AI Agent Solutions / payment reconciliation

Match sales to money.

Compare one sales export with one bank, wallet, or settlement export. Keep exact matches, isolate uncertain pairs, and close with a named review record.

Sources: Two CSV / JSON files
Limit: 10 MB / 50,000 rows each
Processing: This browser
Boundary: Zero source upload or money movement

01 / source exports

Load both sides.

Choose matching-period exports. The original files remain unchanged.

A / SALES Drop or choose the sales export No file selected Sales or invoice export B / MONEY Drop or choose the payment export No file selected Bank, wallet, or settlement export

Load two exports or use the safe sample.Exact reference first / mutual-unique suggestions only

03 / review

Review before close

No automatic finalization

Reconciliation rows

Status	Invoice ref	Invoice	Payment ref	Payment	Difference	Method

04 / approval evidence

Record the review.

Reviewer name

Exception note

I reviewed the matched and exception rows. This approval does not send money, update invoices, or post to the books.

Not approved

Match sales to money.

Load both sides.

Confirm the columns.

Sales or invoice columns

Payment or settlement columns

Review before close

Reconciliation rows

Record the review.

Decision brief