Northbound Logistics reconciles 40k+ entries before anyone arrives at the office.
An autonomous agent matches every bank transaction against the full ledger every morning. Exceptions flagged. Report delivered. Finance team reviews in minutes, not hours.
Four hours every morning. Same task. Same spreadsheet.
The finance team at Northbound Logistics was manually matching hundreds of daily bank transactions against a ledger of over 40,000 entries. Cross-border freight billing meant multiple currencies, partial payments, and split invoices, every one handled by hand. The process was error-prone, undocumented, and entirely dependent on one person.
An agent that runs the reconciliation. A human that reviews the exceptions.
The agent handles matching, normalisation, and exception routing end-to-end. The finance team no longer touches routine entries, only the edge cases that genuinely need a decision.
Bank feed connected
Daily bank statement pulled automatically via secure API. Transactions normalised into a consistent schema before any matching begins.
Ledger matched at scale
Agent runs fuzzy matching across 40k+ ledger entries, resolving amounts, references, and dates, including partial payments and split transactions.
Exceptions surfaced
Unmatched or ambiguous entries are flagged with full context and routed to the finance team. No silent failures, every exception has an audit trail.
Report delivered by 8 AM
Reconciliation summary emailed to the finance lead before the working day starts. Human review time cut from four hours to under twenty minutes.
The morning task became a morning notification.
Manual reconciliation
Of all daily bank transactions matched automatically. Only genuine exceptions reach a human.
Annual savings
Recovered from reduced labour hours and faster exception resolution across the finance team.
Daily review time
Down from four hours. The finance lead reviews flagged exceptions and signs off before 9 AM.
Audit trail
Every match and every exception logged with full context. Compliant with internal audit requirements.
The smallest stack that solved the problem.
Your most repetitive task
runs itself.
30-minute call. We'll map the manual process with the highest leverage and scope what it takes to automate it, free, no deck.