Hello,
I’m exploring tools that can help automate and improve our account reconciliation process. Right now, we're still relying on spreadsheets and manual checks to match data across systems, and it's becoming a serious bottleneck during close.
The volume of transactions has grown, and we’re starting to see more mismatches, delays, and audit issues simply because the process isn’t scalable anymore.
If you’ve used any reconciliation tools that actually helped in day-to-day operations, I’d love to hear about them. I’m specifically looking for:
Would appreciate any thoughts on what’s worked for your team, what to watch out for, and whether automation really made close faster or just shifted the effort elsewhere.
I’m exploring tools that can help automate and improve our account reconciliation process. Right now, we're still relying on spreadsheets and manual checks to match data across systems, and it's becoming a serious bottleneck during close.
The volume of transactions has grown, and we’re starting to see more mismatches, delays, and audit issues simply because the process isn’t scalable anymore.
If you’ve used any reconciliation tools that actually helped in day-to-day operations, I’d love to hear about them. I’m specifically looking for:
- Automated matching across multiple data sources
- Support for subledger-to-GL and bank reconciliation
- Clear audit trails for approvals and adjustments
- Integration with ERP or finance systems
Would appreciate any thoughts on what’s worked for your team, what to watch out for, and whether automation really made close faster or just shifted the effort elsewhere.