Reconciliation
Start a new run
Upload the latest CRM and Billing exports to match customer records and fix discrepancies.
Source files
Upload both CSV exports. Safe discrepancies are corrected automatically. Anything uncertain is routed to the review queue. Original files are never modified.
Required
CRM export
Drop a CSV file here or click to browse
Required
Billing export
Drop a CSV file here or click to browse
No results yet
Start a new run to see matched records, corrections, and downloadable outputs.
No review cases
Cases needing a human decision will appear here after a run.
Activity
Run history
All previous reconciliation runs.
No runs yet
Completed runs will appear here.