Finance
Account Reconciliation
Share account balances, collect confirmations or objections, and report each recipient status from one controlled workflow.
From request to follow-up
Month-end and year-end checks of customer and supplier balances.
Confirm balances recipient by recipient
Each company confirms its balance or submits a different amount and an explanation.
Review agreements and differences
Review agreements, discrepancies and pending replies; export the results for reconciliation.
Keep the document with the answer
Collect supporting files alongside responses instead of searching separate email threads.
Results ready to share
Create readable PDF reports and export detailed data to Excel and CSV.