Cross-System Data Reconciliation

Your ledger, your CRM, and your spreadsheets stop disagreeing about the same week. Managed row-by-row matching surfaces the small set of true mismatches - and routes each exception to the human who can resolve it.

What the managed workflow does

Pulls from every system on cadence

ERP, CRM, billing, warehouse, and the spreadsheets that exist regardless. All read on the same clock so the match is point-in-time, not best-effort.

Matches with exact + fuzzy rules

Exact keys where they exist, fuzzy joins on vendor, amount, and date when they don't. Aliases learned from prior closes carry forward automatically.

Surfaces only what disagrees

Clean matches go silently to the audit log. Partial and exception rows show up in the reviewer's queue with both sides side-by-side and the rule version that flagged them.

Routes exceptions to owners

Each exception ships to the person who can fix it - AP for missing invoices, RevOps for CRM gaps - not a shared inbox where it ages for three days.

Two ledgers, one source of truth - exceptions surfaced, not buried

2 SYSTEMS · 8,402 ROWS · 3 EXCEPTIONS

Systems reconciled

NetSuite · QuickBooks · SageSalesforce · HubSpotSnowflake · BigQuerySpreadsheets + ad-hoc CSVs

Surfaced as

Matched rows · audit logPartial · alias / fuzzyExceptions · routed to ownerClose-cycle scorecard

Systems reconciled

ERPs. NetSuite, QuickBooks, Sage, Xero - read on the same cadence as the close.
CRMs. Salesforce, HubSpot - opportunity, contact, and ARR records joined back at the row level.
Warehouses. Snowflake, BigQuery, Redshift - append-only feeds checked against operational sources.
Spreadsheets. Operational sheets and ad-hoc CSVs that exist regardless of how mature the stack is.

Surfaced as

Match log. Silent audit trail of every row that reconciled cleanly - defensible at quarter end.
Partial-match queue. Vendor aliases, fuzzy joins, near-amount matches - confirmed once, learned forever.
Exception report. True mismatches routed by category to the owner who can resolve them, not a shared inbox.
Close-cycle scorecard. Match rate, exception count, and time-to-close trended cycle over cycle.

What you get, every week