A custom-built automation system that handles your bank reconciliation workflow - matched to exactly how your team works today, using the tools you already have.
If we don't reach 50% reduction in manual work, we keep working until we do - or you don't pay. Simple as that.
Everything you need to go from manual reconciliation to automated workflow
30-minute call with your accountant or person responsible for reconciliation. We learn about your current process, workflow, preferences, what systems you use, and where the friction is.
Based on your workflow, we propose 2-3 options with timelines and pricing. You pick what fits best for your team.
We build the automation, connect to your systems, test thoroughly with your real data. 1-2 weeks to completion.
One call (or video recording) so your team knows exactly how to use it. New hires can get up to speed immediately.
Any tweaks or adjustments needed after go-live. We stick around to make sure everything works perfectly.
Book a 15-minute call to see if we can help you. We'll answer your questions, address any concerns, and help you understand whether automation makes sense for your situation.
No pitch. No pressure. Just an honest look at what's possible. If we don't reach 50% reduction, we work until we do - or you don't pay.