Anyone found a scalable way to reconcile high-volume accounts without burning out the team?

[emilycarter98]

We manage reconciliations across multiple bank accounts, clearing accounts, and internal ledgers every month. On paper, the process is “documented,” but in reality, it’s a lot of spreadsheet juggling, exports from ERP, manual matching, and late-night exception handling.

The biggest pain points for us:

• High volume of low-value transactions that still need validation
• Timing mismatches between bank feeds and internal postings
• Manual investigation of differences that turn out to be data formatting issues
• No clean audit trail when reconciliations change hands between team members

We tried tightening controls and standardizing templates, but the bottleneck is still human effort. The moment transaction volumes spike or one team member is unavailable, the whole close cycle slows down.

We recently started evaluating tools in the account reconciliation software space to centralize matching logic and exception workflows.

Curious how others are handling this:

• Are you fully automating reconciliations or still keeping humans in the loop for most cases?
• How do you manage audit trails and approvals at scale?
• Any lessons learned when moving from spreadsheets to a dedicated reconciliation platform?