How to Use the Account Reconciliation Agent in D365 Finance & Operations (Setup, Features, and Best Practices)
Finance teams using Dynamics 365 Finance and Operations (D365 FO) are experiencing a significant shift in how account reconciliations are handled, thanks to the Account Reconciliation Agent. First introduced in preview with version 10.0.44 and greatly enhanced in 10.0.46 (now production-ready preview), this AI-powered agent helps organizations move away from stressful, reactive month-end reconciliations toward a cleaner, continuous close process. The agent continuously monitors alignment between subledgers, Accounts Payable, Accounts Receivable, Bank, and Tax and the general ledger, detects discrepancies early and intelligently suggests how to fix them. All of this happens in one place: the Account Reconciliation workspace. In this blog post, we’ll walk through the feature logically: Why the agent matters What it does and how it works How to enable and configure it (Hands-on) Why This Agent Matters: The Shift to Continuous Recon...