Statement reconciliation
Compares a statement against your own records and lists only what does not agree.
Finance · A document or recording is attached · 4 steps
A fileThe first document
AnswerWhat does not agree?
Answer shownThe differences
A fileThe second
4 steps in the flowDrag the canvas, or any step, to move it around.
Why teams run it
Compares a statement against your own records and lists only what does not agree.
How it is governed
- Every run keeps its input, each step’s output, its time and model cost, and any decision.
- In the builder, anything that would change a record or send a message is simulated; reads run for real.
From template to a live agent
The same builder, tests and release review apply to a template as to anything built from scratch.
- Open it as a working flow
- Every step, source, branch and approval is already in place, and every one of them can be changed before it runs on your data.
- Prove it before it ships
- An evaluation set can gate the release, so a change that breaks an answer never reaches anyone. A question it cannot answer from the sources leaves the gate unproven, not passed.
- Keep a person on the decisions
- A run that needs a decision stops and says exactly what approving will do, and who it is waiting for.
- Publish where people work
- A form, an embedded widget, Microsoft Teams or a scheduled batch — with its own access and limits per deployment.
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See it run on your own data
We open it in the builder, point it at a sample of your documents and systems, and run it with you.