Commission reconciliation requires manual extraction of partner statements, lookup of matching contracts and invoices, and verification of amounts against multiple systems.
Automation reads commission statements in any format, matches entries to contracts and invoices automatically, flags discrepancies before posting, and delivers a clean reconciliation report for approval. The finance team moves from data entry to exception handling only.
The full workflow, from trigger to completion.
New commission statement file arrives in email or partner portal. Automation detects the file and extracts the data.
Automation reads the statement file, identifies columns, and extracts commission entries into a structured format.
Automation queries deals and invoices to find matching contract and invoice records for each commission entry.
Automation compares commission amount to contract rate and invoice total, flagging any variance for human review.
Automation generates a summary report with matched entries, discrepancies, and audit trail, ready for manager approval.
Once approved, automation posts entries and sends a confirmation message and email.
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