SourceForge Software Services has shipped the SourceForge Reconciliation Agent for Microsoft Dynamics 365 Business Central, joining the AI Assistant for BC and the OCR Payable Agent in our Business Central extension line.
The Reconciliation Agent automates the reconciliation of Customer Ledger Entries, Vendor Ledger Entries and Bank Account Ledger Entries against statements received from counterparties or banks. Supported source formats: PDF (text and scanned), Microsoft Excel, CSV, ISO 20022 camt.053 XML, SWIFT MT940 and image formats (PNG, JPG, TIFF). Structured formats parse deterministically; PDFs and images route through the Claude-backed AI service for layout-aware extraction.
The matching engine runs in four tiers. Tier 1 closes lines with exact document number, amount and date matches. Tier 2 applies configurable amount and date tolerances. Tier 3 uses Jaro-Winkler and Levenshtein fuzzy matching over descriptions and counterparty aliases. Tier 4 invokes Anthropic Claude on the residual unmatched lines, with Zero Data Retention headers set on every call. In production engagements, tiers 1 through 3 typically close 60 to 85 percent of lines without any AI involvement.
Every monetary effect routes through the standard Business Central General Journal. The extension stages adjustments and back-stamps audit fields; it does not post anything directly. Finance keeps full control of what posts and when.
The extension is standalone with zero hard dependencies and detects companion extensions at runtime. India regional support is optional per company and adds GSTIN-aware counterparty matching, TDS section mappings and paise rounding. AppSource submission is pending; v0.1 is shipping today to early adopters.
Full product page at /products/sourceforge-reconciliation-agent