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Finance · Automation · Starter package

Reconciliation agent

One matching engine for bank, GST (2A/2B), vendor and customer reconciliations — exceptions flagged for review.

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A guided session with our team.

Video demo coming soon
Bank feed
Ledger
2 to review
Illustrative preview · sample data

How it works

  1. 1Connect the two sides to match (bank feed & GL, purchase register & GSTR-2A/2B, or ledger & party statement)
  2. 2AI matches every entry nightly
  3. 3Clean journal entries drafted back for your books

What you receive

  • Daily reconciled GL with match-rate report
  • GSTR-2A/2B mismatch report with ITC impact
  • Vendor/customer statement reconciliations
  • Exception queue with one-click resolution
Tools and connections

Works around the tools you already use

8 tools listed for this solution
Your tools
  • Tally
  • Zoho Books
  • SAP
  • GSTN portal
  • HDFC
  • ICICI
  • SBI
  • Slack
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 4 steps
  1. 01Connect the two sides to match (bank feed & GL, purchase register & GSTR-2A/2B, or ledger & party statement)
  2. 02AI matches every entry nightly
  3. 03Exceptions auto-flagged to Slack for human review
  4. 04Clean journal entries drafted back for your books
Everything included · 5 deliverables
  • Daily reconciled GL with match-rate report
  • GSTR-2A/2B mismatch report with ITC impact
  • Vendor/customer statement reconciliations
  • Exception queue with one-click resolution
  • Auditor-ready reconciliation trail
What we’ll need from you
  • Connect the two sides to match (bank feed & GL, purchase register & GSTR-2A/2B, or ledger & party statement)
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Starter · price shared on enquiry
Tentative build time
1–2 weeks, confirmed after your demo
Maintenance & support
Email within 24h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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