Data reconciliation

Speed up your workflows with intelligent data reconciliation

Simplify manual processes with Trullion's data reconciliation technology, which efficiently matches transactions against a repository of source documents using rules-based logic.

How it works

Slash time spent on repetitive data matching - such as vouching and tracing tasks

Step 1

Upload your documentation
Upload PDF and Excel documents with just one-click

Step 2

Customize your matching criteria
Customize matching criteria including vendor names, payment amounts, dates, and more.

Step 3

Find matches and exceptions in your data
Watch as Trullion's AI finds matches and exceptions in your data
Sample use cases

Explore real world applications of AI-powered reconciliation

Test of details
Streamline the matching of transaction details to key audit evidence including invoices, purchase orders, and payment receipts.
Transaction vouching
Trace transactions, including revenue, expenses, tax payments, and payroll, to supporting documents to verify accuracy.
Verification and compliance
Verify employee benefit plans, ensure background check completion, and manage passwords to uphold organizational protocols.
Fraud prevention
Monitor corporate expenses for fraud risks and manage vendor transactions to ensure proper authorization before processing payments.

Hear what our costumers have to say

Technologies like the one I am working with at Trullion will help with efficiencies in our practices, as well as make things more exciting for our associates.
Tricia Katebini, CPA
Trullion has saved us time and actually - but just as important - the numbers are accurate.
Vincent Shurr
Global Director of Corporate Accounting and Consolidations
Once you have this type of system, your auditors are relaxed. I'm relaxed. Everyone is relaxed. The risk is low. The analyzing process is very smooth and easy without deficiency. So it's not just a matter of days.
Yaron Kaneti
VP Finance