Selected work · financial automation

Remittance Reconciliation

Principle 03Validated before it processes

Remittances arrived as folders of Excel files, and someone had to open each one just to find a few values and check them against the source — account by account, every day. This points at the folder instead: it scans the new files, compares each value to the source, flags only the mismatches, and writes the result to the shared log in the exact format the team already documents. The reconciliation a person used to do by eye, done in one pass.

Stack
Apps Script ·
SheetJS
Scope
folder scan ·
batch compare
Output
flagged mismatches
+ shared log
Result
~15 min →
~2 min / batch
How a run flows

Point it at the folder. Get back only what needs a human.

Point

Aim the tool at the source folder of remittance files — no copying, no opening.

Scan

It reads every new Excel file in the folder in one batch.

Compare

Each value is checked against the source file and the account name.

Flag

Matches pass silently; only mismatches are surfaced as warnings.

Log

One click writes the result to the shared log in the team’s existing format.

Caught, not skimmed

Every value checked — only the exceptions surface.

A person scanning hundreds of figures by eye misses things when they’re tired. The scan checks all of them the same way and only asks for attention where a number doesn’t agree with its source.

The matches stay quiet; the few that don’t match are the whole point.

scan · today’s remittance folderlogged
142 files scanned · 139 matched
INV-4470  $980.00 = $980.00
INV-4471  $1,240.00 ≠ $1,420.00
INV-4488  name mismatch vs source
3 flagged → written to log
Every value compared to source; only the exceptions need a human.
Matched at the source

Source value vs. remittance value — line by line.

The comparison isn’t a guess. Each remittance figure is matched against the source file and the account name, so a flag is something you can act on, not a maybe.

source ↔ remittance
Acct 88-2231 · $980.00 — matches source
Acct 88-2240 · $1,150.00 — matches source
Acct 88-2245 · $1,240.00 vs $1,420.00 — flagged
Acct 88-2251 · $640.00 — matches source
The result

Fifteen minutes a file became two minutes a batch.

Opening files one at a time to hunt for values became a single folder scan, and the output lands in the same shared log the team already keeps — no new process to learn.

The documentation they relied on is produced for them, consistently, as a byproduct of the run.

documented results87% faster
~15 min/file → ~2 min, batched
one-at-a-time → whole-folder scan
manual tracking → written to the shared log
The same documentation the team already kept — produced for them.
Built with

A web app over a shared log — no installs.

Google Apps Script · SheetJS · HTML5/CSS3 · JavaScript — pointed at the team’s folder, backed by a shared database.

Scott Matthews · Selected workRemittance Reconciliationscottmatthews.dev