Agents continuously compare key systems and checklists, helping ensure your reported numbers match what’s happening in the business.
In many midsized enterprises, customer, booking, and tax data is scattered across CRM, ERP, billing platforms, online services, and tax tools. Keeping these systems aligned becomes a recurring manual task. Lists must be compared, mismatches investigated, and checklists run to ensure obligations like taxes are calculated and paid correctly.
Over time, integration mappings drift and edge cases accumulate. Without systematic checks, financial systems can diverge from business reality—making it harder to trust dashboards, forecast accurately, or be fully confident heading into audits and board discussions.
A hospitality company receives bookings and payouts from online travel agencies and platforms like Booking.com and Airbnb. Data on stays, commissions, and local taxes is captured differently by each platform and must be reconciled with the ERP and bank activity.
Agents can log into OTA portals, download booking and payout reports, or receive data through API webhooks, normalize them, and compare them to what’s recorded in the ERP and bank. They can also help run location-based tax checks, surfacing gaps or inconsistencies so the finance team can address them proactively.
Identify the key reconciliations you care about: customer lists between CRM and ERP, marketplace data vs. ERP and bank, or tax calculations vs. rules and thresholds.
Connect APIs where available and configure agents to log into portals or download reports where integrations are not available.
Specify how records should be matched, what tolerances are acceptable, and which tax or compliance checklists should run on a recurring basis.
Agents track recurring issues and provide exception summaries so you can fix root causes in processes and integrations.
Reconciliation agents fetch exports or API data from ERP, CRM, billing platforms, marketplaces, and tax tools. Where necessary, they log into portals to download the latest reports for a given period.
