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.

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

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

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

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

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

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.

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

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

Case completo de Finance Operations & Analytics — beauty omnichannel

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