Business
Financial reconciliation
Automated matching and exception review for your transaction records.
What it is
A financial reconciliation system that ingests transaction records from multiple sources, automatically matches entries against ledgers or bank statements, and surfaces exceptions for manual review. Includes a reviewer dashboard for resolving mismatches and an audit trail of every reconciliation decision. Built for finance teams closing books across multiple accounts or entities.
Features
- Multi-source transaction ingestion
- Automated entry matching against ledgers
- Exception queue for manual review
- Reviewer dashboard with resolution workflow
- Audit trail of reconciliation decisions
- Multi-entity and multi-account support
- Scheduled reconciliation runs
Platforms
- Web
Delivery modes
- Our cloud
- Client cloud
- On-prem
Integrations
- Accounting software
- Banking data provider
- SSO / SAML
- Object storage
Timeline
Every engagement is quoted individually, against your data, your infrastructure, and your scale.
7 days
Demo
3 weeks
Build
5–7 weeks
Live
The 7-day demo is a flat $2,500, credited in full against the build if you sign within 60 days of delivery. Your fixed quote arrives within one business day of a complete inquiry.