Reconciliation Agent

AI-powered matching, anomaly detection, and approval workflows.

The Reconciliation Agent automates customer, vendor, and bank statement reconciliation. By continuously scanning real-time financial data, applying intelligent matching, and identifying anomalies, it ensures your ledgers stay accurate with minimal manual effort.

Agent Capabilities

‍check_box

Intelligent Transaction Matching

Automatically match customer, vendor, and bank transactions using preconfigured rules and AI-driven pattern recognition.

notifications

Discrepancy Notification & Escalation

When mismatches or anomalies are found, the agent alerts relevant users via email, SMS, or in-platform messages.

inventoryy

Contextual Approvals with Audit Trails

Enable users to approve or reject reconciliation entries with attached documentation. Every action is tracked for audit and compliance.

autorenew

Automated Corrections

Move misclassified transactions, generate corrections entries, and apply configurable rules to resolve exceptions.

center_focus_strong

AI-Powered Anomaly Detection

Leverage machine learning to detect unusual activity based on historical transaction patterns. Flag high-risk records for review.

Key Outcomes

schedule

Save Time

Eliminate repetitive, manual reconciliation tasks and accelerate month-end close.

notification_important

Improve Accuracy & Escalation

Eliminate repetitive, manual reconciliation tasks and accelerate month-end close.

integration_instructions

Integrate Seamlessly

Connect to any ERP, accounting or banking platform with flexible integration options.

visibility

Gain Visibility

Use integrated dashboards or bring your own tools (e.g., Power BI, Tableau) to monitor reconciliation performance across accounts.

Get started with the Reconciliation Agent

Ready to eliminate manual reconciliation and close your books faster? Talk to us about activating the Reconciliation Agent in your finance workflows.

Get Started