--- id: video/jhfwx1K0I7Y type: video title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" summary: Bank Account Reconciliation Assistance with Copilot, in public preview with 2023 release wave 2, matches imported bank statement lines to ledger entries using the built-in algorithm first and Copilot for the remainder. The video demos full and partial matching, transfer to GL accounts, and the admin setup. tier: official language: en tags: - bank reconciliation - copilot - ai-assisted matching - statement import - bank transactions - ledger entries - general ledger - semantic matching - preview - azure openai - language limitations - demo data system: finance review: state: reviewed by: opus at: "2026-10-07T23:15:10.742Z" flags: [] generated: at: "2026-10-07T23:15:10.776Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 0c41e88768605bd13b2e7f196cc6f036dd89df42eb30de6946b7aeeb5e550aa1 evidence: - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=158s title: "Bank Account Reconciliation Assistance with Copilot: preview" date: "2023-11-27T10:31:30.000Z" commit: null t: 158 quote: this is now available in public preview with 2023 release Wave 2 - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=118s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 118 quote: we're excited to introduce business Central's second co-pilot capability bank account reconciliation assistance with co-pilot - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=118s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 118 quote: co-pilot is built on Microsoft's industry-leading uh security privacy compliance and responsible AI which means you can trust that your data especially the sensitive - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=158s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 158 quote: this is now available in public preview with 2023 release Wave 2 - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=301s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 301 quote: it will first uh try to match the statement lines from the imported files uh from the imported file with the business Central buil-in - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=812s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 812 quote: this feature is available uh in public preview while we assess feedback from our community - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=832s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 832 quote: this will be delivered in a minor update for Wave 2 now keep in mind that minor updates span from November until March 2024 - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=852s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 852 quote: bank account reconciliation assistance is only available for business Central online what we often refer to as SAS - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=872s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 872 quote: while in preview co-pilot performs better in English language uh with English Bank transactions and in fact uh suggestions might not perform as well - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=944s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 944 quote: there's no need to import a file and you can see that our uh built-in algorithm matched one out of three lines based on - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=964s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 964 quote: it matched the deposit line because it is a one one statement line to multiple Ledger entries this is something that the business Central - kind: video url: https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1091s title: "Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2)" date: "2023-11-27T10:31:30.000Z" commit: null t: 1091 quote: this single switch allowing data movement is really the last thing uh that remains for you to experience co-pilot in business Central links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: jhfwx1K0I7Y channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=jhfwx1K0I7Y published_at: "2023-11-27T10:31:30.000Z" duration_s: 1300 captions: full audience: - functional consultant - administrator - end user - developer - partner chapters: - t: 0 title: Introduction to AI in Business Central and Copilot Overview - t: 139 title: Bank Account Reconciliation and the New Copilot Capability - t: 219 title: Reconcile with Copilot Action and Matching Process - t: 321 title: "Demo: Full Automatic Matching with Copilot" - t: 459 title: "Demo: Partial Matching and Manual Review" - t: 597 title: Transfer to GL Account and Semantic Matching - t: 812 title: Availability, Localization and Language Limitations - t: 912 title: Demo Data Setup and Capabilities - t: 997 title: Prerequisites and Feature Management - t: 1071 title: Azure OpenAI Configuration and Feedback - t: 1152 title: Summary and Developer Tools - t: 1233 title: Closing and Resources features: - name: Bank Account Reconciliation Assistance with Copilot status: preview t: 118 verified: true status_source: video - name: Reconcile with Copilot Action status: unclear t: 219 verified: false status_source: video - name: Hybrid Matching Algorithm status: unclear t: 301 verified: false status_source: video - name: Transfer to GL Account with Semantic Matching status: unclear t: 635 verified: false status_source: video - name: Visual Reconciliation Progress Indicator status: unclear t: 459 verified: false status_source: video - name: Auto-Post If Fully Applied status: unclear t: 479 verified: false status_source: video - name: Description-to-Account Mapping status: unclear t: 759 verified: false status_source: video - name: Copilot and AI Capabilities Page status: unclear t: 1051 verified: false status_source: video - name: Feature Management for Bank Account Reconciliation status: unclear t: 997 verified: false status_source: video - name: Azure OpenAI Regional Configuration status: unclear t: 1071 verified: false status_source: video - name: Copilot Feedback Rating status: unclear t: 1112 verified: false status_source: video - name: Developer Tools for Copilot status: unclear t: 1192 verified: false status_source: video objects_mentioned: - page bank account reconciliations - page bank account reconciliation card quotes: - t: 118 text: we're excited to introduce business Central's second co-pilot capability bank account reconciliation assistance with co-pilot check: exact - t: 118 text: co-pilot is built on Microsoft's industry-leading uh security privacy compliance and responsible AI which means you can trust that your data especially the sensitive check: snapped - t: 158 text: this is now available in public preview with 2023 release Wave 2 check: exact - t: 301 text: it will first uh try to match the statement lines from the imported files uh from the imported file with the business Central buil-in check: exact - t: 812 text: this feature is available uh in public preview while we assess feedback from our community check: exact - t: 832 text: this will be delivered in a minor update for Wave 2 now keep in mind that minor updates span from November until March 2024 check: exact - t: 852 text: bank account reconciliation assistance is only available for business Central online what we often refer to as SAS check: exact - t: 872 text: while in preview co-pilot performs better in English language uh with English Bank transactions and in fact uh suggestions might not perform as well check: exact - t: 944 text: there's no need to import a file and you can see that our uh built-in algorithm matched one out of three lines based on check: exact - t: 964 text: it matched the deposit line because it is a one one statement line to multiple Ledger entries this is something that the business Central check: exact - t: 1091 text: this single switch allowing data movement is really the last thing uh that remains for you to experience co-pilot in business Central check: snapped --- # Introducing: Bank Account Reconciliation Assistance with Copilot (2023 release wave 2) > Bank Account Reconciliation Assistance with Copilot, in public preview with 2023 release wave 2, matches imported bank statement lines to ledger entries using the built-in algorithm first and Copilot for the remainder. The video demos full and partial matching, transfer to GL accounts, and the admin setup. [Watch on YouTube](https://www.youtube.com/watch?v=jhfwx1K0I7Y) · Microsoft Dynamics 365 Business Central (YouTube) · 2023-11-27 · 21:40 · tier official · reviewed (checked by Opus) ## Overview The video introduces Business Central's second Copilot capability, bank account reconciliation assistance. A new "Reconcile with Copilot" action on the bank account reconciliations list opens a dialogue where the user picks a bank account, imports a statement file or online feed, and gets matching proposals. The built-in algorithm runs first, and Copilot handles the lines left unmatched, including matching one line to multiple ledger entries. The demos cover full automatic matching, partial matching with manual review, and transferring unmatched lines to GL accounts using semantic matching. The video then covers availability limits, feature management, Azure OpenAI regional consent, feedback rating, and developer tools used to build the capability. ## Key points - The feature is in public preview with 2023 release wave 2. It is only available for Business Central online (SaaS) and will arrive in a minor update; minor updates span from November until March 2024, so 23.0 does not include it. - Matching order: the built-in algorithm tries the statement lines first, then unmatched lines go to Copilot. Proposals are not saved to the database until the user chooses Keep it. - Copilot works best with English bank transactions, and suggestions may perform worse in other languages or with mixed-language descriptions. The feature is not restricted by country localization or user language. - Unmatched lines can be transferred to GL accounts. Copilot suggests accounts from the line description and account name semantically. Users can override a suggestion and save description-to-account mappings for later use. - When all lines are matched, an option lets the reconciliation post automatically. - Admins may need to enable the feature in Feature Management when upgrading, which requires elevated permissions. The Copilot and AI Capabilities page shows active capabilities and the Azure OpenAI connection. - If the environment's region has no Azure OpenAI service, an admin must turn on the switch that allows data movement to a region where it is available. ## Chapters - [0:00](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=0s) Introduction to AI in Business Central and Copilot Overview - [2:19](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=139s) Bank Account Reconciliation and the New Copilot Capability - [3:39](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=219s) Reconcile with Copilot Action and Matching Process - [5:21](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=321s) Demo: Full Automatic Matching with Copilot - [7:39](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=459s) Demo: Partial Matching and Manual Review - [9:57](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=597s) Transfer to GL Account and Semantic Matching - [13:32](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=812s) Availability, Localization and Language Limitations - [15:12](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=912s) Demo Data Setup and Capabilities - [16:37](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=997s) Prerequisites and Feature Management - [17:51](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1071s) Azure OpenAI Configuration and Feedback - [19:12](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1152s) Summary and Developer Tools - [20:33](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1233s) Closing and Resources ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Bank Account Reconciliation Assistance with Copilot | preview, demoed | [1:58](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=118s) | "this is now available in public preview with 2023 release Wave 2" ([2:38](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=158s)) | | Reconcile with Copilot Action | status not stated, demoed | [3:39](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=219s) | | | Hybrid Matching Algorithm | status not stated, demoed | [5:01](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=301s) | | | Transfer to GL Account with Semantic Matching | status not stated, demoed | [10:35](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=635s) | | | Visual Reconciliation Progress Indicator | status not stated, demoed | [7:39](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=459s) | | | Auto-Post If Fully Applied | status not stated, demoed | [7:59](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=479s) | | | Description-to-Account Mapping | status not stated, demoed | [12:39](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=759s) | | | Copilot and AI Capabilities Page | status not stated, demoed | [17:31](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1051s) | | | Feature Management for Bank Account Reconciliation | status not stated, demoed | [16:37](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=997s) | | | Azure OpenAI Regional Configuration | status not stated, demoed | [17:51](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1071s) | | | Copilot Feedback Rating | status not stated | [18:32](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1112s) | | | Developer Tools for Copilot | status not stated | [19:52](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1192s) | | ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - page "bank account reconciliations" at [3:39](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=219s) - page "bank account reconciliation card" at [9:57](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=597s) Not found in BC28-30: page "bank account reconciliations", page "bank account reconciliation card". ## Quotes - [1:58](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=118s) "we're excited to introduce business Central's second co-pilot capability bank account reconciliation assistance with co-pilot" - [1:58](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=118s) "co-pilot is built on Microsoft's industry-leading uh security privacy compliance and responsible AI which means you can trust that your data especially the sensitive" - [2:38](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=158s) "this is now available in public preview with 2023 release Wave 2" - [5:01](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=301s) "it will first uh try to match the statement lines from the imported files uh from the imported file with the business Central buil-in" - [13:32](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=812s) "this feature is available uh in public preview while we assess feedback from our community" - [13:52](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=832s) "this will be delivered in a minor update for Wave 2 now keep in mind that minor updates span from November until March 2024" - [14:12](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=852s) "bank account reconciliation assistance is only available for business Central online what we often refer to as SAS" - [14:32](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=872s) "while in preview co-pilot performs better in English language uh with English Bank transactions and in fact uh suggestions might not perform as well" - [15:44](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=944s) "there's no need to import a file and you can see that our uh built-in algorithm matched one out of three lines based on" - [16:04](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=964s) "it matched the deposit line because it is a one one statement line to multiple Ledger entries this is something that the business Central" - [18:11](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=1091s) "this single switch allowing data movement is really the last thing uh that remains for you to experience co-pilot in business Central" ## Disclaimers in the video - [2:38](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=158s) preview: this is now available in public preview with 2023 release Wave 2 - [13:32](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=812s) preview: this feature is available uh in public preview while we assess feedback from our community - [13:52](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=832s) coming-later: this will be delivered in a minor update for Wave 2 now keep in mind that minor updates span from November until March 2024 - [14:12](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=852s) subject-to-change: bank account reconciliation assistance is only available for business Central online what we often refer to as SAS - [14:32](https://www.youtube.com/watch?v=jhfwx1K0I7Y&t=872s) preview: while in preview co-pilot performs better in English language uh with English Bank transactions and in fact uh suggestions might not perform as well in other languages Presenters (as heard): Mike porch cardana, Brian Nelson, George chanic, Georgia.