Add-onAutomate and extend
Accounting Reconciliation: Make matching and reconciliation a review workflow
Use imported bank activity, suggested matches, exception handling, allocation context, and controlled confirmation to accelerate reconciliation.
- Faster reconciliation
- Fewer unexplained differences
- A clearer matching trail
Accounting ReconciliationConnected by FlowIQ
Why it matters
Finance spends less time searching and more time resolving the exceptions that matter.
FlowIQ keeps this workflow connected to the records, permissions, source documents, and downstream modules that give it operational meaning.
Capability
What Accounting Reconciliation gives your team.
Suggested transaction matches
Exception and allocation review
Controlled reconciliation confirmation
The operating flow
A clear path from signal to controlled outcome.
Finance spends less time searching and more time resolving the exceptions that matter. The workflow stays understandable for the person doing the work and reviewable for the person accountable for the result.
- 01Bring in the bank activityContext and ownership stay visible before the next step.
- 02Prepare candidate matchesContext and ownership stay visible before the next step.
- 03Review exceptions and allocationContext and ownership stay visible before the next step.
- 04Confirm the reconciled resultThe approved result remains connected to its source and history.
Connected by design
Accounting Reconciliation does not live in another silo.
Use imported bank activity, suggested matches, exception handling, allocation context, and controlled confirmation to accelerate reconciliation. The same organization, user permissions, and operating records travel through the wider FlowIQ suite.
Works better together
Continue the operating story.
See the workflow with your team in mind
Build a practical FlowIQ rollout around the work you want to improve first.
We will map Accounting Reconciliation into the modules, data, and approvals your operation already relies on.