Use Agent-assisted reconciliation data prep and selection
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Mar 2025 | - |
Business value
With Microsoft 365 Copilot for Finance, your prereconciliation stage is set to transform, delivering unparalleled value.
Data preparation excellence: Empower your reconciliation process with Agent-guided data sanitization capabilities. Seamlessly prepare your data for reconciliation with precision and efficiency, ensuring the integrity and accuracy of your source data. By leveraging Agent's assistance, you can eliminate data issues in the ETL process, allowing you to embark on reconciliation with confidence.
Matching criteria definition: Simplify your reconciliation efforts by defining precise matching criteria with Copilot. Automatically establish and refine rules that accurately identify matching transactions, ensuring seamless and error-free reconciliation.
Feature details
Microsoft Copilot for Finance introduces enhanced capabilities for assistance for prereconciliation staff, offering the following features:
- Data preparation: Use the Agent-assisted data sanitization process for efficient and error-free reconciliation preparation to help ensure source data integrity and accuracy.
- Data selection: Benefit from streamlined auto-generation of matching rules to accurately identify matching transactions for seamless and error-free reconciliation.
Note
This release is available in English only for the February 2024 release. Additional languages will be added following public preview.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States