SoftTech AI Registry
Microsoft · Dynamics 365 Finance

Account Reconciliation Agent

An agent in Dynamics 365 Finance that evaluates subledger-to-general-ledger reconciliation exceptions raised by the Account reconciliation workspace and generates a recommended mitigating action, an analysis and a justification for each exception. Microsoft documents the agent as a "production ready preview" and its documentation as prerelease. The agent produces and logs recommendations; the mitigating actions themselves (create journal entry, reverse, match, accept without change) are selected and submitted by a user.

Recorded characteristics

Function
The Account reconciliation workspace reconciles the general ledger against the accounts payable, accounts receivable, tax and bank subledgers on a scheduled background process (the Automatic account reconciliation process, by default every six hours) and raises exceptions. When the agent is enabled, it evaluates exceptions and produces, for each one, a Suggested action plus AI-generated Analysis and Justification fields. Microsoft documents that the agent recommends actions for voucher amount mismatch exceptions and that it processes the exception types "Voucher amount mismatch" and "Pending accounting transferred to general ledger". Agent output appears in the workspace as "Fix suggested by agent", on the Account reconciliation agent card, and in the Activity pane timeline. Agent suggestions also drive the grouped view on the Mitigate exceptions page, where a user can select a group, adjust per-row actions and fields, and submit a bulk mitigation. The underlying Power Automate flows shipped with the agent are named "Determine work to be done", "Generate and log recommended action", "Agent execution is triggered" and "Complete agent activity request".
Data access
Reconciliation data in the Dynamics 365 Finance environment: general ledger and the accounts payable, accounts receivable, tax and bank subledger transactions for the modules and legal entities enabled in the Account reconciliation configuration, from the configured start date. Accounts evaluated come from existing posting profile setup and bank and tax account setup in each legal entity. The agent runs against the finance and operations environment through Dataverse and Microsoft Copilot Studio connections made with the agent identity user, and requires the agent's virtual entities.
Actions
Generative only
External actions
No
Human confirmation
Required
Permission basis
Dedicated agent identity
Administrative control
The feature must be enabled in Feature management ("(Preview) Account reconciliation agent", alongside Immersive Home and Agent management). An administrator then enables the Account reconciliation template on the Agents page and configures the reconciliation start date, the participating modules and their priority order, and daily or monthly exception limits. Optional alerts can be configured for a balance threshold, for reaching 50%, 75% or 90% of the selected exception limit, and for runs skipped because a limit was reached. Microsoft states the agent does not run until the settings are reviewed and confirmed, and that the agent must then be activated; settings can be edited after activation. Deployment requires either the Agent deployment wizard in the Power Platform admin center (Copilot Hub) or manual creation of Dataverse and Microsoft Copilot Studio connections under the agent identity plus activation of the agent's Power Automate flows. Reconciliation processing per module is enabled or disabled on the Account reconciliation configuration page, and the Automatic account reconciliation process schedule is adjustable in process automation background processes.
Default state
Disabled
Availability
Documented as "production ready preview"; the documentation is marked prerelease and subject to change. Requires Dynamics 365 Finance version 10.0.46 or later, the Feature management features Immersive Home, Agent management and "(Production ready preview) Account reconciliation agent", and, in the Power Platform admin center, "Copilot for finance and operations apps" version 1.0.3048.2 or later and "Copilot in Microsoft Dynamics 365 Finance" version 1.0.3049.1 or later. The required Microsoft Copilot Studio agent is published automatically unless blocked by data loss prevention policies.
Licensing
Microsoft states that the system agent security role is exempt from Dynamics 365 finance and operations user license requirements. No further pricing, consumption or capacity terms for this agent were established from the Microsoft primary documentation reviewed.
External model or provider
Not established. Microsoft states only that it might automatically update the AI model used by the service, so the model that generates responses might differ from the one displayed in the user interface. No specific model or provider is named in the reviewed documentation.
Limitations and uncertainty
Microsoft documentation reviewed does not establish: the specific AI model or provider; whether reconciliation content is retained or used for training; retention periods; immutable or tamper-evident audit logging beyond the documented exception history and Activity pane; any per-run volume limits beyond the configurable daily or monthly exception limits; error semantics for the agent's own evaluation runs; or general-availability timing. Marketing-level statements that the agent will "eventually resolve the issue on your behalf" describe future intent and are not treated as current capability. Bulk submission of mitigations is a user action taken in the workspace: the confirmation dialog states the action can be undone, failed rows remain in the grid with per-voucher messages, and rows whose action is "Match exceptions" are skipped. Undo of an addressed exception is available and requires a reason.

Evidence