Your Fractional AI-as-a-Service
CORE MODULE / RESOLVE

Reconciliation & exception management

Give every unmatched item a clear next action.

Finance-led expertise. AI workflows built and managed for your firm.

ILLUSTRATIVE WORKFLOW

Which items are unmatched, who owns them, and what is needed to close them?

01 / THE INPUT

What we work with

  1. Agreed ledger and statement extracts
  2. Matching rules and exception categories
  3. Owners and approved follow-up templates
02 / THE AUTOMATION

What we configure

  1. Suggest matches and highlight exceptions
  2. Keep evidence and ownership together
  3. Prepare follow-ups for missing information
03 / THE CONTROL

What your team approves

  1. Validate suggested matches and anomalies
  2. Approve postings and external messages
  3. Confirm the evidence before closing an item
PART OF THE STRATCFO SERVICE

More than a module.
A process your team can use.

We agree the data, tools, responsibilities, and definition of success before the build. Training and handover are part of the implementation scope.

A measured first deployment

Test representative examples, review the exceptions, and confirm acceptance criteria before expanding. Timelines depend on scope, data readiness, and integration access.

Your controls stay visible

AI output needs validation. Posting, client communications, and professional decisions follow the approval rules agreed with your firm.

EXPLORE THE FIT

Could Resolve help your workflow?

Tell us where the process gets stuck. We can discuss a suitable starting point.

Discuss Your Workflow