Sample case study: the client, figures and details are illustrative. Replace with a real project before launch.
Client
An online retailer (sample)
Plates
Integrations & APIs, AI & automation
Duration
6 weeks
The problem
Card payments, marketplace payouts and refunds landed in three places, and month-end reconciliation took the finance lead most of a week.
What we did
- IMap
A data contract for every money movement: where it starts, where it should land, and how to match it.
- IIConnect
Nightly jobs pull from the payment provider, the marketplace and the bank feed, match them, and post to the accounting system.
- IIIReview
Anything that does not match goes to an exception queue, with an AI-drafted explanation a person approves.
What changed
- Nightlyreconciliation instead of a month-end scramble
- Samplefigures go here once a real project replaces this one
Built with
- Stripe
- Xero
- Bank feeds
- TypeScript workers
- PostgreSQL
- An LLM for drafting explanations