One customer, four spellings, three systems
Most companies have the same entity recorded several times over, in systems that were bought years apart and never introduced. The names differ, the identifiers differ, and the work of deciding whether two records are the same thing is judgement rather than a join.
Somebody maintains a spreadsheet that maps one system's names onto another's, and that spreadsheet is load-bearing. When a reconciliation does not balance, the difference is chased by hand through both systems until somebody finds the two records that were the same all along.
- It reads the records as they are rather than requiring them to be cleaned up first, which is the step that usually kills this work before it starts.
- It matches on everything at once, names, addresses, identifiers, amounts, dates and history, rather than on one key that was never reliable.
- It gives each proposed match a written reason a person can check, instead of a similarity score.
- It separates the ones it is confident about from the ones it is not, and the uncertain pairs are presented for a decision.
- The decisions people make feed back in, so the same ambiguous pair is not asked about twice.
- A proposed set of matches with the reason for each
- The unsure pairs queued for a person, with what makes them ambiguous
- A reconciliation that says what did not match and why, rather than only that it did not balance
- A mapping that is maintained by the system instead of by somebody's spreadsheet
It does not merge your master data on its own. Merging is destructive and hard to unwind, so it proposes and a person confirms, in whatever order of risk you set.
- Customers and suppliers deduplicated across systems that were never joined up
- Payments and transactions reconciled against what they were supposed to settle
- Product, part and catalogue records matched between a supplier's naming and your own
Research and due diligence
The read-everything part of a decision, finished before the meeting starts.
Knowledge capture
What the people who have been there twenty years know, written down before they leave.
Workflow automation
The processes that only move when somebody has an hour free, running on their own instead.
AI agents
Agents that do the steps in the systems you already run, and stop at anything a person should sign.
Tell us the decision you want to fix
One call, no deck. We will tell you whether this is something we can build for you, and if it is not, we will say that too.