In short
A reconciliation workflow matches transactions, chases missing receipts and prepares the close checklist before the controller logs in.
The problem
Closing the books meant nine days of matching transactions, chasing receipts over email and rebuilding the same checklist each month.
What we built
An automated reconciliation pipeline that matches bank lines to ledger entries, pings owners for missing receipts, and flags only true exceptions for the controller.
The result
The close now takes about three days, and the team reviews exceptions instead of hunting for them.
