AI Features for Account Reconciliation

Feature What it Does AI Type Initial Release
Natural Language Filtering Using GenAI Uses natural language to filter data on the following User Interface pages: Profiles list, Reconciliations list, Transactions list, Reconciliation Balances tab, Detail Balances tab, and Matching page. Instead of manually selecting filter attributes, operators, and values, you enter a request using natural language. Generative AI interprets your request, converts it to valid filter conditions, and then applies them using the existing filter bar. GenAI 26.11
Reconciliation Assignment Assistance Predicts the value of a specified attribute by using Machine Learning algorithms that are trained on historical data. For each predicted value, an attribute is created for confidence percentage. A higher confidence percentage indicates that the predicted value is likely more accurate. Predictive

25.12

Transaction Matching Assistance Predicts matches in Transaction Matching by using a prediction model that is trained using your historical manual match data. Users have the option to review the predicted matches and confirm or discard them. For each predicted value, an attribute is created for confidence percentage. A higher confidence percentage indicates that the predicted value is likely more accurate. Predictive

25.12