Enhance and Automate Account Reconciliation with @run

Account reconciliations are a critical control for financial reporting, data integrity, and fraud prevention. Yet, many organizations still perform them manually.


@run provides smart, interactive tools designed to optimize your daily workflows, boosting efficiency and effectiveness.

How is the process handled in @run?

Account master data

TXT file


User's type


  • account number
  • account description
  • account type (Assets, Liability, Income, Expenses, etc.)
  • Level 1,2…


  • Load into @run at monthly account balance via a txt file


  • administrator
  • preparer
  • reviewer
  • approver


Connection

  • Automatic interface between local ERP and @run


Account master data

  • year
  • month
  • account number
  • debit
  • credit
  • closing balance


Workflow Management and User Access Control

User Access Controls

User access controls ensure that only authorized personnel can access sensitive information, safeguarding data from unauthorized access.


Data Integrity and Confidentiality

Maintaining data integrity and confidentiality is crucial, and the tool provides features to protect sensitive information effectively.


Robust Workflow Management

The tool offers efficient workflow management capabilities to streamline processes and enhance productivity across teams.


Approver

Reviews and approves reconciliations to finalize the process

If a reconciliation is rejected, it is returned to the preparer

The approver has also access to key administrative settings, such as:


  • Account master file
  • Users master file
  • Recon parameters

Preparer

  • Performs reconciliations by account
  • Attaches supporting documents
  • Inputs manual pending items
  • Submits to reviewer
  • Revises and corrects rejected reconciliations

Reviewer

  • Reviews reconciliations completed by the preparer
  • If approved, forwards to the approver
  • If rejected, sends it back to the preparer

Key Benefits of Using @run


Automation of Repetitive Tasks:


Automation reduces time spent on manual data entry, enabling teams to focus on more strategic tasks.


Focus on Analysis


With less time for manual tasks, finance teams can dedicate more time to data analysis and decision-making.


Improved Productivity


Automation and streamlined workflows lead to measurable productivity gains across the organization.


Increased Transparency and Accountability


@run improves visibility throughout the reconciliation process, enhancing oversight and governance.


Enhanced Audit Trails

@run provides detailed audit trails that log every step of the reconciliation process, ensuring full traceability


Fostering Trust and Compliance


Greater transparency and control build trust and help meet regulatory requirements, supporting effective governance.


F.A.Q

1. What is financial reconciliation?

Financial reconciliation is the process of verifying that internal accounting records match external or supporting data such as bank statements, subledgers, or third-party reports to ensure accuracy, completeness, and control in financial reporting. 

Reconciliation helps identify errors, discrepancies, or unusual activity early, supporting reliable financial statements, faster closing, and audit-ready reporting.  

2. Why is financial reconciliation important?

Reliable financial statements require strong reconciliation controls. When accounts are not reconciled consistently, organizations face higher risk, limited visibility, and slower close cycles. 

A structured reconciliation process strengthens internal controls, improves cash management, and ensures leadership can rely on the numbers used for decision-making. 

3. What are the common steps involved in financial reconciliation?

A typical reconciliation process follows a structured sequence to ensure accuracy, control, and traceability: 

  • Collecting data from internal accounting records and external or supporting statements 

  • Comparing balances and transactions to identify differences or exceptions 

  • Investigating discrepancies to determine root causes and required actions 

  • Resolving and adjusting entries to ensure records reflect accurate information 

  • Documenting the reconciliation to support reviews, approvals, and audits 

4. What are some common challenges faced during financial reconciliation?

Reconciliation becomes challenging when processes rely heavily on manual effort and disconnected data sources. Common challenges include: 

  • Manual data entry errors that lead to unexplained discrepancies 

  • Timing differences caused by transactions recorded in different periods or systems 

  • Complexity in matching data across multiple systems, accounts, or formats 

  • Incomplete or inconsistent documentation, making reviews and audits difficult 

  • Delayed detection of unusual or fraudulent activity due to limited visibility 

5. How can technology aid in financial reconciliation?

Technology transforms reconciliation by replacing manual, error-prone tasks with automated and controlled workflows. By automatically matching data, highlighting exceptions, and structuring reviews and approvals, reconciliation becomes faster, more accurate, and easier to manage. 

Modern reconciliation tools also improve visibility through real-time status tracking, standardized documentation, and audit trails helping teams reduce risk, accelerate the close, and maintain confidence in their financial data. 

Questions and Answers on Financial Reconciliation