What is Reconcile?
Reconcile is a powerful financial reporting tool that automates the production of recurring monthly deliverables from your accounting, CRM, and billing data. It eliminates the manual effort of reconciling scattered data sources, explaining significant variances, and documenting controls. With Reconcile, you get explained variances, documented controls, and Google Sheets delivered with a clear audit trail—ready to share with your COMEX, investors, or auditors.
Key features include automated data aggregation from existing tools (accounting software, billing systems, CRM, BI tools, CSV exports, and Google Sheets), cross-referencing of sources, application of adjustment rules, and identification of exceptions. The tool isolates items requiring validation—such as unexplained variances, missing data, sensitive adjustments, or source inconsistencies—into a review queue. It then generates a final Google Sheet containing the numbers, variance details, validated decisions, and a control journal, providing a single source of truth for monthly financial reviews.
Benefits include significant time savings by automating repetitive reconciliation tasks, reduced risk of errors from manual data handling, and enhanced transparency with a documented audit trail for every control performed. Use cases span finance teams needing to produce consistent monthly reports, CFOs preparing board packages, and companies undergoing audits requiring clear evidence of controls.
Technically, Reconcile integrates via API or file imports with popular accounting platforms, CRMs, and billing systems. It uses rule-based engines to apply your specific adjustment logic and machine learning to flag anomalies. The output is a structured Google Sheet that can be customized to your reporting format. Reconcile ensures compliance with financial reporting standards and provides a secure, cloud-based environment for data handling.
By using Reconcile, you keep financial validation in-house while outsourcing the production of reliable, well-documented deliverables. No more juggling multiple spreadsheets or chasing down explanations—just clean, auditable financials every month.
Use Cases
Key Features
automated data aggregation cross referencing sources variance explanation control documentation exception identification review queue management Google Sheets delivery audit trail generationWho is it for?
finance teams, accountants, CFOs, auditors, investors, COMEX members, FP&A analysts
