Bank Reconciliation Import and Artificial Intelligence Video
In this ‘How-To’ video, learn how Bank Reconciliation Import and AI function in HomeBuilder.
*Bank reconciliation import and AI using Microsoft’s Copilot is available to anyone with a Business Central license. Talk to Suite Engine today!
Duration: 15 minutes
What You’ll Learn
You’ll see how to set up bank statement imports in Business Central and enable Copilot AI to speed up your reconciliations. This works for HomeBuilder users and standard Business Central users alike.
Video Overview
This 15-minute walkthrough shows you both setup and real-world use. You’ll watch the complete process from enabling AI features to importing your first bank statement file and running a reconciliation with intelligent matching.
What’s Covered:
Setup Requirements
- Confirm you’re running Business Central 23 (check Help & Support)
- Enable Copilot and AI capabilities
- Activate bank reconciliation with AI in Feature Management
- Configure bank statement import format using CSV files
The Import Process
- Export transactions from your bank as CSV
- Use Assisted Setup to map your file format
- Define columns for dates, amounts, and descriptions
- Save your configuration for future use
Running Reconciliations with AI
- Import bank statements with one click
- Watch Copilot match transactions automatically
- Handle outstanding entries that don’t match
- Review AI suggestions before posting
Key Takeaway
You can reconcile faster with semi-automated imports and AI matching. The system handles the matching logic while you maintain control over what gets posted.
Who Should Watch
- HomeBuilder users managing construction company finances
- Business Central users processing bank reconciliations
- Anyone looking to reduce manual data entry during month-end
- Teams evaluating AI features in Business Central
Technical Notes
Prerequisites:
- Business Central version 23 or higher
- Bank that exports CSV transaction files
- User permissions for Feature Management and bank reconciliation
AI Features:
- Copilot matches transactions even with date discrepancies
- System learns from your approval patterns
- You review and approve all matches before posting
Time Investment
Setup: 10-15 minutes (one-time configuration)
Each reconciliation: 2-5 minutes after import
Related Resources
For detailed written instructions, visit the HomeBuilder Knowledge Base.
Have questions about this process? Submit a support ticket, and our team will help you get started.
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