Explore the detail.
See how the product handles imports, matching and review.
Explore the platformInteractive demonstration / Synthetic records
Follow the records.
Reach a clear outcome.
Walk through a sample bank reconciliation, from import to controlled sign-off. No upload, account or real financial data is needed.
Explore the demonstration
- 01Import
- 02Match
- 03Explain
- 04Approve
- 05Sign off
Explore the decisions / Synthetic examples
Try the judgement.
See what follows.
Explore reviewer decisions with fictional records. Each example runs only in this page.
Suggestion and learning
A familiar customer.
A different narration.
Cashbook: Northstar Services
Bank: NORTHSTAR TRADING
Both records: ₦480,000.00 · 12 September
Sample suggestion: the amount and date agree; the name needs your review.
Choose how your reviewer handles the pairing.
A sample automation policy
Your conditions.
A controlled outcome.
For this illustration only, the suggestion meets the sample confidence and amount conditions. Its amounts agree exactly.
No policy decision yet.
Sample conditions only. Your organisation configures its actual account policies.
Different workflows / Fictional records
Follow the money.
Find the difference.
Explore what your team needs to establish for settlements, wallet float and investment holdings.
A visual explanation rule / Synthetic data
A recurring charge.
A repeatable explanation.
This example looks for “SMS ALERT”, an outgoing amount and a maximum of ₦500. It illustrates conditions a finance team can review; it is separate from the application engine.
CONDITIONS TO REVIEW Example only
- Narration contains SMS ALERT
- Direction is money out
- Amount is positive and no more than ₦500
Test the sample record to see whether all conditions agree.
Matching these conditions illustrates a bank-charge explanation. It does not create a rule, approve a write-off or post a journal.
From illustration to your operation
Your sources.
Your policy.
Your workflow.
Actual approval thresholds, matching tolerances and roles are configured for your organisation and accounts.
Review the controls.
Understand the responsibilities behind an accountable close.
Trust & controlsBring your questions.
Discuss the records and recurring exceptions your team works with.
Request a demonstration