Reconcile bank accounts with Copilot

  • 9 minutes

With Copilot, you can reduce bookkeeping effort when reconciling bank accounts by matching more transactions and suggesting G/L accounts to post the remaining transactions.

The bank account reconciliation feature in Business Central includes the following Copilot features:

  • AI-powered transaction matching that complements rule-based matching and further reduces the remaining unmatched transactions that require review.

  • AI-powered G/L account suggestions where Copilot suggests the most likely G/L account to post any residual transactions to and offers the opportunity to remember a specific transaction description for the next reconciliation.

Screenshot of Checking Home tab showing the Reconcile with Copilot option.

Availability

This feature is exclusively available for Business Central online.

You can use it in both production and sandbox environments with any country localization of Business Central. Also, the Bank Account Reconciliation with Copilot is available for any user language.

Get started with reconciling bank accounts with Copilot

The feature is automatically enabled with Business Central Update 24, but administrators can enable it as early as Update 23.1. To enable features ahead of time, sign into your online environment and enable the Feature Preview: Bank account reconciliation with Copilot feature for all users on the Feature Management page.

Screenshot of search for reconciliation showing that it was Automatically enabled from Update 24.

The following demonstration shows how to reconcile a bank account with Copilot.