Apply partial matching to reconcile financial data
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Copilot for Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Jun 7, 2024 |
- |
Business value
Microsoft Copilot for Finance has implemented a refined approach by integrating partial matching methodologies into its data structure comparisons to elevate the precision and sophistication of its analytical capabilities.
It enhances precision and streamlines transaction categorization, resulting in a reduction of unmatched transactions, thereby highlighting potential matches with greater efficacy.
Feature details
Microsoft Copilot for Finance will employ a partial matching technique alongside exact matching to allow it to identify not only exact matches but also similar values within your data. Specifically, Copilot for Finance uses exact substring matching that enables it to recognize occurrences of one string (substring) within another string (superset) precisely as they appear.
This feature is particularly beneficial for mapping keys used in the reconciliation process. Copilot for Finance is able to accurately identify and categorize partially matching transactions, presenting them within the existing "Potentially matched transactions" group in your reconciliation report.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States