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AI-Powered Automated Bank Reconciliation Solution for Microsoft Dynamics 365
Trident Automated BRS Platform is an Agentic AI-powered bank reconciliation solution that automates statement ingestion, transaction matching, exception handling, and ERP posting. Designed for Microsoft Dynamics 365 Finance & Operations, Business Central, and SAP environments, the platform helps finance teams reduce reconciliation effort by up to 80%, improve matching accuracy, and close books faster with complete audit traceability.

Eliminate Manual Reconciliation. Accelerate Financial Closures with AI.

  • 80% Reduction in Manual Reconciliation Effort
  • 99%+ Transaction Matching Accuracy
  • Supports CSV, XLSX, OFX, MT940 & BAI2 Formats
  • 100% Audit Trail on Every Match & Adjustment
  • Direct Posting to ERP Ledgers
  • AI-Powered Exception Management
  • Enterprise-Grade Security & Compliance
  • Built on Microsoft Azure Cloud

PURPOSE-BUILT ENTERPRISE AUTOMATION

Reconciliation should not be a month-end fire drill. Our platform replaces spreadsheets, e-mailed statements, and manual matching with autonomous agents that learn from every approval — so finance teams focus on exceptions, not entries.

Ingests anything

BRS platform securely ingests bank statements via SFTP, e-mail, and APIs, using Azure Document Intelligence to accurately extract data from raw PDFs

Matches Intelligently

Executes precise multi-tier reconciliation including exact, fuzzy, temporal, and structured pattern matching rules
coupled with granular confidence scoring

Learns Continuously

Every manual user correction or adjustment proactively fine tunes the underlying machine learning matching logic for subsequent runs.

Direct ERP Ledger Posting

Automatically orchestrates adjustment entries, full transaction reversals, and journal generation straight to your core General Ledger.

STRATEGIC VALUE BY AUDIENCE

For Finance

  • Eliminatetedious Excel VLOOKUP
  • AI auto-suggests matches;
    operators simply review & click
  • Real-time dashboard visibility over
    unmatched entries
  • One-click direct posting to D365 / SAP
  • Comprehensive reversal workflows
    with audit context

For IT & Security

  • Pure serverless architecture: zero
    VMs to manage or patch
  • Strict multi-tenant data isolation
    standards
  • Native telemetric observability via
    Application Insights
  • Granular RBAC controls through
    corporate Entra ID

For Leadership

  • Real-timefinancial match-rate KPI
    visibility
  • Regulatory-ready, completely
    traceable audit trails
  • Compress closing cycles from days
    to mere hours
  • Scales instantly across global
    entities & varied ERPs
  • No per-transaction licensing fees

READY TO TAKE THE NEXT STEPS WITH TRIDENT’s AUTOMATED BANK RECONCILIATION SYSTEM

Contact us today to schedule a quick chat about your project, or sign up for one of our monthly demos! 

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