Illustrative example
Automated reconciliation
Automatically compare transaction and settlement records and bring differences together for review.
From source information to everyday work
01 / Source information
Transactions
Settlement records
Matching rules
02 / Ready for your team to review
Items with differences
01
Transaction amount
Difference02
Settlement status
Check missing03
Transaction date
Check record✓Reviewed by your team before use
Separate items with differing amounts, dates or status.
Today
Compare transaction and settlement records line by line.
With FlowOS
Organize discrepancies for staff to check.
Common questions
Before you get started
What rules are needed for automated reconciliation?
We first define matching fields such as transaction IDs, items, amounts and dates. Missing or inconsistent entries are grouped for staff to check against the source records.
What task would you like to spend less time on?
You do not need a finished plan. Start with one recurring task.