Automate month-end reconciliation
Automate month-end reconciliation
Automate month-end reconciliation
Transform days of manual reconciliation work into automated processes that run on autopilot. Ensure accurate financial data without the spreadsheet cleaning nightmare.
The Problem
Whether you're managing insurance commissions across multiple carriers or reconciling bank statements with your month-end general ledger, the story is always the same: days of manual work spent squinting at open spreadsheets and PDFs to try to resolve inaccurate data and missing entries.
Transform days of manual reconciliation work into automated processes that run on autopilot. Ensure accurate financial data without the spreadsheet cleaning nightmare.
The Problem
Whether you're managing insurance commissions across multiple carriers or reconciling bank statements with your month-end general ledger, the story is always the same: days of manual work spent squinting at open spreadsheets and PDFs to try to resolve inaccurate data and missing entries.
Transform days of manual reconciliation work into automated processes that run on autopilot. Ensure accurate financial data without the spreadsheet cleaning nightmare.
The Problem
Whether you're managing insurance commissions across multiple carriers or reconciling bank statements with your month-end general ledger, the story is always the same: days of manual work spent squinting at open spreadsheets and PDFs to try to resolve inaccurate data and missing entries.
How to automate reconciliation with Velos
How to automate reconciliation with Velos
Seamless Integration
Import your bank statements and general ledger files in multiple formats—CSV, PDF, email, or through direct integration with your ERP, financial management system, or other third party data sources.
Our platform automatically cleans and standardizes your data, then intelligently matches corresponding transactions between your bank statements and general ledger.
Import your bank statements and general ledger files in multiple formats—CSV, PDF, email, or through direct integration with your ERP, financial management system, or other third party data sources.
Our platform automatically cleans and standardizes your data, then intelligently matches corresponding transactions between your bank statements and general ledger.
The website will be built in Framer, ensuring a modern, responsive, and performance-optimized experience. Ideal for quick iteration and sleek UI transitions.
Intelligent Matching
Our AI goes beyond simple rule-based matching. It understands when a single bank deposit corresponds to multiple invoices, when rounding differences should be ignored, and when payment descriptions don't quite match but clearly refer to the same transaction
Our AI goes beyond simple rule-based matching. It understands when a single bank deposit corresponds to multiple invoices, when rounding differences should be ignored, and when payment descriptions don't quite match but clearly refer to the same transaction
Our AI goes beyond simple rule-based matching. It understands when a single bank deposit corresponds to multiple invoices, when rounding differences should be ignored, and when payment descriptions don't quite match but clearly refer to the same transaction.
Flag issues
Instead of flagging every minor discrepancy, our AI identifies which exceptions actually need human attention and provides the context needed to resolve them quickly.
Instead of flagging every minor discrepancy, our AI identifies which exceptions actually need human attention and provides the context needed to resolve them quickly.
Instead of flagging every minor discrepancy, our AI identifies which exceptions actually need human attention and provides the context needed to resolve them quickly.
“Reconciling ten different town bank statements used to be a multi-day ordeal each month. Now, with Velos, we can quickly identify and isolate reconciling items that need review and correction, allowing our team to focus on higher-level analysis, not time consuming data wrangling."
Christian Pearsall
MRI I Municipal Gov't
50hrs
Saved per month
95%
Match rate rose
“Reconciling ten different town bank statements used to be a multi-day ordeal each month. Now, with Velos, we can quickly identify and isolate reconciling items that need review and correction, allowing our team to focus on higher-level analysis, not time consuming data wrangling."
Christian Pearsall
MRI I Municipal Gov't
50hrs
Saved per month
95%
Match rate rose
“Reconciling ten different town bank statements used to be a multi-day ordeal each month. Now, with Velos, we can quickly identify and isolate reconciling items that need review and correction, allowing our team to focus on higher-level analysis, not time consuming data wrangling."
Christian Pearsall
MRI I Municipal Gov't
50hrs
Saved per month
95%
Match rate rose
No more Vlookups.
No more Vlookups.
Reconciliation is messy and complex. Automate it anyway.
Reconciliation is messy and complex. Automate it anyway.
Reconciliation is messy and complex.
Automate it anyway.
Month-end reconciliation doesn’t have to take days. With Velos, it’s a single automated workflow—where you can connect your tools, match records, and flag any discrepancies.