Reconciliation
10 posts on reconciliation.
Why Zapier can't reconcile your invoices
Zapier reacts to one event at a time. Reconciliation compares two whole sets and remembers what is unmatched. Here is where the model breaks, in Zapier's own documented limits.
DecisionWhat AP automation costs, and how vendors charge
AP automation is sold four different ways, and the pricing model matters more than the headline rate. Here is what drives each one, and which fits your invoice volume.
PlaybookAutomation use cases for freight forwarders
Eight back-office jobs a forwarder can automate now, what each one replaces, and roughly what it takes. Ranked by payback, with the ones that are not worth it named too.
GuideHow to reconcile Shopify payouts to your sales
Your payout is never your sales number, and it is not supposed to be. Here is the bridge from gross sales to the amount that lands in your bank, and how to close it every week.
AnalysisWhere accessorial fees hide on a freight invoice
Accessorials are the charges for everything that is not moving the freight, and where billing errors concentrate. Here are the ones that hide best, and how to dispute them.
GuideHow to check a freight invoice before you pay it
A freight invoice audit is four checks: rate, weight, accessorials, duplicates. Here's the order to run them in, and why your own error rate beats the ones everyone quotes.
AnalysisWhy does month-end close take so long?
The median finance team closes the books in 6.4 days; many small businesses take 12–20. Here's why month-end close drags, and the reconciliation bottleneck to attack first.
AnalysisWhat does manual invoice reconciliation actually cost?
Manual invoice reconciliation costs $15–25 per invoice in direct processing, plus hidden error, rework and late-fee costs. Here's how to calculate your real number and when to act.
GuideHow to automate invoice matching (2-way and 3-way)
Automated invoice matching checks each invoice against its PO and goods receipt, posts what agrees within tolerance, and routes only mismatches to a person. Here's how it works.
Field notesWhat 97% reconciliation accuracy really takes
Most document-automation demos quietly skip the accuracy problem. Here's the rule-based engine behind a 97%-accurate air-cargo reconciliation, and why good-enough OCR isn't.