01 · CONNECT
Read-only, in an afternoon
Your ERP, your subledgers, and incoming statements.
Capabilities · Vendor & customer balance reconciliation
Balance reconciliation that resolves differences early
Continuous vendor, customer, and intercompany balance reconciliation by governed AI agents: statements ingested, open items matched, every difference evidenced, and nothing posted without human approval.
Where the work breaks
Why manual vendor & customer balance reconciliation breaks
A growing company carries thousands of monthly transactions across vendor, customer, and intercompany accounts.
- 01
Statements arrive as PDFs and portal exports, and the work starts with retyping
- 02
Open items are ticked by eye, so credits, short-pays, and timing differences sit unexplained
- 03
A confirmation goes unanswered, nobody owns the second ask, and the balance stays disputed
- 04
Intercompany is reconciled last, so eliminations break at consolidation during close week
How it works
How Rever automates balance reconciliation
02 · ZERO-DAY SCAN
First findings in four hours
Your trailing four quarters scanned on day zero, every difference evidenced.
03 · MATCHING
Open items tied and explained
Rules and fuzzy matching clear the volume.
04 · YOU APPROVE
Differences arrive investigated
Evidence cited, the chase or the entry drafted.
Why Rever
What makes Rever different
01
Continuous, not batch
Most reconciliation software still runs on a month-end rhythm.
02
Every difference links to its evidence
An agreed balance is a claim.
03
Anything external asks first
Confirmations, dispute packets, and rebills are prepared, not sent.
04
The investigation is budgeted
Each unmatched item opens a case with hard caps: 25 lookups, 60 cents, five minutes.
96.8%
TOUCHLESS · ATTENTION ONLY WHERE OWED
$0.22
PER EXCEPTION · VS $27 MANUALLY
4 hrs
ZERO-DAY SCAN TO FIRST FINDINGS
3.0 days
CLOSE, FROM 6.4
Specialist agents
The staff on this job
3 governed agents run vendor & customer balance reconciliation. Each has a narrow charter and a public track record.
01 · Agent
Matcher
ties every transaction to its documents, continuously.
02 · Agent
Investigator
resolves exceptions with cited evidence, cost capped.
03 · Agent
Evidence
serves auditors from the trail, read-only forever.
Before and after
Manual vs continuous balance reconciliation
| Dimension | Manual, month-end | Rever, continuous |
|---|---|---|
| Statements | Retyped from PDFs and portals | Ingested automatically, line by line |
| Open items | Ticked by eye in spreadsheets | Rules, then models, then a budgeted agent |
| Differences | A list of unexplained balances | Named and evidenced, one click deep |
| Confirmations | Sent once, then forgotten | Chased until answered, each chase approved |
| Intercompany | Reconciled last, breaks at consolidation | Agreed on the same record |
| Audit support | Assembled on request | Exported from the append-only trail |
Questions
Balance reconciliation FAQ
What is balance reconciliation?
Balance reconciliation is the practice of agreeing a counterparty's statement against your own ledger: vendor, customer, and intercompany accounts. Open items are matched, differences are explained with evidence, and confirmations are chased until answered. It replaces a periodic scramble with a standing control.
Does Rever send confirmations to my vendors and customers?
Rever prepares them; you approve them. Anything external asks first, so a confirmation, a dispute packet, or a rebill waits in your inbox until you release it. The chase is tracked until answered.
Will Rever post entries to my general ledger automatically?
No. Agents prepare entries, humans approve them, and only approved entries reach the ledger. Write permission does not exist in agent runtimes, so autonomous posting is structurally impossible, not just switched off.
Which banks and ERPs does Rever connect to?
Bank feeds, Stripe, Microsoft Dynamics 365, QuickBooks, and NetSuite are live. HubSpot and Rippling are shipping soon, with Intacct next. Every plan includes every connector we ship.
How long does implementation take?
Connection is read-only and typically done in an afternoon. The zero-day scan then runs across your trailing four quarters and returns first findings within four hours, each with evidence attached.
Is my financial data used to train AI models?
Never. Not with consent, not in aggregate. What agents learn from your books serves your tenancy only, and self-hosted deployment is available for teams that keep everything inside their own perimeter.
Keep exploring
Related capabilities
Bank reconciliation →
Bank to books, continuously, across every account.
Accounts receivable →
Every contract tied to its invoice, and every short-pay answered.
Audit readiness →
Fieldwork served from the trail, not from your team's week.
See your own balances agreed
Connect read-only this afternoon. The zero-day scan returns your first evidenced differences within four hours, free.