In this article
Product Information
- Introduction
-
Bank reconciliation agents
- Reporting
- Governance
- FAQ
Release Notes
- 10.0.47.20260707
- Installation process
DXC Agent for Finance in D365 FSCM
Introduction
The DXC Agent for Finance in Microsoft Dynamics 365 Finance and Operations (D365 F&O) is designed to streamline and automate the process of Finance processes in D365 FSCM.
By leveraging Microsoft Foundry and DXC Agent instructions, the agent helps organizations reduce manual effort, improve accuracy, and accelerate period-end close activities.
DXC Agent for Bank Reconciliation
The DXC Agent for Bank Reconciliation assists finance teams by:
- Automatically matching bank statement lines with bank transactions
- Easily identify transactions that were matched with the agent
- Reduce manual reconciliations
- Users are not required to create/maintain Reconciliation matching rules
This user guide provides an overview of the Bank Reconciliation Agent’s purpose, capabilities, and usage within D365 Finance and Operations. It is intended to help users understand how the agent supports efficient bank reconciliation and how it fits into the overall cash and bank management process.
The following agents are available (if licensed):
| Feature | Actions available in feature |
|---|---|
| DXC Agent for bank reconciliation | • Match with bank documents - Match bank statement transaction with bank document and bank documents to bank documents. |
| DXC Agent for bank reconciliation voucher generation | • Generate voucher - Create a new voucher transaction based on history for the bank account. |
| DXC Agent for bank reconciliation payment journal generation | • Generate customer payment - Create a new customer payment journal and settle an invoice where applicable. • Generate vendor payment - Create a new vendor payment journal |
Reporting
The following reporting is available in DXC Agent for Bank reconciliation:
- All agents dashboard - Power users can view telemetry by month for applicable agents.
- Bank reconciliation - Displays agent results for each reconciliation’s Matched transactions.
Disclaimer
The AI functionality provided by this software is offered on an ‘as is’ basis and may generate inaccurate, incomplete, or misleading information. Users must independently review and verify all outputs before reliance or use.
Demonstration
Watch DXC Technology’s short demonstration on DXC Agent for Bank reconciliation in D365FSCM solution here. Duration 3.5 minutes: