Free data reconciliation checker for finance teams
Find out if your financial data can actually be trusted
- Data Analytics
- FinTech
- Integrations
✨ AI Summary
A free tool that helps finance teams identify discrepancies between their CRM and accounting system data exports. It reveals gaps in financial data that may not be apparent in standard reports.
Best For
CFOs and finance leaders, Finance teams responsible for reporting, Startups and small businesses managing their own books
Why It Matters
It provides a direct comparison of raw data exports to uncover hidden financial discrepancies that could otherwise go unnoticed.
Key Features
- Compares raw exports from CRM and accounting systems side by side
- Identifies financial data gaps ranging from thousands to hundreds of thousands of dollars
- Verifies whether financial reports can actually be trusted
- Reveals discrepancies that may not be visible in standard reports
Use Cases
- A finance manager at a SaaS startup uses the reconciliation checker before monthly board meetings. They export transaction logs from Stripe and invoices from QuickBooks, run the tool, and discover a recurring discrepancy where subscription upgrades are logged but not billed, allowing them to correct a $15,000 oversight before presenting financials.
- An accountant in a small e-commerce firm reconciles data quarterly. After importing sales data from Shopify and payment records from PayPal, the checker flags multiple orphaned transactions—sales without corresponding payments—highlighting a payment gateway integration flaw that had been silently losing them revenue.
- A CFO of a consulting agency employs the tool during annual audit preparation. By comparing client project revenue recorded in their CRM against general ledger entries, they uncover misallocated payments across projects, ensuring their financial statements accurately reflect $50,000 in revenue before auditor review.