Reconciliation Agent
Ties out the books while the coffee's still hot.
Not a chatbot, a finance specialist. Matches bank, card, and ledger lines on its own and works the exceptions as they appear, so reconciliation stops being a month-end marathon. The code is yours.
- Third-party feeds
- Documents & forms
- System records
- Decision log entries
- Structured records
- Scored recommendations
Why this work breaks at scale.
More BPO or more spreadsheets both scale with cost, and neither gives a reviewer the evidence they want.
What the Reconciliation Agent does for your team.
Escalates cleanly
Knows the edge of its competence and hands off without losing a single line of context.
Reads what you already have
Ingests documents, records, and messages in the formats your finance stack produces, no clean-room data prep required.
Explains every decision
Each output ships with its reasoning and the source it drew from, so a reviewer can confirm rather than re-derive.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
Record, report, and assure, from one ledger view.
Listen
Watches the queue, inbox, or event stream for new work to pick up.
Analyse
Cross-references each item against policy, history, and live context.
Recommend
Surfaces a scored recommendation with the evidence behind it.
Hand off
Acts autonomously below threshold; routes to a person above it.
- Third-party feeds
- Documents & forms
- System records
- Email & chat
- Decision log entries
- Structured records
- Scored recommendations
- Posted transactions
Deployed into the systems you already run.
No rip-and-replace. The Reconciliation Agent connects to your existing finance tooling and writes back to your system of record.
Deployed for Multi-entity groups closing several ledgers — close compressed to days.
The practical details.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.
It integrates with the finance systems you already run, SAP S/4HANA, Oracle Fusion, Workday and more, with no rip-and-replace.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.