Make Your Transaction Data Match Your Books, Faster
Connect with a vetted FlowFi expert who can help make your statements match what you’re seeing in your books. We handle the matching, the follow-up, and the documentation. You handle your business.
What Are Common Account Reconciliation Services?
Cash & Banking Reconciliation
An expert compares your internal ledger with external records like your bank accounts to make sure there are no discrepancies. These include:
- Bank account reconciliation
Credit card reconciliation
Merchant account reconciliation
Ledger & Specialty Reconciliation
If you're moving large amounts of inventory around, you need to check that the amount of goods you sent or received on paper match what actually moved. An expert can make sure your inventory matches independent accounts like vendors or other business locations. These services include:
Multi-entity reconciliation support
Multi-location reconciliation support
Ongoing reconciliation support
Inventory reconciliation support
Businesses using multiple banks, payment platforms, and/or credit cards
Using multiple forms of payment can complicate clean bookkeeping. If you are have exceptional issues making the numbers line up a reconciliation expert can come in and finish the job
Businesses moving high volumes of inventory (ecommerce, warehouses, retail, restaurants)
As mentioned above, any business where you're moving around large amounts of inventory needs someone to regularly check inventory. Frequently what appears on paper and what lands in the warehouse are slightly different. An expert can help you stay on top of these differences
Multi-location businesses and franchises
Businesses with different locations often make the mistake of commingling funds and inventory which can hide true profitability and create headaches at tax time. A reconciliation expert can get into your accounts and help you separate which funds and inventory belong to each entity.
Who Are FlowFi Account Reconciliation Experts?
FlowFi experts are professionals from across the USA. To apply, every expert must:
Fill out an application form on our website
Go through an extensive vetting process (we look for the top 10% of applicants)
Work alongside us to create different project plans and pricing structures that work for our clients.
How Matching With a FlowFi Reconciliation Expert works.
1
Match with your Expert
After completing a short, 15-minute assessment call, we match you with one of our handpicked experts.
2
Transfer Information
Share your accounts, pain points, and reporting cycle. Your expert will map the work in days.
3
Run your business without losing pennies on the dollar
Your expert will reconcile, document, and flag issues while you run the business.
Account reconciliation cost depends on how much data needs to be checked and corrected. They are often done as one-off projects to correct backlogs of unreconciled data.
Per project
Per hour
Per month:
Pick a time to meet for a 15-minute, no commitment business assessment. We’ll tell you exactly which type of expert and service you need.