Finance operations

Reconciliation overview

Transactions processed

—Imported records

Reconciled

—0 records matched

Exceptions

—Need investigation

Amount at risk

—Unresolved financial exposure

Pending reviews

—Awaiting a decision

Automation rate

—Resolved without review

Workflow

Start with a source document

Upload a bank, ledger, invoice, payment, or settlement file. Parsed records are reviewed before import.

Upload a document

Close health

Reconciliation coverage

Matched records
—
Automation
—
cleared automaticallymatched with evidencerequires review