RECONCILIATION BOT

Daily bank reconciliation.

Bots will perform daily bank reconciliation so you don’t have to. Save your team hours each day by deploying a bot to do the tedious work of clicking through check boxes and drop-downs in your accounting software.

Reconciliation Bot

By Plena Data

Before we started using Plena Data, we had the task to reconcile the bank account every day. This task took our poor staff accountant three to four hours - it was very tedious and mundane. There was just no way to automate it from what we could tell. It was super hard for him, there were errors in the data, and it was expensive to do every day.

Looking back, no regrets on choosing Plena Data - very affordable for the costs that we are saving and a very large ROI on our monthly subscription.

Caleb Miller, Clicklease Financial Controller

Guaranteed accuracy.

Matching and reconciling transactions is essential to your process. Bots perform these tasks with guaranteed accuracy.

Bots reconcile data between any two systems and in any format.

Documentation.

Bots match documents together so that you don’t have to do it manually.  For example, a bot can do a three-way match of an invoice, a purchase order, and a receiving report to ensure proper payment of goods and services received.

Ready to automate your manual processes?

Submit the form and we will contact you shortly to schedule your demo.