Reconciliation Software Free Trial for Finance Teams
Cointab’s reconciliation software free trial gives finance teams a practical way to evaluate how structured reconciliation works across internal and external records. Instead of managing repeat file comparisons in Excel, users can upload data, map key fields, run reconciliation, and review matched, partially matched, unmatched, and skipped transactions in one workflow.
The trial is designed for teams that need to reconcile sales, payments, settlements, bank statements, vendor records, or any other high-volume financial data source. It is especially useful when the same setup needs to be reused every month, quarter, or reporting period.
What you can evaluate in the free trial
A trial workspace lets users test the core reconciliation flow from start to finish:
- Upload CSV, XLS, or XLSX files for Side A and Side B
- Map important fields such as date, amount, and identifiers
- Use matching logic for one-to-one, one-to-many, many-to-one, and grouped comparisons
- Review fully matched, partially matched, unmatched, and skipped records
- Create derived columns with AI-generated Excel-style formulas
- Download Excel reconciliation reports for review and audit support
This makes the trial useful for finance teams that want to see how the platform handles real reconciliation work, not just sample data.
Popular and custom reconciliation workflows
Cointab supports two broad setup styles.
Popular reconciliations
Popular reconciliations are pre-built templates for common finance workflows. These are useful when partner report structures are standard and repeatable.
Examples include:
- Sales vs payment gateway reconciliation
- Marketplace sales vs settlement reconciliation
- Bank statement vs books reconciliation
- COD delivery partner vs sales reconciliation
- Marketplace vs settlement reconciliation
With these workflows, the file format and matching logic are already defined, so finance teams can focus on uploading the correct period data and reviewing results.
Custom reconciliations
Custom reconciliations are built for business-specific workflows. They are useful when a company compares internal records with multiple external sources or needs a unique matching setup.
Examples include:
- Internal sales report vs Cashfree, Razorpay, or Stripe reports
- ERP sales vs marketplace settlement files
- Vendor ledger vs vendor statement
- Order report vs delivery partner COD report
- Books vs bank statement reconciliation
Custom reconciliations can be reused after the first setup, which reduces repeat work in future periods.
How the reconciliation workflow works
Cointab follows a structured reconciliation flow that is easy for finance teams to review:
- Select a popular reconciliation or create a custom one
- Upload the required files on Side A and Side B
- Map headers, amounts, dates, and identifiers
- Optionally upload supporting data for enrichment or lookup
- Optionally create derived columns using AI-assisted formulas
- Run reconciliation manually or on a schedule
- Review live progress while the system processes the files
- Inspect the final report and exception tables
- Download the Excel output for internal use or audit review
If a file is missed, it can be uploaded later under the same reconciliation and the report can be refreshed.
What the report shows
After reconciliation completes, users can review a dashboard that separates the data clearly.
Fully matched
These are transactions where identifiers and amounts match according to the configured logic.
Partially matched
These are records where the identifiers match, but the amounts do not. This helps finance teams identify short payments, deductions, fees, refunds, or other differences that need review.
Unmatched
These are transactions present on one side but not found on the other side. Unmatched items are often the first place finance teams look when checking missing settlements, missing payments, or data issues.
Skipped
Skipped records were not included in the reconciliation run because of missing data, invalid rows, duplicates, or an excluded rule. Showing skipped items clearly helps teams understand what was left out and why.
AI support inside the workflow
Cointab uses AI in a conservative, reviewable way.
- The AI formula builder helps users create derived columns from natural language instructions
- AI can analyze open items after structured matching is complete
- AI can suggest likely reasons for an exception and possible next actions
This is helpful when transaction descriptions are inconsistent, references are partial, or partner data is not perfectly structured. AI does not replace finance review; it supports it.
Automation and team collaboration
Once a reconciliation is set up, it can be reused and automated for recurring periods. Cointab supports scheduled runs and data flow through email, SFTP, or API.
That means a finance team can:
- Receive or pull source files automatically
- Validate the format before reconciliation runs
- Generate reports without repeating manual steps every cycle
- Push reconciliation output back to internal systems when needed
Cointab also supports team workspaces with shared reconciliation history, roles, permissions, and audit logs. That makes it easier for controllers, analysts, accounts teams, and audit users to work from the same source of truth.
Why finance teams use a free trial
A reconciliation platform trial is most useful when a team wants to confirm fit for real business workflows. Common evaluation goals include:
- Reducing spreadsheet dependency
- Improving transaction matching consistency
- Handling large files more comfortably
- Managing exceptions in a structured way
- Supporting month-end close and audit preparation
- Reusing the same setup for future periods
For finance teams dealing with multiple reports, partner statements, settlement files, or recurring reconciliation cycles, the trial offers a practical view of how the platform behaves with real operational data.
Common questions finance teams evaluate during the trial
Can the same setup be reused for future periods?
Yes. Once a reconciliation is configured, the same setup can be reused instead of rebuilding it every month.
Can multiple reports be used on one side?
Yes. Cointab supports multiple reports on both Side A and Side B, along with optional supporting data.
Can users manually resolve open items?
Yes. If a transaction cannot be matched automatically, users can manually match items when the totals tally.
Can outputs be sent to other systems?
Yes. Reconciliation output can be delivered through email, SFTP, or API depending on the workflow.
Cointab’s free trial is designed to show how finance reconciliation can move from repeated spreadsheet work to a structured, reviewable, and reusable workflow.
