Reconciliation workspace

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Match customer records across CRM and Billing exports, fix formatting differences, and surface exceptions for review.

Quick start

Try it with sample data

No files handy? Use our included test dataset — 50 CRM records and 48 Billing records with realistic discrepancies built in.

Download sample CRM Download sample Billing
or upload your own

Upload CSV files

Both files required
Step 1
CRM export
Click here or drag a CSV file
Step 2
Billing export
Click here or drag a CSV file
1
Match customersRecords are linked by VAT, email, phone, name, and address.
2
Auto-correct safe fixesFormatting, typos, and known aliases are corrected automatically.
3
Review exceptionsAmbiguous or risky changes go to a review queue for your call.
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