Reconciliation workspace

Move from separate spreadsheets to one explainable control report

Upload two to five CSV, TSV or XLSX sources, select sheets, approve column mappings and review every matched, missing, duplicate, partial and conflicting key.

1

Upload authorised sources

Files are validated by server-detected MIME, extension, size, plan row cap and source count.

2

Select sheets and headers

Preview each workbook and choose the intended worksheet before matching.

3

Approve schema mappings

Map differently named keys and fields with visible confidence suggestions.

4

Choose match rules

Use exact, normalized or plan-gated fuzzy matching with a bounded candidate limit.

5

Review six result groups

Filter the result table and inspect source evidence before accepting or resolving an exception.

6

Export and retain audit evidence

Create CSV, XLSX, executive PDF and audit exports without changing the source files.

Privacy and retention

Original uploads are staged in protected storage and removed by the cleanup schedule. Result data and audit records follow configured retention rules. Functional download and cron routes return noindex headers.

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