Reconciliation Automation
Automation for extracting and reconciling procurement data — matching commitments, receipts, and invoices with documented tolerance rules instead of manual copy-paste.
Problem addressed
The gap between what an ERP records and what operations needs to know is usually bridged by hand — export, paste, lookup, repeat. That work consumes exactly the people who should be analyzing instead of assembling.
Intended users
Procurement and material-control staff responsible for matching and reconciliation.
Technologies
- Power Query
- Excel
- SQL
Key capabilities
- 01
Extraction of procurement data on a schedule instead of on request.
- 02
Matching logic with tolerance rules drawn from real procurement practice.
- 03
Reconciliation outputs as exception lists rather than raw variance dumps.
Currently working
Matching and reconciliation logic used in real reconciliation work.
Exception output with context attached.
Under development
Reusable extraction pipelines across more data sources.
Migration of the matching logic into the Control Tower.
Honest note
Automation here is really an act of documentation — writing the matching rules down so a tool can run them.
Next system
Claire Motorparts