Automatic reconciliation
Match bank transactions, payments, and invoices automatically, and flag only the ones that don't fit.
Industry solutions / Finance
Financial numbers you can trust, without the manual reconciling.
Connect your banking, accounting, and business systems so figures flow through automatically, are easy to check, and leave a clear trail.
How I’d approach it
Fit the software to the work, not the other way round.
With financial data, nearly right isn't good enough. I start by tracing how each important number is produced, from the original transaction to the final report, and finding every place someone steps in to fix it by hand.
Then I automate the dependable parts, flag the exceptions clearly for a person to review, and keep a record of every change. The result is a faster close, fewer surprises, and reports you can explain line by line.
What the software can handle
The everyday work, done properly.
Typical areas I build for. Most projects start with one or two of these and grow from there.
Systems that share data
Move transactions between your business software and accounting without exporting and re-typing.
Reports & dashboards
Month-end and management reports built straight from the source, so they're right the first time.
Audit trail & approvals
See who changed what and when, with sign-offs built into the process.
Invoicing & billing
Create accurate invoices from the work actually done, with fewer corrections afterwards.
Built-in checks
Catch duplicates, missing entries, and totals that don't match before they reach the books.
What it can look like
Built for Finance.
Examples of the kinds of screens and tools I build for this kind of work.
GET /api/v1/ledger/batches?period=2026-10 200 · 42ms
POST /api/v1/reconciliations 201 · 87ms
{
"source": "bank-feed",
"matched": 1184,
"exceptions": 3,
"status": "review"
}
HOLD batch B-2210 unbalanced → routed for approval
›
How a project runs
Three steps, start to finish.
Small, steady steps with something real to look at early, and you involved the whole way through.
-
01
Trace the numbers
Follow key figures from source to report, noting every manual step and spreadsheet.
-
02
Automate the routine
Connect the systems and automate the matching, so people only handle real exceptions.
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03
Prove it balances
Run the old and new processes side by side until the totals agree, then switch over.
Let's talk about finance
How long does your month-end take?
Tell me what’s getting in the way. I’ll give you an honest view of the options, even if the answer is a small fix.