Preview automatic bank reconciliation matching results

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Sep 2025	Dec 2025

Business value

The Preview automatic bank reconciliation matching results feature enables users to preview matching results and review and handle exceptions during an automatic bank reconciliation matching process. By allowing users to select exceptions that require review and user checks, the feature ensures accurate matching and minimizes discrepancies.

Feature details

The Preview automatic bank reconciliation matching results feature includes the following capabilities:

• Matching preview with an option to update bank reconciliation results.
• Ability to select matching rules for manual review before posting results during the reconciliation process.
• Pending review screen for users to investigate matching results.
• Option to review bank reconciliation matching exceptions.