Use case:

Revenue Reconciliation Tool

COMING SOON!

Challenges:

Reconciling sales and cash received with spreadsheets is painful for Finance teams:

Analysis requires combining multiple data sources
Matching done manually in Excel or Google Sheets using lookup functions
A lot of time wasted understanding what happened with unmatched items

Capabilities:

Automatically reconcile invoices and bookings using APIs and Airtable Scripts:

Get Chargebee invoices and credit notes in 1 click
Import DATEV bookings via CSV to Airtable
Click to trigger matching script that looks for matching invoice number, date, amount and flags mismatches

Outcomes:

Processing time reduced to the minimum, highly reliable and ready for future scale increase

10x faster process: Finance only needs 15 mins each month to reconcile thousands of invoices and payments
100% match accuracy: no false positive matches generated so far, letting Finance focus on actual mismatches

Automate your revenue reconciliation