- Signal
- A payment, invoice or ledger entry does not match.
- Agent work
- Collects the evidence and prepares the correction or follow-up.
- Human decision
- An accountant approves any posting or external communication.
- Check
- Rechecks the same records and records the resolution.
Primal for Finance & accounting
Reconciliation without another export
Exceptions receive a source, an owner and a check instead of living in a spreadsheet.
Agent workflow
From evidence to completed work — with the decision owner in the loop.
Working context
Systems connected to the workflow
Ramp or BrexAirwallexQuickBooks or XeroNetSuite
Test this workflow on your data
We will define the source records, permission boundary and the proof of a useful outcome before the work starts.