The challenge
A fast-growing multi-channel business collected payments across Stripe, Shopify, and PayPal. Every month, the finance team manually cross-checked thousands of transactions, fees, refunds, and payouts across three separate systems before anything could hit the books. It was slow, error-prone, and quietly eating the team's best hours.
What we built
An AI-powered reconciliation engine that pulls transactions from all three sources, matches them automatically, accounts for processor fees and currency differences, and produces clean, reconciled entries ready for accounting. Only the genuine exceptions are surfaced for a human to review.
The work that used to eat our month-end just happens now.
The approach
We started with the workflow, not the technology, mapping exactly how payouts flowed and where they broke. Then we connected the data sources, built the matching and exception logic around their real edge cases, and integrated it into their existing accounting process, staying on through rollout.
The outcome
The monthly close shifted from days of manual reconciliation to a near-instant automated check. The team now reviews only the handful of true exceptions instead of every line, far fewer errors reach the books, and finance got its month-ends back.