We empower you with easy-to-analyze results which will help you in making strategies for the future.
An innovative tool for reconciliation needs
We empower you with easy-to-analyze results which will help you in making strategies for the future.
Reconciliation Analytics for Everyone
For Finance Teams
Finance teams can now easily reconcile data and analyze reports without any manual effort
for Executives
The reconciliation results help top-level business executives take decisions and make strategies on the basis of data
For Product teams
It streamlines the reconciliation processes and reduces the time and effort spent by various departments in your organization
For IT
Teams
Using our innovative technology IT teams can adapt and automate any business logic
Automate Data Load
Automatically load data from different internal and external systems to Cointab reconciliation software using various automation mechanisms.
- APIs - Use push and pull REST APIs to load data
- SFTPs - Push files to SFTPs for processing
- Emails - Extract data and attachments from emails for processing
Define Input Format
Define file types and formats for each report to build your reconciliation process.
- All file types such as CSV, XLSX, PDF, etc. are supported
- Each report can have any number of columns, names, and data types
- Define mandatory, non-mandatory and other checks on each column
- Add checks for preventing duplicates in the data
- Clean, standardize and transform data as required
Link Multiple Datasets
Add VLOOKUP and JOINING conditions between reports to link multiple datasets. You can also move values from one report to another for comparison.
- Add lookups using one or more columns
- Create complicated either-or and conditional lookups
- Move single or aggregate values between linked data
- Array functions are also supported for moving values between linked data
Master Data Management
Manage master data for SKUs, stores, rate cards, etc. with ease.
- Add rate cards for payment gateways, courier partners, marketplaces, etc. for fee verification
- Add SKU details with weight, length, height, breadth, etc.
- Add pincode region master with ship-from and ship-to pincodes with applicable shipping regions
- Add store details with commission rates
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Rules engine
Define business rules to calculate the output and classify data as reconciled or unreconciled.
- Combine multiple reports to create output reports
- Add logic to compare status, amount, etc. columns
- Accept full or partial matches as required
- Classify data into categories such as reconciled, unreconciled, etc.
Schedule reconciliation
Schedule the reconciliation process in real-time or hourly, daily, weekly, monthly, etc. to put it on auto-pilot mode.
- Automatically load data
- Automatically reconcile data
- Automatically prepare the final output for the team to analyze
Universal dashboard
View the reconciliation summary on one dashboard and delve in for further analysis.
- A common dashboard for all team members
- View summary of the reconciliation
- Analyze transaction level details
- Search and filter transactions as required
- Access data for any time period
Exception management
Analyze unreconciled transactions and take action to close them.
- View all unreconciled transactions, categorized at issue level
- Download unreconciled transactions
- Raise disputes with partners for resolution
- Re-upload corrective data to automatically close the unreconciled transactions
- Manually close unreconciled transactions if required
- Maintain full audit trail for all exceptions
Export result
Access the data on the dashboard and export it in any format, to any system, at any time.
- Download the source and reconciled data of any period, at any time
- Choose custom columns for export
- Multiple file formats are supported for download such as XLSX, CSV, TXT, PDF, JSON, XML, etc.
- Data can be exported to any other software
- Schedule automatic export of the data
Reconciliation for the future
Our Customers
What Our Customers Say?
