How ReconcileCloud Works
Our automated reconciliation process is designed to be simple, secure, and efficient. Get started in minutes and see results instantly.
The Complete Process
Company A Creates Profile
Register your company and set up your reconciliation preferences. Define matching rules, data formats, and notification settings.
- ✓ Secure company registration
- ✓ Custom matching rules
- ✓ Data format preferences
- ✓ Notification settings
Generate Shared Account
Create a unique account number that Company B will use to securely upload their data files. This ensures data privacy and proper matching.
- ✓ Unique account identifier
- ✓ Secure access credentials
- ✓ Time-limited validity
- ✓ Audit trail tracking
Upload Data Files
Both companies upload their data using the shared account number through their preferred method: HTTP upload, SFTP, or email.
🌐 HTTP Upload
Secure web interface for drag-and-drop file uploads
📡 SFTP
Automated file transfer for enterprise systems
Simple email attachments to dedicated addresses
Automated Processing
Our AI-powered engine processes the files, matches records using unique IDs, and identifies discrepancies between the datasets.
- ✓ AI-powered ID matching
- ✓ Multi-format parsing
- ✓ Real-time processing
- ✓ Intelligent error detection
Receive Results
Get comprehensive discrepancy reports delivered via email and accessible through your dashboard with detailed analysis and recommendations.
- ✓ Email notifications
- ✓ Dashboard access
- ✓ Detailed analytics
- ✓ Export capabilities
Supported File Formats
ReconcileCloud supports a wide variety of file formats, making it easy to work with your existing data systems.
CSV
Comma-separated values with custom delimiters and encoding support
Excel (XLS/XLSX)
Microsoft Excel files with multiple sheet support and formula handling
XML
Structured XML documents with custom schema validation
JSON
JavaScript Object Notation with nested object support
TSV
Tab-separated values for specialized data exports
Custom Formats
Work with our team to support your proprietary formats
Upload Methods
Secure Web Upload
Our web interface provides the easiest way to upload files with drag-and-drop functionality, progress tracking, and instant validation.
- ✓ Drag-and-drop interface
- ✓ Real-time upload progress
- ✓ File validation before processing
- ✓ Secure HTTPS encryption
- ✓ Large file support (up to 1GB)
Drag files here or click to browse
Enterprise SFTP Integration
Perfect for automated systems and enterprise workflows. Set up once and let your systems automatically transfer files.
- ✓ Automated file transfers
- ✓ SSH key authentication
- ✓ Scheduled uploads
- ✓ Directory monitoring
- ✓ Enterprise-grade security
Simple Email Attachments
The simplest method - just email your files as attachments to a dedicated address with your account number in the subject line.
- ✓ No special software required
- ✓ Works with any email client
- ✓ Automatic processing
- ✓ Email confirmations
- ✓ Multiple file attachments
Enterprise-Grade Security
End-to-End Encryption
All data is encrypted in transit and at rest using AES-256 encryption
SOC 2 Compliant
Independently audited security controls and data handling procedures
Audit Trails
Complete logging of all data access and processing activities
Data Retention
Configurable data retention policies with secure deletion
Ready to Get Started?
Set up your first reconciliation project in under 5 minutes.