Stop comparing bank transactions by hand.
CodeScale builds a reconciliation workflow around your matching rules, exception logic, finance process, and accounting environment. Microsoft 365, custom development, or an integration-focused improvement can each be the right answer depending on the data, users, and systems already in place.
Human review stays part of the workflow where exception handling, approval, and sign-off are needed.
Signs the reconciliation process is harder than it should be
- Bank files arrive and someone opens a spreadsheet
- Matching rules change without anyone knowing
- Exceptions pile up in an inbox
- Month-end takes longer than it should
- Audit questions are hard to answer
The cost is usually time, inconsistency, and uncertainty
The impact shows up as delayed month-end close, inconsistent matching decisions, and difficulty explaining reconciliation choices.
CodeScale maps the reconciliation workflow first
The recommendation comes from your actual matching rules, exception logic, and finance process — not a fixed template.
From bank data import to reconciliation sign-off
This is an illustrative sequence. The actual workflow should follow your matching rules, exception logic, approval structure, and accounting environment.
Capabilities grouped by function
These are examples, not a fixed package. The final feature set should follow the real workflow and your reconciliation rules.
Microsoft 365 vs custom development
The right route depends on the process, users, data, licensing, and the wider system landscape. Microsoft 365 can be a good fit for internal reconciliation workflows when the environment already supports it. Custom development can be a better fit when the interface, access pattern, or scale needs go beyond that shape.
Relevant connections depend on the systems already in place
Feasibility depends on APIs, licensing, permissions, data structures, and project assessment.
A reconciliation scenario to frame the conversation
This is a labelled example, not a verified case study. The actual solution follows the real process.
A structured delivery process
The process usually moves through review, planning, build, testing, deployment, and handover, with support after launch where needed.
Common questions about bank reconciliation automation
- Can the system follow our existing process?
- Usually yes, if the workflow is reviewed first. The solution should be shaped around your matching rules, exception logic, review steps, and approval structure — not a generic template.
- Can it use our Microsoft 365 environment?
- Yes, when Microsoft 365 is a fit, CodeScale can consider Power Apps, Power Automate, SharePoint, Teams, Outlook, or Dataverse depending on licensing and project requirements.
- Can external users access it?
- If external access is required — for example, auditors or branch finance staff — a custom web portal may be a better option than forcing an internal-only workflow pattern.
- Can it integrate with our current software?
- Potential integrations depend on APIs, licensing, permissions, data structures, and a project assessment of the systems involved. If you use banking software or an accounting platform, the solution can connect where APIs and data formats allow.
- Can it work on mobile or offline?
- Mobile-friendly review is possible for approval and exception handling. Offline support depends on the platform chosen and whether finance staff need to work from locations without reliable connectivity.
- How are roles, permissions, and history handled?
- The solution can include role-based access, reviewer assignment, approval tracking, and full audit history so the reconciliation process is easier to review later.
- Can CodeScale improve an existing system?
- Yes. The review can focus on a spreadsheet, form, workflow, or application that already exists and identify where the process can be improved or rebuilt.
- What happens during the paid consultation?
- It is a focused working session to understand your current reconciliation process, identify where delays or friction occur, discuss solution options, and clarify next steps.