Skalable AI Finance Agents

Your bank rec, matched by AI.
Approved by you.

Bank reconciliation for Microsoft Dynamics 365, from the simple lines to the deposits your team dreads.

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Operating account Statement lines → D365
3 matched · 1 flagged
Bank statement Match in D365
ACH credit Four remittances $12,480.00
1 : 4
4 customer payments Customers 014, 022, 031, 047 $12,480.00
Wire transfer Customer 088 $8,950.00
1 : 1
Customer payment Customer 088 $8,950.00
Card settlement Daily batch $1,236.40
1 : 1
Settlement batch Card processor $1,236.40
ACH credit No reference $640.00
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Flagged for your review No confident match, so it isn't forced
Ready for your review in D365 Illustration · synthetic data
One deposit, many payments Grouped ACH credits matched back to each customer payment.
Flagged, not forced Lines without a confident match come to your team.
Approved in D365 Every proposed match waits for your team's sign-off.