Before
Two exports, one spreadsheet, and a person going line by line to find what doesn't match.
After
Records processed, exceptions flagged, run before the day starts. Ran today in 0:48.
Plain automation
Automate checking one system against another
Someone exports from two systems and compares them line by line to find what doesn't match. A daily run does the comparison and hands the team only the exceptions.
- Free evaluation
- Fixed quote before work begins
- First deliverables in 30 days, guaranteed
- No staff replaced
What this costs you today
Two systems are supposed to agree: the bank and the ledger, the orders and the shipments, the vendor's statement and your records. Someone exports both, lines them up in a spreadsheet, and hunts for the differences. In the companies we meet this happens daily or weekly, and it takes hours each time.
Most of the rows match. The handful that do not are the whole point, and finding them by eye is slow and unreliable.
Call a fully loaded employee $45,000 a year, as an illustration. Reconciliation typically takes 10 to 15 hours a week. Fifteen hours is more than a third of a person, spent confirming that things match.
- Typical time
- 15 hrs / week
- That is
- more than a third of a person
- At an illustrative $45,000 a year
- $16,875 / year
Typical figures, using $45,000 as an illustrative fully loaded cost. Your numbers go in the calculator below. If your version is a couple of hours a week, that still counts.
What CBIT builds instead
We build a scheduled job that pulls from both systems, matches the records by the rules you already use, and produces the list of exceptions. Matched records are logged and left alone.
Each exception comes with why it did not match: missing on one side, different amount, different date. The person reviews that list and nothing else. When a rule needs a judgment call, that stays with them.
Plain automation handles most repetitive work. We use newer tools only where they clearly earn their place, and we tell you when we do. Reconciliation does not need them.
What the person gets back is the comparison. They start at the exceptions instead of at row one.
Is this AI?
This is plain automation. No AI. Matching records by rule is exactly what software is for.
What business automation actually costsOne example, names left out
Real work from real clients, with the names left out. What matters is the shape of the problem, and how often we see it.
What shapes the scope and the quote
This kind of project
Sized to the rules and the exports
Two clean exports and a clear matching rule is a focused project. It grows when records match on fuzzy fields, when there are many kinds of exception, or when one system has no export and has to be read from its screens. We look at both sides before we quote.
- Small tasks and larger workflows are both welcome. We look at what needs to happen and give you a fixed quote before work begins. No hourly meter.
- First deliverables in 30 days from kickoff, guaranteed.
- Changes to outside systems (a portal redesign, a vendor's API change) may require separately quoted repair work. We tell you when that happens.
Run your own numbers.
Set to the typical figures for this task. Change them to match your team, however small the number.
What this task costs you in time
Hours a week, times the people doing it, at whatever a person costs you. $45,000 a year is an illustration; set it to your own figure.
People doing this work
1
Hours each, per week
Half an hour counts. 40 is a full week.
15
Fully loaded cost per person, per year
Salary, benefits, taxes, overhead. $45,000 is an illustration; set it to yours.
$45,000
Time spent on this task
15 hrs / week
About 780 hours a year of a person's time.
- Labor value of that time
- $16,875 / year
- Your project price
- Fixed quote after a free evaluation
Tell us about this task
These figures show the value of time spent on the task, not a project quote or guaranteed cash savings. We will help estimate what can realistically be automated.
Tell us about the task your team keeps doing by hand.
Every morning, every Friday, or every time an order comes in. Small tasks and larger workflows are both welcome. The evaluation is free, and if we take it on, first deliverables are running in your operation within 30 days of kickoff.
Free evaluation. Fixed quote before work begins.
Related tasks
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Automate looking up statuses on vendor and carrier portals
An automation checks every portal overnight and hands the team only the exceptions.
Plain automation
Automate reviewing daily files to find new accounts
One scheduled run. About three minutes a day, and it flags anything that doesn't match.
Everything we automate
Fourteen tasks, each with what it takes today, what we build instead, and what shapes the scope.