Client story

70%

Faster month-end reconciliation

Qixas didn't just turn on Copilot and walk away. They identified where AI would save our finance team time, cleaned up the data issues, and trained our people. Bank rec went from 3 days to half a day.
C

Controller

Mid-market manufacturing company, Ontario

Ready to see what Copilot can do for your team?

FAQ

Frequently Asked Questions, Answered

Do we need the latest version of Business Central for Copilot?
Yes — Copilot is available in Business Central Online (SaaS). If you're on an older on-prem version or legacy NAV/GP, we can help you migrate as part of your AI roadmap. The upgrade pays for itself through automation benefits.
Is our data safe with Copilot?
Yes. Your data never leaves your tenant, isn't used to train external AI models, and is subject to the same compliance controls as Business Central (SOC 2, GDPR, HIPAA, etc.).
What if our data quality is poor?
That's the most common blocker. We assess your data upfront, identify duplicates and inconsistencies, then fix them before turning on Copilot. This typically takes 2–4 weeks.
Will Copilot replace our team?
No. Copilot handles repetitive tasks — matching bank transactions, pulling data into reports, chasing payment status. It frees your team for analysis, strategy, and judgment calls.
How long does implementation take?
Most rollouts take 4–12 weeks depending on scope and data quality. We start with high-impact use cases and expand in phases so you see value quickly.

Find Out Where AI Saves Your Team the Most Time

Get a free AI readiness assessment. We evaluate your data, identify high-impact Copilot use cases, and build a phased roadmap — no commitment required.