Small Team, Big Results: Reconciliation Without the Headcount

Your reconciliation tool isn't saving you time. It's just relocating the work. You've made the headcount case three times this year. Finance said no - again. Meanwhile, transaction volumes climbed 40%, you absorbed two new entities from acquisition, and your team of four is still expected to close in the same five days. So you invested in an AI reconciliation tool. But here's what the vendor didn't mention: their "AI-powered" automation stops at suggestions. It matches what's easy and leaves your team to investigate the rest. That's not intelligence—it's decoration. A smarter-looking version of the same manual work. This session is for mid-market finance teams running lean, where the controller owns reconciliations end-to-end, IT resources are scarce, and the pressure of each close keeps rising. You'll walk away with:

• Why your current tool's "match rate" is a vanity metric, and what to measure instead

• A realistic framework for evaluating tools when you don't have IT support

• What to ask vendors that instantly reveals whether their AI completes or suggests

• Live demo: autonomous reconciliation from data import through sign-off in under 20 minutes, (with no rule maintenance required!)