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Applies to: Dynamics 365 Commerce
This agent ingests settlement files, normalizes them into a data store, applies reconciliation policies, and produces a prioritized list of exceptions and reconciliation outputs for review and downstream reporting.
Note
The agent templates and assets are hosted in Viva Engage Communities. If you're interested in the Commerce agent templates, fill in this form.
Overview
This agent improves close confidence by reconciling retail transactions to payment provider statements. It highlights mismatches and exceptions for faster resolution.
Key benefits
- Automated matching and settlement validation
- Detection of discrepancies, variances, and missing or unprocessed transactions
- Configurable reconciliation policies and tolerance rules
- Audit-ready output with clear exception lists
- Human-in-the-loop review to approve and action exceptions
Scenarios
- Reconcile bank settlement files versus retail transactions
- Identify fee and payout variances beyond tolerance
- Detect orphan or missing transactions
- Produce exception worklists for finance operations
- Generate audit logs and reconciliation reports
Industries
- Retail
Required products and services
- Dynamics 365 Commerce
- Microsoft Copilot Studio
- Copilot Studio Credits Capacity
- Power Apps and Power Automate
- Azure services