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AI-powered finance automation

Automate recurring finance work

Turn transaction reconciliation, account reconciliation, and reporting into simple, reusable workflows built for finance teams.

Start freeSchedule guided setup

Less repetitive Excel work. More structured, reviewable finance processes.

Spreadsheets
Multiple systems
Recurring processes

Cointab finance automation

Transaction Reconciliation

Match transactions and identify exceptions

Account Reconciliation

Substantiate balances, review, and certify

Reports

Build once. Run every period.

Reusable workflowsReviewable outputsLess Excel work

Trusted by finance teams across industries

  • Croma logo
  • PharmEasy logo
  • Gameskraft logo
  • Ascott logo
  • Ixigo logo
  • Vibgyor School logo
  • Borosil logo
  • Lotus Herbals logo
  • Swiss Beauty logo
  • Confirmtkt logo
  • The Belgian Waffle Co logo
  • Keventers logo
  • Abhibus logo
  • Newtap logo
  • Bonkers Corner logo
  • FormulaRX logo
  • Recode Studios logo
  • TruNATIV logo
  • Cookie Man logo
  • Allen Community College logo

Too much recurring finance work still depends on spreadsheets

Collect data→
Clean & check→
Apply logic→
Review→
Prepare output→
Repeat

Repetitive

The same finance processes run every week, month, or close cycle.

Manual

Teams copy data, rebuild formulas, investigate differences, and follow up across files and email.

Hard to review

Logic, supporting data, exceptions, and approvals are often spread across multiple places.

The process changes. The underlying problem is the same.

Turn recurring finance work into reusable workflows

Bring data together

Use files, finance-system outputs, and existing Cointab data.

Automate the process

Apply repeatable logic with AI assistance where useful.

Review with confidence

See outputs, investigate exceptions, and maintain a clear audit trail.

Configure once. Reuse every period.

One platform. Three finance automation products.

Start with the process you need today. Expand across Cointab as your finance automation needs grow.

01

Transaction reconciliation

Match transactions across systems and identify exceptions

Bring together data from accounting systems, banks, payment providers, marketplaces, vendors, customers, and other sources.

Key capabilities

  • 2-way & 3-way
  • Complex matching
  • Exceptions
  • Reusable workflows
Explore transaction reconciliation
02

Account reconciliation

Substantiate GL balances and manage period-end review

Bring balances, supporting data, reconciling items, review, and certification into one structured workspace.

Key capabilities

  • GL balances
  • Supporting data
  • Reconciling items
  • Review & certification
Explore account reconciliation
03

Reports

Build finance reports once. Run them every period.

Bring together data, prepare it, build the report, and reuse the same reporting logic across periods.

Key capabilities

  • Multiple data sources
  • Data preparation
  • Flexible reporting
  • Reusable every period
Explore reports
View all products

Replace fragmented finance work with structured workflows

Before

Before Cointab

  • Excel files
  • Manual formulas
  • Shared folders
  • Email follow-ups
  • Repeated setup
  • Hard-to-trace changes

After

With Cointab

  • Reusable workflows
  • Structured review
  • Clear exceptions
  • AI assistance
  • Audit-ready outputs
  • Repeatable every period

Spend less time rebuilding the process. Spend more time reviewing what matters.

AI where it helps. Finance stays in control.

Cointab uses AI to reduce repetitive work and assist with more difficult finance tasks — without turning critical processes into a black box.

Prepare data faster

Create calculations and transform data with AI assistance.

Handle difficult logic

Use AI where structured rules or spreadsheet formulas become cumbersome.

Focus attention

Surface exceptions and items that need finance review.

Keep results reviewable

Outputs remain transparent, traceable, and available for finance teams to validate.

AI assists the workflow. Your finance team remains in control.

Built for finance teams

Finance-first

Workflows built around familiar finance processes and terminology.

Quick to start

Begin with files and existing reports without waiting for a large implementation project.

Reusable

Set up the process once and repeat it across periods.

Excel-friendly

Review, share, and archive outputs in the format finance teams already use.

Simple to configure. Easy to review. Ready to repeat.

Add recurring data automation and integrations when you need them.

Built for real finance workflows

“We have worked on many softwares but we love the ease of using cointab. The staff and support is very instant. They are approachable, proficient and patient. Team is very cooperative with the customisations. The experience of using cointab was nice.”

— Urbanic

Simple pricing across Cointab products

Choose the product and plan that fits your process, team, and scale.

Flexible plans for every stage

Starter
Growth
Professional
Enterprise

Transaction reconciliation

Match transactions across systems and identify exceptions.

Learn more

Account reconciliation

Substantiate GL balances and manage period-end review.

Learn more

Reports

Build finance reports once and run them every period.

Learn more

See plans, limits, and pricing for each product

Compare starter through enterprise options and pick what fits your team.

View pricing

Ready to automate recurring finance work?

Start with reconciliation, account reconciliation, or reporting — and expand across finance as your needs grow.

Start freeSchedule guided setup
CointabCointab

AI-powered finance automation for modern finance teams. Automate reconciliation, account close, and reporting with reusable workflows, AI assistance, and audit-ready outputs.

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Transaction reconciliation
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