Reconciliation Dashboard for Live Finance Insights

Cointab’s reconciliation dashboard gives finance teams a clear view of every reconciliation run, from uploaded files and live progress to matched, partially matched, unmatched, and skipped records. It helps users monitor results, review exceptions, and keep audit-ready reports available in one shared workspace.

What the reconciliation dashboard shows

The dashboard acts as the control center for each reconciliation. It helps teams understand what was processed, what matched, and what still needs review.

Typical dashboard fields include:

• Recon ID
• Reconciliation name
• Period
• Files used
• Status
• Run date and time
• Run by
• Actions
• View report

This makes it easier for finance teams to track recurring reconciliations without relying on separate spreadsheets or scattered email updates.

View the full reconciliation status at a glance

Cointab separates reconciliation results into clear categories so teams can focus on exceptions instead of reviewing every row manually.

Fully matched

Fully matched transactions are records where identifiers and amounts match according to the configured reconciliation logic.

Partially matched

Partially matched transactions show that records are related, but the amounts do not fully agree. This is useful when the identifier matches but the finance team still needs to review differences.

Unmatched

Unmatched transactions appear on one side but not the other. These are the records that usually need follow-up, correction, or additional investigation.

Skipped

Skipped transactions are rows that were excluded from reconciliation because they were incomplete, invalid, duplicated, or did not meet the configured criteria. Keeping them visible helps teams understand what was ignored and why.

Why finance teams rely on dashboard insights

A reconciliation dashboard is more than a report summary. It helps teams move from manual review to structured exception handling.

With a clear dashboard view, finance users can:

• Monitor reconciliation status without opening multiple files
• Review open items faster after the structured matching step
• Spot partial matches that may need amount checks
• Identify missing, late, or excluded files
• Keep a record of who ran each reconciliation and when
• Access the same report again later for internal review or audit support

For month-end close and recurring finance operations, that visibility reduces confusion and saves time.

Designed for both popular and custom reconciliations

Cointab supports popular reconciliations and custom reconciliations, and the dashboard works across both.

For popular reconciliations, the dashboard helps teams review standard workflows such as sales vs payment, marketplace vs settlement, bank vs books, or COD reconciliation.

For custom reconciliations, teams can track business-specific setups where Side A and Side B data may come from multiple reports, internal systems, or external partners.

In both cases, the dashboard gives users a consistent place to review results and revisit prior runs.

Filter and review what matters

The dashboard supports analysis at the transaction level, not just at the summary level. Users can filter by reconciliation, period, and run by to narrow down the view they need.

This helps finance teams:

• Compare monthly, quarterly, yearly, or custom runs
• Review a single reconciliation setup across multiple periods
• Check which user triggered a run
• Focus on open items and exception rows
• Drill into matched or unmatched records when needed

A filterable dashboard is especially helpful when one team manages multiple reconciliations for different business units, partners, or periods.

Built for live reconciliation progress

When a reconciliation is running, Cointab shows progress clearly so users know the job is active and not stalled. Once the run is completed, the dashboard updates with the final report view.

This live progress experience is useful for larger files and recurring reconciliation workflows where finance teams need visibility while the system processes data.

Support for recurring finance operations

The dashboard is designed for ongoing use, not just one-off file reviews.

Once a reconciliation is configured, teams can reuse the same setup for future periods. They can upload the required files, run reconciliation again, and review the new report from the dashboard.

If a file was missed earlier, the team can upload it under the same reconciliation and refresh the report. This is practical for finance workflows where partner files, bank statements, or settlement reports may arrive late.

Works with automation and output delivery

Cointab can also automate parts of the reconciliation workflow through email, SFTP, or API integrations. When data arrives automatically, the dashboard becomes the place where teams track the run, review the output, and follow up on unresolved items.

After reconciliation is completed, Cointab can optionally push output back to internal systems such as ERP, accounting, analytics, BI, or operations tools through email, SFTP, or API.

That makes the dashboard useful not only for review, but also as a reliable checkpoint in a wider finance workflow.

Team visibility and audit readiness

Cointab supports team-based workspaces, so multiple users can work in one common account with shared history and access control. The dashboard gives teams a consistent record of reconciliation activity, which is important for audit review and internal accountability.

Finance teams can use the dashboard to:

• Review prior reconciliation runs
• See who processed each run
• Keep outputs available for future reference
• Maintain a clear history of matching outcomes and exceptions

This reduces dependence on email threads and disconnected spreadsheets.

A clearer way to manage reconciliation insights

For finance teams, the value of a dashboard is simple: it should show what happened, what matched, what did not, and what needs attention next. Cointab’s reconciliation dashboard brings those details into one place with a structured, reusable view of each reconciliation run.