INDUSTRY: BANKING & FINANCERepresentative example
Tags:ReconciliationFinancial Automation

Giving a Finance Team Its Month-End Back

<½ day
reconciliation (was ~3 days)
~20 hrs/mo
senior finance time freed
Near-zero
matching errors
5 weeks
from kickoff to live

Client Overview

Representative example. A finance team whose month-end reconciliation meant pulling data from several systems and matching it by hand — days of senior finance time every cycle, always under deadline pressure.

Key Takeaways

  • Transactions pulled and matched across systems automatically
  • Matches posted; only exceptions surfaced for review
  • A multi-day manual task turned into a quick check
  • Built and live in 5 weeks as a fixed-scope pilot

Month-end reconciliation meant pulling data from several systems and matching it by hand — days of senior finance time every cycle, under deadline pressure.

The finance team worked with RPAverse to take the manual matching out of month-end. We scoped the reconciliation process and shipped automation live in five weeks.

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Turning a Multi-Day Manual Slog into a Quick Check

The bot does the pulling and matching; the team reviews what's left.

The pilot focused on the month-end reconciliation process, handing back only the exceptions:

01

Pull the Data

Transactions are gathered automatically from each of the relevant systems.

02

Match Automatically

The bot matches transactions across systems using the team's existing rules.

03

Post the Matches

Confirmed matches are posted without manual keying.

04

Surface Exceptions

Only the items that don't match are surfaced for a person to review.

05

Quick Review

What used to take days becomes a short check of the exceptions.

06

Fixed-Scope Pilot

Delivered as a five-week pilot on one process, ready to scale.

What Made This Work

Reconciliation is mostly rules with a few real judgment calls — a good fit for RPA plus a human on the exceptions:

  • RPA does the repetitive pulling and matching
  • The team's existing matching rules are encoded, not changed
  • Senior finance time goes to the exceptions, not the bulk
  • Scoped to one process to prove value in a single cycle

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Representative Results

Figures are approximate and representative of this type of engagement, not an audited result for a specific named client:

1

Reconciliation cut from ~3 days to under half a day

2

~20 hours/month of senior finance time freed

3

Near-zero matching errors

4

Live in 5 weeks

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