D365FOAdviceTips

Tag: reconciliation-agent

  • Streamline Account Reconciliation with D365

    Streamline Account Reconciliation with D365

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    by

    Sebastien Manjony
    in

    This guide outlines the setup and use of account reconciliation agents in Dynamics 365 Finance and Operations. The process begins by reconciling subledgers with general ledger balances through automated issue detection and solution recommendations. Key prerequisites include linking to Dataverse and activating necessary features. The account reconciliation workspace allows users to manage exceptions and view…

  • Revolutionize Accounting with Dynamics 365’s AI Reconciliation Agent

    Revolutionize Accounting with Dynamics 365’s AI Reconciliation Agent

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    by

    Sebastien Manjony
    in

    Microsoft’s introduction of the autonomous account reconciliation agent in Dynamics 365 Finance & Operations revolutionizes financial reconciliation, traditionally a tedious manual process. The agent employs AI to continuously monitor discrepancies between general and sub-ledgers, automatically reporting exceptions and recommending solutions. It enhances efficiency, reduces human error, and ensures regular updates to financial records, aiding decision-making.…