Financial Reconciliation (Preview)

What if you had a finance assistant working right alongside you in Microsoft 365 applications?

The Financial Reconciliation agent (Preview) empowers finance professionals to stay in the flow of work by seamlessly connecting productivity tools with existing financial systems, such as ERP, to support critical business processes and generate insights and actions in real-time. The agent accelerates time to impact for finance professionals by surfacing insights to support strategic decision-making and reducing the time spent on manual, repetitive work.

The Financial Reconciliation agent (Preview) helps finance professionals work with financial data in Microsoft Excel to complete common financial tasks, like data reconciliation. The agent suggests reconciliation vectors, compares financial data structures, classifies transactions, and creates reconciliation reports with generative artificial intelligence (GenAI) supported summaries.

Notable capabilities include:

• Automation

• Agent suggested reconciliation rules
• Reconciliation commentary and report creation
• Reconciliation reporting

The Financial Reconciliation agent (Preview) is a Production-ready preview. For more information, see https://learn.microsoft.com/en-us/copilot/finance/welcome.

For some capabilities, a Microsoft 365 Admin Center Administrator may be required. The Financial Reconciliation agent (Preview) may be subject to an additional free or paid license. For more details, please access the Finance Reconciliation agent (Preview) website or contact your Microsoft representative.