Reconcile data between two business systems
A reconciliation tool compares two sources, explains what matches, isolates missing or different records, and keeps the exceptions visible for review.
Common uses
ERP versus ecommerce
Built around the fields and rules your process actually uses.
Commercial Invoice versus Cargo Receipt
Built around the fields and rules your process actually uses.
Accounting versus payment system
Built around the fields and rules your process actually uses.
Order file versus shipment file
Built around the fields and rules your process actually uses.
Monthly system-to-system reconciliation
Built around the fields and rules your process actually uses.
Is this happening in your business?
We compare two exports every month.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
We need to know which records are missing on either side.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
We need dollar variances without checking every line.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Start with one repeated task
Bring the current files, the steps employees perform, the business rules they apply, and an example of the desired output. The goal is to determine whether a small tool can create a measurable improvement.
Describe the task