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	Jul 2025	Sep 2025

Business value

The Preview automatic bank reconciliation matching results feature allows users to preview matching results, and review and handle exceptions during an automatic bank reconciliation matching process. The feature ensures accurate matching and discrepancy minimization by allowing users to select which exceptions require review and are selected for user checks.

Feature details

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

• Matching rule simulation.
• Matching preview and option to update bank reconciliation results.
• Ability to select matching rules that should be manually reviewed before posting results during reconciliation process.
• Pending review screen for user to investigate matching results.
• Option to review bank reconciliation matching exceptions.