Multi-system reconciliation

Reconciliation that agrees across every system you run.

When the same transaction lives in your ledger, your bank, your billing tool, and three spreadsheets, someone burns days proving they match. We build a managed agent that does the matching — and surfaces only the exceptions a human needs to decide.

Every match is traceable back to its source records.

reconcile · run #1184
ingest ledger · bank · Stripe · NetSuiteOK
match 4,812 lines · 99.3% auto-clearedOK
flag 37 exceptions · 6 over thresholdREVIEW
explain duplicate payout · FX roundingREVIEW
hold $42k variance → controllerHOLD
awaiting human approval · Exceptions · 6 to review
The problem

Why does it still take days to prove the numbers match?

  • The same transaction lives in four systems, each with its own ID and format.
  • Exceptions surface in the month-end crunch, not when they happen.
  • Reconciliation logic lives in one person's spreadsheet and head.
  • Every new tool, entity, or currency adds another manual cross-check.

Off-the-shelf tools reconcile what they own. The hard part is the seams between systems that were never designed to agree.

We build an agent that ingests every source, matches on your rules, clears the routine automatically, and routes only real exceptions to a person — with the underlying records attached.

How it works

Scope. Build. Manage.

phase 01

Scope

~1–2 weeks · from $5,000

We learn the workflow, map your systems, define success, and estimate ROI before you commit. The scoping fee credits toward your build.

Plan · success metrics · ROI estimate · fixed quote

phase 02

Build

~4–6 weeks · quoted from scoping

We design, integrate, test, and launch the agent with review loops, source checks, and practical guardrails.

Launched agent · integrations · tests · docs · handoff

phase 03

Manage

ongoing · monthly

We monitor behavior, control costs, and tune the agent as your business changes.

Monitoring · exception review · cost control · support

Start with a free intro call.

Bring one workflow that already costs time or money. No spec needed — we'll map the first useful version and the path to a fixed quote.

Book a free intro call
Why you can trust it

Built to stay reliable in production.

Hands-on depth

We know when a lightweight agent is enough — and when a workflow needs real engineering.

Human review loops

Approval stays in the process wherever judgment, risk, or context matters.

Evaluation + monitoring

We measure what matters and catch issues before they reach the business.

Lean operating cost

Architecture and token discipline keep ongoing costs predictable.

Selected work

Production systems, not demos.

Each of these was a different business’s core workflow — the thing they fundamentally needed to operate, and the thing I got off the ground. That’s where it starts. Once your primary workflow is in place, you can begin collecting and augmenting your customer and business data. As that data compounds, so can your business intelligence — if you structure it thoughtfully. And as your intelligence compounds, so does your business. I can help you build that.

legalamazon bedrockaudit trailreview loops

Privylaw

Secure, attorney-supervised AI for privileged communication.

A matter-scoped platform that keeps AI inside attorney-controlled workflows — context selection, review loops, audit records, and Amazon Bedrock integration.

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intakepricing engineops tooling8-day build

Five Star Quotes

A quote-qualification workflow with internal operator controls.

In 8 days, one lean production system: homeowner quote intake, contractor onboarding, configurable pricing, email delivery, and internal ops tooling.

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Contact

Ready to talk about a workflow worth fixing?

Tell us about the workflow. We'll share what's possible and what it would take.

We reply within 1 business day.