Automation 03
Operational reconciliation & reporting
“Sales, inventory, and the accounting software all say something different, and someone has to figure out why every Monday.”
Before
Numbers get pulled from each tool by hand and reconciled manually, usually once a week, usually late.
After
Scheduled pulls from the tools already in use, reconciled into one state, surfaced as a dashboard plus a recurring digest, with exceptions flagged the moment numbers disagree.
What gets automated
- Scheduled pulls from sales, inventory, accounting, or booking tools
- Reconciliation into one operational state
- A dashboard and a recurring digest, daily or weekly
- Exception flags the moment two sources disagree, instead of at month-end
What the client sees
One dashboard that agrees with itself, and a digest instead of a spreadsheet hunt.
What it connects to
- Sales tools
- Inventory systems
- Accounting software
- Booking platforms
- ERP
How it runs
Sales · Inventory · Accounting · Bookings→Scheduled pull · reconcile→Dashboard + digest
Where a human stays in the loop
The system flags disagreements; it doesn't silently correct them. Someone confirms which number is right before it's treated as the record.
Setup
- You provide
- Read access to the tools being reconciledA short session to define what counts as an exception
- Timeline
- 2–4 weeks, depending on integrations
- After go-live
- The dashboard and digest run on schedule; exceptions surface as they happen.
Price
Starts at$1,400≈ 14,000 MAD
Typical run cost: $30–80/month in hosting and API usage, billed at cost.
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