Introducing Telli™ — The AI Financial Analyst for Finance Teams Using Microsoft Dynamics

Telli is FYIsoft’s AI financial analysis solution designed specifically for organizations running Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central. 

Instead of asking finance teams to interpret reports manually, Telli reviews structured financial output and delivers clear explanations, risk indicators, trends, and recommendations — all while keeping financial data securely inside the Microsoft Azure environment. 

Telli is purpose-built for accounting and finance professionals who need answers they can trust, explain, and defend. 

A financial report and charts are displayed on a laptop screen featuring Microsoft Dynamics 365 reporting. Next to the laptop, a speech bubble introduces Telli, an AI assistant: Hi, I'm Telli, your AI Assistant. How can I help you?.

Telli is trained specifically to understand:

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Financial statements and reporting structures

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Accounting concepts and GAAP principles

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Multi-entity, consolidated, and segment reporting

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The way Microsoft Dynamics data is organized and reported

Why Financial Analysis Becomes the Bottleneck After Close

Closing the books is no longer the hardest part of the month.

The real challenge starts after reports are produced — when finance teams must:

  • Identify what changed and why
  • Determine whether results signal risk or opportunity
  • Translate numbers into insights leadership can act on
  • Prepare explanations that stand up to review and audit

This work often depends on spreadsheets, manual review, and limited internal expertise — slowing decision-making and increasing pressure on finance teams.

Telli helps eliminate that bottleneck by automating financial analysis and surfacing insights directly from Microsoft Dynamics reporting data. This finance-first design allows Telli to produce insights that are relevant, explainable, and aligned with real-world accounting requirements — not generic summaries. 

Four Layers of Financial Intelligence

Telli delivers analysis using four interconnected layers, each designed to support finance professionals — not replace them.

Layer 1

Accounting and Finance Expertise

Telli includes built-in knowledge of accounting concepts, financial statements, and GAAP-related considerations. This layer supports finance teams by providing context around treatment, structure, and reporting logic.
Layer 2

Awareness of Your Organization and Reporting Structures

Telli is trained on your reporting environment — including entities, dimensions, hierarchies, and organizational complexity — so analysis reflects how your business actually operates.

Layer 3

Predefined Financial Analysis Capabilities

Telli includes a set of configurable analysis options that can be assigned by role, such as:

  • Insight summaries and key findings
  • Risk and financial health indicators
  • Identification of unusual activity or outliers
  • Margin and comparative analysis
  • KPI and metric generation
  • Narrative explanations and commentary
Layer 4

User-Controlled Preferences and Oversight

Finance teams can tailor how insights are delivered, including format, tone, and relevance. Users retain the ability to refine, question, or override outputs — ensuring human judgment remains central.

Built for Real-World Accounting Complexity

Telli is designed to support environments where financial reporting is rarely simple, including: 

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Multi-entity and consolidated organizations

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Segment, department, and location-based reporting

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Post-acquisition or rapidly growing businesses

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Dynamics GP environments planning for Business Central

As long as your financial reports reflect your reporting structures, Telli can interpret the data and deliver meaningful insights across the organization.

From Reports to Recommendations — Faster

Instead of working through reports line by line, Telli delivers:

Finance teams receive insight first, with full transparency into the data and logic behind it — enabling faster review, clearer communication, and more confident decisions.

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Telli Phase 1: Available with ReportFYI®

Telli Phase 1 is currently available only when used with FYIsoft’s ReportFYI platform.

This ensures Telli analyzes structured, governed financial reports produced directly from Microsoft Dynamics GP and Business Central, resulting in insights that are consistent, explainable, and audit-ready.

Organizations already using ReportFYI can begin using Telli today as part of an integrated reporting and analysis workflow.

General Availability Coming Soon
Join the Waitlist!

FYIsoft is actively expanding Telli’s capabilities.

A broader release — enabling analysis of financial statements outside the ReportFYI platform — is planned for Summer 2026.

Joining the waitlist allows Microsoft partners and end users to:

  • Receive early updates on expanded functionality
  • Participate in preview opportunities
  • Prepare for future deployment scenarios

Frequently Asked Questions

What is Telli?

Telli is FYIsoft’s AI financial analysis solution that reviews financial reports and delivers explainable insights, summaries, and recommendations for Microsoft Dynamics users.

Telli is built for CFOs, Controllers, and finance leaders who need faster and more comprehensive insight without sacrificing accuracy or control.

Telli supports Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central.

Yes. Telli provides supporting calculations, logic, and underlying data with every insight.
No. Telli accelerates analysis and insight generation while keeping decision-making and oversight with finance teams.
Partners use Telli to support reporting modernization, Management Reporter replacement conversations, and AI-enabled finance strategies for customers.