FINANCE & OPERATIONS
Find mismatches across systems without checking every row by hand.
Compare records from different sources, match what agrees and make exceptions easier for your team to investigate.
Talk through this processTHE CURRENT PROCESS
Where time
gets lost.
Exports are downloaded from multiple tools, columns are normalized, rows are compared and unmatched items are tracked in a separate spreadsheet.
A workflow shaped around your rules
A reconciliation workflow can bring selected data together, apply agreed matching rules and prepare a review queue with the source records and mismatch reason visible.
HOW IT COULD WORK
From incoming work
to a clear next step.
Illustrative workflow. The exact steps depend on your process and software.
- 01Collect records from the systems or files involved
- 02Normalize fields used for matching
- 03Apply exact and approved tolerance rules
- 04Present unmatched or ambiguous records for review
PRACTICAL BENEFITS
Make the work
easier to manage.
- Repeatable matching rules
- Exceptions grouped for investigation
- Less spreadsheet preparation
- A traceable view of source data and decisions
Matching tolerances and exception handling are agreed with your team before implementation.
START WITH YOUR PROCESS
Let’s see where
the friction is.
Share what your team handles today. We’ll talk through the process and what a sensible next step could look like.
Tell us what you’d like to improve