Revenue & Finance
Reconcile
Automated bookkeeping reconciliation and revenue recognition.
Scoped in 1 day · delivered in 7 · 28 days of production support · 7 seats / release
What it does
Reconcile matches transactions across your billing system, payment processor, and accounting ledger, then flags the exceptions a human actually needs to look at. The goal is to shrink month-end close from days of manual matching to a reviewed queue you can clear in an afternoon.
Revenue recognition is handled against the schedules you define, so deferred and recognized amounts stay consistent without spreadsheet gymnastics. In practice, most teams see 85-95% of routine transactions auto-match, leaving a small tail of genuine discrepancies for review.
It does not replace your accountant or close the books for you. Expect a setup window of one to three weeks to map your chart of accounts and matching rules, after which the daily reconciliation runs on its own.
How it embeds
The flow, end to end.
Ingest
Pull transactions from billing, processor, and ledger
Match
Three-way match against amounts, dates, and references
Recognize
Apply deferred and recognized revenue schedules
Flag
Route genuine discrepancies to an exception queue
Review
A human clears exceptions with full match history
Post
Write reconciled entries back with an audit trail
Sample connectors
Configure
Priced on what it costs to run.
Move the slider to your real volume. You see the estimated infrastructure cost itemized, our flat fee on top, and the one-time setup — no markup hidden in a per-seat license.
Configure your volume
Infrastructure (estimated)
$2,950 one-time setup — configuration, testing, documentation & go-live support.
Comparable vendor: $400/mo · 33% less than market rate.
7 seats per release · cancel anytime · no lock-in
Ask the specialist
Anything about this automation.
Ask anything about this automation — how it connects, what it costs to run, where it fits.
Schedule a demo
See it running in your environment.
30 minutes. We walk a live configuration against your actual systems. You leave with a scoped plan and a fixed quote.