Data & ReportingPersonal

Finance ledger and reconciliation app

A finance workflow that imports statements, matches payments and makes missing or stale data visible across accounts.

WORKSPACE Accounts Match Audit
Finance ledger and reconciliation appILLUSTRATIVE WORKSPACE
Overview
Activity
In review
Activity overview
Review queue
Outcome32 accounts, reconciled
01 · What it was

A finance dashboard that ingests transactions and statements, reconciles payments and tracks source freshness across accounts.

02 · The problem

Reconciling 32 accounts by hand.

03 · What we solved

1,013 transactions reconciled with 25 tests. A missing match is flagged as unknown, never assumed unpaid.

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