Available with: Copilot Studio
Finance scenario: Balance sheet reconciliation agent
Scenario
Using AI Agents to build a balance sheet reconciliation agent
Ensure accurate balance sheets by detecting variances and automating corrections.
Automatically pulls financial data from multiple sources.

Copilot Studio Agent
Automatically gathers data from all relevant systems to begin reconciliation.
Aligns transactions across systems and business units to ensure consistency and detect cross-entity discrepancies.

Copilot Studio Agent
Aligns records across entities to catch discrepancies and maintain consistency.
Identifies gaps in transactions, unrecorded entries, and currency mismatches.

Copilot Studio Agent
Flags gaps, unrecorded transactions, and mismatches before they impact close.
Agent correlates mismatch causes (timing issues, missing entries). Agent recommends adjustment entries to resolve differences and routes to Manager for review.

Copilot Studio Agent
Identifies why variances occurred and suggests corrections to resolve them.
Tracks reconciliation status and routes unresolved issues for review.

Copilot Studio Agent
Monitors reconciliation progress and escalates unresolved issues to the right teams.
Continuously tracks financial records, spots trends and patterns, and sends timely alerts for any anomalies.

Copilot Studio Agent
Keeps an eye on trends and anomalies in real time to prevent downstream errors.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
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