Run account reconciliation on time and track every response

A verified balance is sent on the appropriate working day. Confirmation, dispute and statement requests are recorded separately, and the same record is not sent repeatedly.

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Direct definition

What Is Automated Account Reconciliation?

It is not a bulk message campaign. It requires the right account, period, duplicate control, clear response choices and a route back to finance.

Primary source: Meta Reva product and integration documentation.

Connected workflow

Automated Account Reconciliation

Account reconciliation messages are scheduled around the working calendar; approvals, rejections and statement requests are recorded as separate outcomes.

Capabilities

What this workflow can do

Prevent duplicate sends

The workflow checks whether that account and period have already been sent.

Separate approval, rejection and statement intent

“I confirm”, “I dispute this” and “send the statement” are separate operational outcomes.

Report message and response history

Send, delivery and response history remains available to the finance team.

Controlled delivery

How implementation works

We define account scope, schedule, response classes and dispute handoff, then test duplicate and incorrect-balance cases.

ScopeDefine data sources, users and permissions.
ConfigureMap WhatsApp steps to ERP and operating rules.
ValidateTest normal, uncertain and failure scenarios.
Go liveRelease with monitoring and agent handoff controls.

Clear answers about boundaries, data and human handoff.

What we clarify before implementation

What data does Automated Account Reconciliation require?

We define account scope, schedule, response classes and dispute handoff, then test duplicate and incorrect-balance cases.

Where should this workflow stop?

Send, delivery and response history remains available to the finance team.

Can it work with our current system?

The workflow needs an API, secure database access, file exchange or an existing service layer. We do not claim automation before a viable technical path is confirmed.

Show us how the work runs today and we will define a practical first scope together.