Account Reconciliation Agent | FastTrack Dynamics 365 Bites | Dynamics 365

Learn about the latest enhancements to the Account Reconciliation Agent in #Dynamics365 #Finance, including intelligent matching, journal entry creation, and improved reversal flows—designed to accelerate financial close and reduce manual reconciliation effort. In this #Dynamics365Bites session, Satya Teki from the Microsoft #FastTrack team walks through current challenges finance teams face, explains how the Account Reconciliation Agent addresses them, and demos key improvements in the latest release. _________________________________ Chapters 00:00 Welcome to the Dynamics Bite session 00:04 Introduction to the Account Reconciliation Agent 00:10 Latest announcements overview 00:26 What the Account Reconciliation Agent does 00:51 Common reconciliation challenges for finance teams 01:34 Account Reconciliation Workspace overview 02:22 How the agent supports smarter financial decisions 02:48 Agent-driven exception handling and learning 03:43 Key benefits of the Account Reconciliation Agent 04:26 Overview of new enhancements 04:35 Creating journal entries for amount mismatches 05:21 Journal creation directly from the workspace 06:59 Enhanced transaction reversal flow 07:46 Reversal demo walkthrough 08:31 Intelligent matching enhancements 09:37 Session summary and closing