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dvfinance
+34 647 373 996

dvfinance · Extensión certificada por Microsoft en AppSource

Financial extension for Dynamics 365 Business Central

The complete native treasury suite for Business Central: AI reconciliation + connected banking + SEPA payments + loans, guarantees and bills portfolio.

  • Microsoft Solutions Partner
  • Co-sell certified
  • Automatic updates
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What is dvfinance?

A native, certified extension on Business Central

dvfinance is a native extension certified by Microsoft for Dynamics 365 Business Central, published on AppSource. It installs on top of your ERP — no parallel systems, no double entry — and updates automatically: on the cloud version you are always on the latest release, with legal, regulatory and banking formats up to date.

Nativa y certificada
Extensión AL nativa sobre Business Central, certificada por Microsoft.
Publicada en AppSource
Se instala sobre tu ERP, sin programas paralelos ni dobles registros.
Siempre actualizada
Actualización automática: en cloud estás siempre en la última versión.
dvfinance

The most relevant points of dvfinance

You open Business Central in the morning and see the real state of your company on a single screen —liquidity, risks, receivables and forecast— without building the classic treasury spreadsheet.

Liquidity indicators
Your bank balances and liquidity at 7, 30, 60 and 90 days.
Operational alerts
Overdue bills, unpaid instalments and invoices more than 90 days old.
Financial position
Liquidity, available financing and commitments, at a glance.
Payments and collections
What's outstanding, what's at risk and quick actions.
Bank reconciliation
Status by bank and days since you last reconciled.
Cash flow
Integrated cash-flow forecast chart.
Financial debt
Loans, leasing, guarantees and credit lines with amortisation schedules and automatic posting of instalments.
Payment proposals
The engine prioritises what to pay (due date, early-payment discount, availability) with a traceable approval workflow.
Bills portfolio
Bills, promissory notes and confirming managed inside the ERP, with bill merging and detection during reconciliation.

And a smart liquidity forecast that tells you, with a traffic light, whether your situation is Comfortable, Tight or At risk —so you see it coming in time, not once it's already on top of you—.

The solution

The complete treasury suite inside Business Central: control, forecasting, reconciliation and payments

Complete treasury suite

Everything you need to run treasury with imported statements (Norma 43 or Excel/CSV): control, forecasting, financial debt and payment automation.

  • Treasurer Role Center with KPIs, consolidated multi-bank position navigable down to the source movement and exportable treasury reports.
  • Cash flow forecast with 7 sources: customers, vendors, orders, loans and credit lines, fixed assets and manual income/expenses.
  • Loans, leasing and renting, guarantees and credit lines with amortisation schedules and automatic posting of instalments.
  • Payment proposals with smart prioritisation and approval workflow; payment batches with native SEPA files, promissory notes and confirming.
  • Rule-based bank reconciliation, configurable alerts, debt collection and bills portfolio with merging and automatic detection.
  • Spain and Latin America localisation: Norma 43, document status per Spanish regulations and adaptable remittance formats.

Included in every plan

Connected banking and AI reconciliation

Everything in Essentials plus a direct bank connection, with AI reconciling what rules cannot resolve.

  • Connected banking (PSD2): your banks' movements flow into Business Central on their own, no files or Norma 43; you set the sync frequency.
  • Connect to virtually every Spanish and European bank; SCA consents renewed every 90 days, with prior notice.
  • AI that analyses ambiguous movements, proposes the match with a confidence score and learns from your decisions, with an auditable log.
  • Multi-bank dashboard with the consolidated position in real time; backend managed by Davisa, no infrastructure to administer.

Included in the Business plan

Payments without leaving BC

Everything in Business plus SEPA payments issued directly from Business Central, without opening e-banking.

  • SEPA payments electronically signed from BC to your bank, with real-time status; the signer receives the SCA on their phone.
  • Payment batches with prior validations, approval flow and signature.
  • Smart payment proposals: AI prioritises which invoices to pay by due date, early-payment discounts and available balance.
  • Automatic reconciliation once the bank confirms the payment.

Included in the Enterprise plan

Fill in the form and unlock the demo ↓

Vídeo demo dvfinance

Complete the form to watch the video

Who is dvfinance for?

Built for finance leaders who need control, not more data

dvfinance turns treasury into a rules-driven process, not a fire-fighting one: configurable alerts, at-risk receivables panel and debt collection. Every metric drills in one click to the source movement.

Directivos
  • ✓ El estado real de la empresa nada más abrir el ERP: liquidez, posición financiera y riesgos en una sola pantalla.
  • ✓ Anticipación: alertas de vencimientos, cobros en riesgo y desvíos de previsión antes de que se conviertan en problema.
  • ✓ Menos dependencia de personas clave: el criterio de tesorería queda en el sistema, no en hojas de cálculo personales.
  • ✓ Decisiones con datos fiables: cada indicador lleva en un clic al movimiento original.
CFO y responsables de tesorería
  • ✓ Posición multi-banco consolidada en tiempo real y previsión de tesorería con 7 orígenes.
  • ✓ Conciliación bancaria automatizada por reglas e IA: el trabajo mecánico desaparece del día a día.
  • ✓ Propuestas de pago con priorización y workflow de aprobación; pagos SEPA sin salir de Business Central.
  • ✓ Deuda financiera bajo control: préstamos, avales, líneas de crédito y cartera de efectos con contabilización automática.
  • Native Business Central integration
  • Quick and simple deployment
  • Automatic updates
  • Full financial control and management
See everything it includes →
Why trust dvfinance

Finance from a company-wide perspective, not just accounting data

What standard Business Central doesn't solve and dvfinance does

  • Forecasting from 7 sources

    Where stock BC offers basic cash-flow forecasting, dvfinance combines customers, vendors, orders, loans, fixed assets, manual entries and credit lines into a single navigable forecast.

  • Smart payment-proposal engine

    BC pays invoice by invoice. dvfinance prioritises by rules (maturity, early-payment discount, bank availability) with an approval workflow and full traceability.

  • Connected banking and AI reconciliation

    Forget Norma 43: movements arrive on their own via connected banking (PSD2) and an AI that learns from your history proposes the reconciliation. And SEPA payments go straight to the bank from BC, with no file or online banking.

  • Loans, credit lines and bank guarantees

    BC does not manage financial debt. dvfinance adds masters with amortisation schedules, automatic posting of instalments and full lifecycle traceability for guarantees.

  • Configurable alerts

    Define rules on any treasury metric and receive automatic notifications before a risk becomes a problem.

  • Treasurer Role Center

    BC does not include a treasury-specific profile. dvfinance delivers a Role Center with KPIs, shortcuts and a 360º view of available cash on sign-in.

Watch the webinar

Do you already have Business Central — or not yet?

dvfinance fits you whatever you have today

Already on Business Central?
dvfinance installs on top as a Microsoft-certified extension. It's the finance module your ERP was missing — no endless projects.
Not yet?
You get both: Microsoft's ERP to run your whole company, plus your treasury already sorted. You choose the Business Central license at checkout.
Discover Business Central →
Beneficios por nivel

Lo que gana tu empresa en cada plan

Los beneficios crecen con el plan: cada nivel suma los del anterior. No disfruta de lo mismo una empresa con Essentials que una con Enterprise.

Essentials
Ordenas la tesorería
  • ✓ El banco cuadrado sin horas de punteo: la conciliación por reglas resuelve la mayor parte del trabajo sola.
  • ✓ Ves venir los problemas: previsión de tesorería y alertas de vencimientos y descubiertos antes de que lleguen.
  • ✓ La deuda financiera deja de vivir en hojas de cálculo: préstamos, avales y cartera contabilizados solos.
Business
Eliminas el trabajo manual
Todo lo de Essentials y además:
  • ✓ Empiezas el día con el banco al día: los movimientos entran solos, sin descargar ni subir extractos.
  • ✓ Cada mes concilias mejor: la IA aprende de tus decisiones y automatiza un porcentaje creciente.
  • ✓ La posición real de todos tus bancos en una pantalla, en tiempo real.
Enterprise
Cierras el ciclo completo
Todo lo de Business y además:
  • ✓ Pagas sin salir de Business Central ni entrar en la banca electrónica: lotes aprobados y firmados con el móvil.
  • ✓ Decides mejor qué pagar: la IA prioriza por vencimiento, descuentos por pronto pago y saldo disponible.
  • ✓ El pago vuelve conciliado solo: tesorería de principio a fin sin fricción.
Plans

Choose your plan

Three cumulative plans: each plan includes everything in the previous one.

Essentials

The complete treasury suite with imported statements (Norma 43 or Excel/CSV).

  • ✓ Automatic rule-based bank reconciliation
  • ✓ Loans, leasing and renting with amortisation schedules
  • ✓ Guarantees, credit lines and bills portfolio
  • ✓ Payment proposals and batches with SEPA files, promissory notes and confirming
  • ✓ Cash flow forecast, alerts and Treasurer Role Center
See pricing →
Business

Everything in Essentials + artificial intelligence and connected banking.

  • ✓ Direct connection to your banks (PSD2): movements come in on their own
  • ✓ AI that reconciles what rules cannot and learns from your decisions
  • ✓ Automatic synchronisation on a schedule you choose
  • ✓ Multi-bank dashboard with consolidated position
See pricing →
Enterprise

Everything in Business + SEPA payments sent directly from Business Central.

  • ✓ SEPA payments signed and sent from BC, without opening e-banking
  • ✓ Payment batches with approval flow and signature
  • ✓ Smart payment proposals prioritised by AI
  • ✓ Automatic reconciliation once the payment is confirmed
See pricing →

Perímetro de uso incluido en cada plan

Concepto Essentials Business Enterprise
Sociedades incluidas (companies BC) 111
Entidades bancarias conectadas por PSD2 —33
Productos financieros gestionados (préstamos, avales, líneas de crédito, cartera de efectos) ∞ Ilimitados∞ Ilimitados∞ Ilimitados
Movimientos bancarios sincronizados por PSD2 al año — (importación manual sin límite)Hasta 50.000Hasta 150.000
Pagos SEPA emitidos por conexión directa al año ——Hasta 6.000 (≈ 500/mes)
Usuarios BC concurrentes ∞ Ilimitados∞ Ilimitados∞ Ilimitados
Soporte técnico en horario laboral ✓ Incluido✓ Incluido✓ Incluido
Actualizaciones automáticas vía AppSource ✓ Incluido✓ Incluido✓ Incluido

Ampliable con add-ons si tu volumen crece.

Frequently asked questions

What customers ask us most

How long does implementation take?

None. The moment you complete the purchase, the extension is downloaded into your Business Central tenant and you receive the training email the same day.

Does it work on Business Central On-Premise?

Yes. dvfinance runs on Cloud and On-Premise on Microsoft Dynamics 365 Business Central, on every version supported by Microsoft. Same extension, same code.

How much does it cost?

Annual prepaid: €2,760 / year per tenant (includes 2 companies). Monthly: €276 / month. Extra company: €840 / year or €84 / month. 10-company pack: €7,680 / year or €768 / month. VAT not included. Implementation, configuration and self-paced training are bundled.

Does it cover loans, credit lines and bank guarantees?

Yes. Loans master with detailed amortisation schedule and automatic posting of instalments (principal, interest, fees). Credit lines with available and used balances. Issued and received bank guarantees with full lifecycle traceability and automatic posting of associated costs.

Is there support?

Self-paced video training is bundled and available 24/7. For live Q&A you can buy a 10-hour support block (€900). Direct support from Davisa, the extension publisher.

What languages is the product available in?

English and Spanish natively. Other languages can be contracted.
Contacta con un asesor

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Si todavía tienes dudas o quieres que un asesor te acompañe en el proceso, rellena el siguiente formulario.

Teléfono de ventas: +34 647 37 39 96

Email: ventas@davisa.es

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