The addition of a feature that allows users to directly connect their bank accounts to Dynamics 365.

Should also include configurable rules to automatically match, post and clear transactions based on predefined criteria.

Efficiency: Automating the download and reconciliation process would save significant time and reduce manual data entry.

Accuracy: Automated matching and posting would minimize errors and ensure more accurate financial records.

Implementation Suggestions:

• Bank Integration: Provide secure APIs to connect with various banks for transaction downloads.

• Automated Rules: Allow users to set up rules for automatic posting, matching, and clearing of transactions.

• User Interface: Design an intuitive interface for managing bank connections and configuring reconciliation rules.

I believe these enhancements would be highly beneficial to many users. Thank you for considering this request. I look forward to your positive response.