
Use case:
Revenue Reconciliation Tool
COMING SOON!
Challenges:
Reconciling sales and cash received with spreadsheets is painful for Finance teams:
- Analysis requires combining multiple data sources
- Matching done manually in Excel or Google Sheets using lookup functions
- A lot of time wasted understanding what happened with unmatched items
Capabilities:
Automatically reconcile invoices and bookings using APIs and Airtable Scripts:
- Get Chargebee invoices and credit notes in 1 click
- Import DATEV bookings via CSV to Airtable
- Click to trigger matching script that looks for matching invoice number, date, amount and flags mismatches
Outcomes:
Processing time reduced to the minimum, highly reliable and ready for future scale increase
- 10x faster process: Finance only needs 15 mins each month to reconcile thousands of invoices and payments
- 100% match accuracy: no false positive matches generated so far, letting Finance focus on actual mismatches
Automate your revenue reconciliation