E-commerce reconciliation · free diagnostic

Is this e-commerce reconciliation worth automating?

Answer a few questions about one recurring reconciliation process. Get an immediate fit score, the strongest automation signals and a practical next step.

Built for recurring payout and clearing-account reconciliation across Shopify, processors, marketplaces, wholesale and the bank. For other spreadsheet workflows, describe the workflow instead.

No email required. No client data required.

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The workflow itself

1. How often does this reconciliation process occur?
2. How much staff time is spent investigating or reconciling it?

Per month, across everyone who touches it.

3. Who typically performs or reviews the work?

This shapes the explanation rather than inflating the score.

Systems and software

4. Which systems are involved?

Select all that apply.

5. Is a connector already configured?
6. What remains manual?

Select all that apply.

Repeatability and reuse

7. Do substantially similar exception patterns return each period?
8. How much accounting judgment is involved?
9. How many other clients have a substantially similar workflow?
10. Does the workflow delay close, create unresolved balances or lead to forced adjustments?

Optional

Optional: your loaded hourly staff cost

Only used to express the hours above as a cost range. Leave blank to skip. We never assume a figure.

Your own number, in your own currency.

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Recommended next step

Strongest signals

    Biggest limiting factor

      What you told us

      Systems selected

      Manual work selected

      Discuss this workflow

      This diagnostic identifies workflow characteristics associated with custom reconciliation automation. It does not inspect accounting records, confirm accounting accuracy or provide accounting, tax or legal advice.

      Scored in the top two bands?

      The next step is a short conversation about the workflow. Bring the description, not the credentials. If the economics do not work we will say so.

      Discuss your workflow See how the engine works