Solution

Check reconciliation

Issued checks, bank activity, invoices and accounting records compared and matched — so your team opens the exceptions instead of working through every line.

What the workflow does

Reconciliation where people handle the differences, and the routine matches handle themselves.

What arrives

Records to compare

  • Checks your business issued
  • Bank activity and statements
  • Invoices and payment references
  • Status in your accounting system

What Agynx prepares

Matches and differences

  • Likely matches prepared with the reasoning
  • Amount, date, payee and reference compared
  • Timing gaps distinguished from real breaks
  • A running picture of what is still outstanding

What becomes an exception

What is actually wrong

  • Duplicate payments
  • Stale-dated and voided checks
  • Records present on one side only
  • Material differences in amount or payee

What the person receives

Exceptions, explained

  • Only the items that need judgement
  • Why each one was flagged, in plain language
  • The records that were compared, side by side
  • A clear owner for each open item

Step by step

A match is proposed with its reasoning shown. Anything the rules cannot settle is escalated rather than resolved quietly.

01

Gather

Bring together issued checks, bank activity, invoices and accounting status for the period being reconciled.

02

Compare

Check number, payee, amount, date and invoice reference are compared across every source that should agree.

03

Propose matches

Prepare the likely matches, showing which fields agreed and which did not, so a reviewer can accept at a glance.

04

Separate timing from breaks

A check that has not cleared yet is not the same problem as a check that does not exist — and the two are reported differently.

05

Identify exceptions

Surface duplicates, stale-dated checks, voids, missing records and material differences as distinct categories.

06

Explain and route

Give each exception a plain-language reason and send it to the person responsible for that decision.

07

Track to closure

Keep the open items visible until they are resolved, with a record of who resolved them and how.

What never happens automatically

Nothing is adjusted, matched off or written down without a person saying so.

  • Matches are proposed with reasoning, and approved by a person.
  • No record is adjusted or written off automatically.
  • Every exception names the specific difference that caused it.
  • The compared records stay visible side by side for review.
  • Resolution is recorded, so a period can be explained afterwards.

Reconciliation quality depends on the quality of the records being reconciled. Where a source is incomplete, Agynx reports the gap rather than reconciling around it.

Founding design partners

How long does your close take?

Most of that time is usually spent finding the few lines that are wrong. That is the part we would start with.