How do you manage reconciliation ownership when teams rotate or restructure?

[emilycarter98]

Our finance org has gone through multiple restructures in the last year. Ownership of accounts changes, people rotate roles, and reconciliations get handed over. The knowledge of “why this account always breaks” often lives in people’s heads.

We’re seeing:

• Re-learning the same exceptions every time roles change
  
  
• Delays when a new owner takes over an account
  
  
• Lost context on historical reconciliation decisions
  
  
• Increased dependency on informal handovers
  

We’re considering centralizing reconciliation logic and documentation using an account reconciliation software so that context, exception logic, and historical decisions persist even when team ownership changes.

How do others handle reconciliation continuity?

• Do you document exception logic formally?
  
  
• How do you transfer reconciliation knowledge during team changes?
  

What systems helped reduce dependency on individuals?