If you’ve ever spent hours manually comparing data in Excel to reconcile differences, you know how tedious and error-prone the process can be. That’s where the Reconciliation Agent comes in: a smart assistant that helps you automate financial reconciliations using Excel, SharePoint, and just a few simple steps.

In this post, I’ll walk you through what the Reconciliation Agent is, what you need to get started, and how to set everything up (from templates to permissions) so you can let the agent do everything automatically. … More Meet the Finance Reconciliation Agent