Reconciliation & Close

Every record matched, or explained, before the day closes.

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What you're dealing with

Partner files arrive in different formats, amounts are compared in spreadsheets, and differences are tracked in email. Closing the day depends on a few people who know the workarounds.

SwitchX in action

New partner format, no code

Operations maps the partner's columns, status codes and date format once, tests a sample file, and reuses the mapping every day.

Exceptions with owners

Each difference lands in a queue with an owner, notes and a status, so nothing is lost between shifts.

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