Introducing AI agents built for Finance & Operations teams
AI is no longer just a topic for innovation labs or proofs of concept. In Finance & Operations, AI agents are rapidly moving from experimentation to execution. And that shift makes sense.
Finance & Operations teams operate at the heart of the organization. They deal with complex processes, large volumes of data, strict controls, and constant pressure to do more with less. Many of their daily tasks are still manual, repetitive, and highly dependent on data quality and system navigation. Exactly the kind of work where AI can make a real difference.
At Fellowmind, we focus on AI solutions that automate real operational bottlenecks, fit seamlessly into existing systems, and deliver measurable business impact fast.
That’s why we’re introducing two AI agents built specifically for Dynamics 365 Finance & Operations. Each agent addresses a concrete challenge we see recurring across industries and customers, making them ideal candidates for AI funding programs, pilot initiatives, and scalable rollouts.
Let’s meet them.
Inbound Load Agent
Automating inbound logistics in Dynamics 365 F&O
Inbound loads play a critical role in warehouse and logistics operations. They allow organizations to receive goods efficiently by grouping multiple purchase orders into a single logistical flow. In practice, however, creating inbound loads is often a manual, time-consuming, and error-prone task.
Many organizations try to automate this via ASN, EDI, or API integrations. While effective in theory, these approaches require extensive vendor collaboration, strict data standards, and complex integrations. In reality, that level of maturity is not always feasible, especially in mixed vendor landscapes.
A smarter approach: work with what you already have
The Inbound Load Agent takes a different route. Instead of depending on complex integrations, it works directly with something every organization already receives: vendor packing slips.
The agent monitors incoming emails, analyses attached packing slips (PDF), and automatically creates inbound loads in Dynamics 365 Finance & Operations. No vendor changes required. No heavy integrations needed.
What the Inbound Load Agent does
- Scans designated inboxes for vendor emails containing packing slips
- Reads and interprets packing slip data using AI
- Identifies purchase orders, item numbers, and shipped quantities
- Automatically creates inbound loads in the F&O load planning workbench
All of this happens in the background, following your business rules and data structures.
Why Finance & Operations teams should care
The impact is immediate and tangible:
- Significant reduction in manual workload - Creating inbound loads manually can take up to an hour per load. Automating this frees up valuable operational time.
- Fewer errors and faster inbound processing - Automated load creation reduces data entry mistakes, leading to smoother warehouse execution.
- Shorter inbound lead times - Inventory becomes available sooner for picking and shipping, which is especially critical for cross-docking and fast fulfilment scenarios.
Typical users
Procurement teams, supply chain planners, warehouse operators
Product Lookup Agent
Faster, smarter product search inside Dynamics 365 F&O
Finding the right product in Dynamics 365 Finance & Operations should be straightforward. Yet many users experience the opposite.
Large product catalogues, complex variants, inconsistent naming conventions, and data spread across modules make product search slow and frustrating. Older F&O implementations often lack advanced search capabilities, and gaps between ERP and retail or commerce channels only add to the challenge.
The result? Time lost, errors made, and duplicate products created.
AI-powered product search, built for F&O
The Product Lookup Agent modernises product search inside Dynamics 365 F&O by introducing AI-powered, attribute-based lookup that works with your existing product data.
Instead of forcing users to know exact item numbers or perfect descriptions, the agent understands how people actually search.
What the Product Lookup Agent does
- Searches across item numbers, descriptions, variants, and custom attributes
- Understands product categories, variants, and external product codes
- Uses smart search logic to return relevant results, even when data quality isn’t perfect
The agent leverages structured F&O data and modern AI search capabilities to deliver fast, accurate results in real time.
Why Finance & Operations teams should care
- Faster product lookups - Customer service, sales support, and operations teams find products quickly, without system gymnastics.
- Fewer duplicate products - Better search reduces the risk of creating new items that already exist, improving master data quality.
- Stronger end-to-end processes - Clean product data benefits finance, inventory, sales, and customer-facing processes alike.
Typical users
Customer service teams, sales support, product managers
From point solutions to a scalable AI journey
These two agents are concrete examples of how AI can automate real business processes in Finance & Operations. But they’re not isolated experiments.
With Fellowmind Hive AI, Fellowmind provides the secure, scalable foundation that connects AI agents with people, data, and business systems across the organization. Fellowmind Hive AI enables you to start small with targeted agents like these, while building towards a broader AI-first operating model.
Whether you’re exploring AI funding opportunities, running pilots, or scaling AI across multiple domains, Hive AI ensures consistency, security, and governance from day one.
