Challenges
Finance and operations teams often manage reconciliation tasks across multiple systems—comparing ERP records with bank statements, provider portals, internal spreadsheets, and more. This process is time-consuming and error-prone, especially when data is inconsistent or spread across formats. Mismatches can go unnoticed, reporting gets delayed, and teams lose time digging through records manually.
Our reconciliation bots automate the end-to-end reconciliation process by pulling in data from various sources, comparing values, and identifying discrepancies. Here's how it works:
Multi-source integration: Connects with ERP systems, banking portals, provider platforms, and local files like spreadsheets.
Automated cross-checking: Compares key values—such as payment amounts, invoice numbers, or dates—across datasets to detect mismatches.
Discrepancy flagging: Highlights inconsistencies, missing entries, or duplicate records for easy follow-up.
Structured reporting: Generates clear summaries and reconciliation reports for finance or operations teams.
Action-ready outputs: Data can be exported or sent via email for further action or uploaded back into internal systems.
See below for examples of our bots in action:
Solution
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