Data cleanup and reconciliation template

Make reported figures agree with their sources.

Normalize portfolio reports or progress applications and reconcile figures with prior periods and supporting records.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Portfolio monitoring

Read portfolio reports into a cited KPI review against plan and prior periods.

Progress claims and close-out

Reconcile payment applications and track supporting close-out records.

Data it uses

  • Portfolio reports and prior-period records
  • Progress measures and payment applications
  • Field mappings and reconciliation rules

Screens

  • Mapping table
  • Reconciliation queue
  • Source comparison
  • Approved export

Results

  • Figures kept with their sources
  • Period and amount differences flagged
  • Reviewed records ready to export

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.