autonomous Agent

Reconciliation Agent

Matches transactions across bank statements, ledgers, and internal systems to identify unmatched or suspicious entries

Time Saved

60% faster month-end close

Annual Savings

$80K+

FTE Equivalent

1+

ROI Timeline

9-12 months

Process Architecture

End-to-End Workflow Automation

1

Data Aggregation

Automated

Imports transactions from bank statements and ledgers

5 minutes
2

Transaction Matching

Automated

Matches transactions using fuzzy logic and rules

10 minutes
3

Exception Identification

Automated

Flags unmatched, duplicate, or suspicious transactions

2 minutes
4

Variance Analysis

Automated

Calculates and categorizes reconciliation differences

3 minutes
5

Reconciliation Report

Automated

Generates audit-ready reconciliation summary

2 minutes
6

Accountant Review

Human Review

Finance team investigates and resolves exceptions

30 minutes

Process Efficiency

Automation Level83%

5

Automated Steps

1

Review Points

Agent Capabilities

Operates independently with decision-making capabilities

24/7 autonomous operation
Self-learning algorithms
Multi-system orchestration
Explainable AI decisions
Complete audit trails

Technical Details

Enterprise Architecture & Integration

System Integrations

  • Banking Systems
  • ERP
  • General Ledger
  • Treasury Management

Data Sources

  • Bank Statements
  • GL Transactions
  • Payment Systems
  • Sub-ledgers

Prerequisites

  • Bank Feed Integration
  • Historical Transaction Data
  • Reconciliation Rules

Deployment Options

Choose the deployment model that best fits your security and infrastructure requirements

Cloud Deployment

Multi-tenant SaaS on AWS/Azure/GCP

Auto-scaling
Global CDN
Managed updates
99.9% SLA

Private Cloud

Dedicated instance in your VPC

Isolated environment
Custom configuration
Direct DB access
Enhanced security

On-Premises

Deploy in your data center

Complete control
Air-gapped option
Custom integration
Full data sovereignty

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12-16 weeks deployment • No infrastructure changes • Cancel anytime