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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Dec 20, 2024 |
- |
Business value
With Microsoft 365 Copilot for Finance, you can tailor the reconciliation process by categorizing transactions to improve comparison accuracy. This customization lets you match your specific requirements and the state of the data you reconcile. You maintain clarity in the reconciliation reporting by defining how the data is presented.
Feature details
Microsoft 365 Copilot for Finance introduces enhanced capabilities for the reconciliation process, offering the following features:
Customizable tolerance definition: Tailor your reconciliation to your business process specifics by defining allowed tolerance levels. This feature empowers you to categorize transactions accurately, ensuring alignment with your unique operational requirements.
Numeric and monetary value parameterization: Take full control of numeric and monetary values with Copilot's parametrization options. Whether it's adjusting values to absolute for comparison or modifying signs, you can customize your settings to match your exact needs and the state of the raw data.
Precision and presentation settings: Fine-tune your reconciliation with configurable floating precision, rounding rules, and data presentation options. This level of parametrization allows you to maintain consistency and clarity in your financial reporting.
Note
This feature is available in English only for the February 2024 release. We plan to add more languages after the feature enters preview.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.