Case study
Automating ERP and Shopify month-end reconciliation.
A browser-based reconciliation tool built to compare month-end activity from ERP and Shopify sources, preserve controls, identify exceptions, and produce reviewable output.
The manual problem
Month-end reconciliation requires information from different business-system exports to be assigned to the correct accounting period, matched at the appropriate business key, and reviewed for missing records or amount differences.
What the tool does
- Reads the required source workbooks.
- Lets the user select the accounting month.
- Runs the reconciliation logic.
- Highlights controls and warnings.
- Shows detailed reconciliation results.
- Provides a full Excel workbook for further review.
Why this is a useful automation pattern
The employee no longer has to recreate the comparison logic manually each month. The same rules are applied consistently, while exceptions remain available for human review.
Explore the workflow
This short interactive example uses invented records; it is not the actual ERP–Shopify application.