365vanguard
Pilot Programme — Seeking First Users

Your Business Central data, in plain language.

28 pre-built queries covering sales, finance, inventory, manufacturing, and more. Ask a question. Get an answer. No Power BI, no analyst, no waiting.

The problem

Your ERP has the answers. Getting them takes too long.

Reports that take days

Your finance team spends hours building the same Excel reports every week. There has to be a better way.

Tools nobody uses

Power BI is powerful — but only if someone has time to learn it, maintain it, and rebuild it every time something changes.

The same questions, every week

Top customers, overdue invoices, stock alerts. Asked manually. Answered slowly. Every single week.

How it works

Three steps from question to insight

01

Connect

We set up secure web services on your existing Business Central instance. Your data never leaves your environment.

02

Ask

Type any business question in plain English (or Romanian). No special syntax, no training required.

03

Insights

Get structured, readable answers instantly. Drill down, export, share with your team.

The experience

What can you ask?

Here are the kinds of questions Vanguard Insights answers in seconds.

Show me my top 10 customers by revenue this month

Ranked table with customer name, revenue, % of total, YoY change

Which invoices are overdue by more than 30 days?

List with customer, amount, due date, days overdue — sortable and exportable

How does this quarter's gross profit compare to last year?

Side-by-side comparison with variance amount and percentage trend

Which stock items are below their reorder point right now?

Inventory alert list with item, current stock, reorder level, suggested quantity

Comparison

Why not just use Microsoft Copilot?

Microsoft 365 Copilot
  • • €30+/user/month add-on.
  • • Generic AI not trained on your data.
  • • Requires M365 Copilot licences across your team.
  • • Limited BC-specific depth.
Vanguard Insights
  • • Built on your BC instance and your data structure.
  • • Works with your existing Business Central licence.
  • • Customised to your reports, your KPIs, your business.
  • • Deep BC integration — understands your dimensions, your chart of accounts.
Pilot programme

Be one of the first to use Vanguard Insights

We're rolling out Vanguard Insights with a select group of Business Central clients. The connector is built (28 read-only queries, buffer warehouse), and we're looking for 3-5 pilot users to validate the AI query experience.

FAQ

Common questions

Is my data secure?+

Yes. Vanguard Insights connects to web services you control on your own BC instance. No data is stored externally. All queries run in real time against your environment.

Do I need additional licences?+

No. Vanguard Insights works with your existing Business Central licence. There are no per-user Microsoft add-on fees.

Which versions of Business Central are supported?+

We support Business Central online (SaaS) and on-premise from version 21 onwards. Older versions may require a short assessment.

Can it be customised to our specific reports?+

Absolutely — and that's the point. We configure Vanguard Insights around your chart of accounts, your dimensions, and your business processes. It's not generic.

Ready to stop waiting for answers?

The Vanguard Insights connector is built and ready. Join our pilot programme and bring conversational AI to your Business Central.

Request early access