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 reconciled
A 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.

Where it runs

Available to direct-booking clients as a Care Plan add-on, set up on top of the site and the booking system. The same pattern runs the intake, chasing and weekly summaries behind our compliance service. Priced at scoping.

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Start here

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