Automate away the busywork
Turn repeatable financial tasks into safe, reviewable workflows—alerts, exports, and reconciled updates that run on your schedule.
Dramatically Reduce Manual Work
Designed to eliminate manual reconciliation, data entry, and report generation. Focus on strategic decisions instead of repetitive tasks.
Safe & Auditable
Every automation logs inputs, outputs, and rationale. Review before posting, with rollback capabilities for peace of mind.
Intelligent Workflows
AI-powered rules adapt to your business patterns, improving accuracy over time with minimal configuration.
Popular Automation Recipes
Pre-built workflows you can activate with one click, customized to your business needs.
Missed Deposit Alert
Automatically notify your team when daily bank totals don't match POS totals.
QuickBooks Export
Push reconciled daily sales summaries to QuickBooks with split payment details.
Loyalty Reimbursement Tracker
Flag Allē/Aspire/Merz redemptions that lack matching manufacturer credits.
Revenue Variance Watch
Detect unusual revenue patterns or drops that exceed defined thresholds.
Refund Reconciliation
Match refunds to original invoices and catch amount discrepancies automatically.
End-of-Month Report
Generate comprehensive reconciliation reports for accounting review and close.
How Automation Works
Simple, safe, and transparent workflows that you control.
Choose Your Recipe
Select from our library of pre-built automations or create custom workflows using our visual builder.
Configure Triggers
Set schedules, thresholds, and conditions. Define what data to process and when to run.
Review & Approve
Preview results before posting. Every automation creates an audit trail with full transparency.
Built-in Safety Guardrails
Automation without risk. Every workflow includes enterprise-grade protections.
Review & Approve Mode
All automations can run in preview mode first. Review proposed changes before they post to your accounting system.
Complete Audit Logs
Every automation run is logged with inputs, outputs, timestamps, and decision rationale for HIPAA compliance.
Rate Limits & Throttling
Built-in safeguards prevent runaway automations from overwhelming your systems or creating duplicate entries.
Graceful Failure Handling
If an automation encounters an error, it fails safely with detailed error messages and doesn't corrupt existing data.
Rollback Capabilities
Undo automated changes if needed. Full version history lets you restore previous states with one click.
Permission Controls
Role-based access ensures only authorized team members can create, modify, or approve automated workflows.
Before & After Reconcilify
- ✗15-20 hours/week on manual reconciliation
- ✗Errors in data entry and calculations
- ✗Delayed financial reports (weeks behind)
- ✗Missed loyalty reimbursements and discrepancies
- ✗No visibility into real-time financial health
- ✓2-3 hours/week for review and approvals only
- ✓High-accuracy AI-powered matching with confidence scoring
- ✓Daily financial reports automatically generated
- ✓Alerts catch discrepancies within 24 hours
- ✓Real-time dashboards with live financial data
Ready to Automate Your Financial Workflows?
Experience intelligent automation designed to dramatically reduce time spent on financial reconciliation. Start your free trial today.