Dynamics 365 AI Agent: Account Reconciliation Agent - 4-Wk Assessment

Vivicta is offering an initial consultation to discuss the implementation of an Account Reconciliation Agent—a sophisticated AI solution designed to automate financial integrity through intelligent ledger matching within your Dynamics 365 Finance & Operations environment.

By replacing manual searching and checking with a high-speed automated process, this solution ensures high data quality and fewer errors while maintaining required governance and security standards.

Intelligent Financial Orchestration

Built using the advanced capabilities of Microsoft Copilot Studio and Dynamics 365 Finance, the agent utilizes Dataverse and specialized connectors to bridge core financial data with autonomous agent management. This architectural foundation enables a secure user interface that automates subsidiary ledger matching with the general ledger, providing real-time transparency into organizational financial health.

Core Pillars of the Solution

Automated Logic & Fulfillment: The agent implements proactive handling of transaction discrepancies to improve overall transparency and recover up to 200 hours monthly.

• Period Acceleration: Enables a significantly faster financial period close by automating high-volume reconciliation tasks across various subsidiary ledgers.
• Significant Efficiency Gains: Achieves an 80% auto-match rate on up to 10,000 lines, allowing financial teams to focus on high-value exceptions rather than manual entry.
• Proactive Oversight: Continuously monitors ledger integrity to identify and flag discrepancies immediately, ensuring that data quality remains high throughout the fiscal month.
• Security & Compliance: Maintains strict governance and security protocols to ensure that all automated financial activities meet enterprise-grade compliance standards.

Upon completion of the assessment, a tailored implementation proposal will be developed based on your organization’s scope, complexity, and strategic priorities.

Free Pricing subject to funding from Microsoft.