{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/aac6603d4fd44b368cbd7dfc765df3e0\" frameborder=\"0\" width=\"2608\" height=\"1956\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1956,"width":2608,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1956,"thumbnail_width":2608,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/aac6603d4fd44b368cbd7dfc765df3e0-dffbc196e5536c04-full.jpg","duration":779.15,"title":"CoPlan Governed Actions for Vendor Reconciliation","description":"This Loom demonstrates CoPlan product feature actions for reconciling vendor statements against Dynamics 365 Business Central with the same policies, permissions, and audit logging whether users act in-app or via agents like Claude or ChatGPT. It shows AP workflows pulling ERP invoices, payments, purchase orders, and receipts and classifying vendor statement emails, then using rules to unify discrepancies as events. As Ava, an AP clerk, it identifies three open mismatches, auto-resolves two, and shows how consequential actions require approval, including a December 31st statement with a $10,000 difference out of $21,000. It then switches to Connie, the controller, who approves a governed posting workflow for a $300 credit, after which Business Central shows the posting and activity logs capture actions across users and channels."}