Streamlined Multi-Step Reconciliation with Cointab’s Group Feature
Automate reconciliation, organize templates, and manage large-scale transactions efficiently with Cointab’s Group feature
Cointab’s Groups feature is designed to enhance the reconciliation process by allowing users to define, organize, and run multiple templates in a logical sequence. This feature is particularly useful for large organizations that manage complex financial workflows, ensuring each step is executed in the correct order for accurate results. With the ability to integrate additional actions, monitor processes with alerts, and streamline workflows, Groups provides a flexible, efficient solution to handle reconciliation tasks of any scale.
Run Templates in the Right Order
The Groups feature helps large organizations run multiple reconciliation templates in the correct logical order, ensuring a smooth and accurate process. Key aspects include:
- Multiple templates are run in the correct sequence.
- Ensures each reconciliation step is completed before the next.
- Guarantees the accuracy of the reconciliation process.
- Ideal for large organizations requiring several templates for one type of reconciliation.
Additional Actions
Under the groups feature, in each step, additional actions can be added, allowing for flexibility and automation. These include:
- Pulling Data via Integration: Seamlessly integrate with external systems and fetch data from various sources.
- Exporting Custom Reports: Automatically send custom reports to specified users via email.
- Reconciling Saved Queries: Instantly reconcile transactions using previously saved queries within groups.
- Rendering Dashboards: Visualize real-time data and metrics with instant dashboard rendering.
- Executing Widgets: Perform calculations using custom widgets based on defined parameters.
- Performing Data Backup & Deletion: Set up automated data backups after specific steps or delete unnecessary data.
- Adding Predefined Groups: Incorporate previously created groups into new group structures for added flexibility.
Alert System
An integrated alert system ensures users are promptly notified about the status of their reconciliation processes. This helps address any potential issues or actions required. Key highlights include:
- Alerts users if reconciliation is completed.
- Notifies users when additional actions are needed to complete the process.
- Helps identify delays or interruptions in the reconciliation workflow.
Enhance Your Reconciliation with Cointab’s Groups Feature!
Key Benefits Of The Groups Feature
Streamlined Workflows
Run multiple templates in sequence for smooth, organized reconciliation of large transactions.
Improved Accuracy
Ensure each step is performed in the correct order for more accurate results.
Automate Processes
Add custom actions like data integration and report exports, reducing repetitive tasks with automation.
Time Efficiency
Groups allow users to save time and accelerate the reconciliation, reducing the time spent on individual steps
Enhanced Flexibility
Reuse predefined groups and saved queries, adjusting processes without starting from scratch.
Monitoring with Alerts
Receive notifications when reconciliations is completed or stuck for over 24hrs
Streamline Reconciliation with Cointab’s Groups Feature
Explore More Features of Cointab Reconciliation
Data Loading
The software seamlessly integrates with APIs, database connectors, and email to automatically load data into the system.
Data Uniqueness
Uniqueness ensures accurate reconciliation by eliminating duplicate entries and maintaining unique transaction data.
Activity Log
This feature tracks every action taken within the reconciliation process, offering a clear and detailed record of all activities.
Transform Your Reconciliation Process Today!
Experience the efficiency of Cointab’s Groups feature and elevate your financial management.
Additional Actions
Under the groups feature, in each step, additional actions can be added, allowing for flexibility and automation. These include:
- Pulling Data via Integration: Seamlessly integrate with external systems and fetch data from various sources.
- Exporting Custom Reports: Automatically send custom reports to specified users via email.
- Reconciling Saved Queries: Instantly reconcile transactions using previously saved queries within groups.
- Rendering Dashboards: Visualize real-time data and metrics with dashboard rendering
- Executing Widgets: Perform calculations using custom widgets based on defined parameters.
- Performing Data Backup & Deletion: Set up automated data backups after specific steps or delete unnecessary data.
- Adding Predefined Groups: Incorporate previously created groups into new group structures for added flexibility.
