💰 Finance & Accounting

Find unmatched items in an account reconciliation

💰 Finance & AccountingMicrosoft 365 CopilotIntermediate★ Popular

Task · Account reconciliation
Time saved · 1-2 hrs per rec (estimate, not measured)

Steps

1. Format your data as an Excel table saved in OneDrive/SharePoint
2. Open Copilot in Excel
3. Enter the prompt
4. Check any formulas and totals Copilot adds

Prompt / template

Compare the GL Detail table with the Bank table and highlight rows in either table with no matching amount and date. Add a column showing the difference.

Source · https://support.microsoft.com/en-us/copilot-excel
Last checked · 2026-10-16

More Finance & Accounting workflows →