Direct Bill Reconciliation Bot
Reconciliation reduced from hours to minutes, saving about 20 hours per week
The Problem
Direct bill reconciliation is not conceptually complex, but it is operationally inconsistent. Different carriers, different file structures, and slight mismatches across amounts, dates, and references forced hours of manual validation and rework.
Our Solution
We built a reconciliation system that combines deterministic matching logic with AI-assisted ambiguity handling. The platform ingests carrier files across formats, normalizes records into a unified schema, applies exact and partial rule checks, and invokes AI for edge-case semantic resolution where strict rules are insufficient.
How It Works
Carrier files (e.g., Tenfour, GEICO) are ingested across CSV, Excel, and related formats
Policy IDs, amounts, dates, and references are parsed and normalized
Atomic entries are grouped into meaningful financial units in a unified schema
Deterministic engine performs exact and partial reconciliation checks
AI resolves naming inconsistencies, slight mismatches, and semantic edge cases
Transactions are classified as Matched, Unmatched, or Ghost
Technologies Used
Results & Impact
Reconciliation that took hours now completes in minutes
20 hrs/week saved
Weekly Time Saved
~20 hours
Processing Time
Hours to minutes
Audit Quality
Cleaner trails
Carrier Scalability
Format-agnostic
Key Takeaway
Rules handle certainty
AI handles ambiguity
Production reconciliation needs both
Ready to start your project?
Let's discuss how we can help you achieve similar results