Balance confirmation generator

We automate the creation and distribution of balance confirmations to ensure seamless financial reporting. Automated verification minimizes errors and speeds up reconciliation processes.

Turn audit chaos into a smooth, predictable process

For many finance teams, balance confirmations are the part of the audit they dread most. The emails, the letter templates, the endless copy-pasting of figures and then the back-and-forth when a recipient finds a discrepancy or requests clarification. Our solution automatically prepares, sends, and tracks confirmations so you can close audits faster, with fewer errors and less stress.

The audit scramble before automation

It’s audit season. Your finance manager is buried in spreadsheets, pulling balances from multiple systems, trying to make sure every number matches.

Someone forgets to use the latest ledger version… one letter goes out with outdated figures.
Half the confirmations are sent by email, the other half by post… there’s no centralized record.
When responses come back, they’re scattered across inboxes, making it easy to miss a disputed balance until it’s too late.

By the time everything is gathered, reconciled, and approved, the audit has already dragged on longer than planned.

The features that matter most

Connects to SAP, Oracle NetSuite, Microsoft Dynamics, and more. So data is always current and requires no duplicate entry.

Send confirmations via encrypted email, secure download links, or directly through partner portals.

The system automatically compares returned confirmations with your records, highlighting any differences for review.

Every communication is stored securely for future audits or compliance checks.

What could go wrong without it?

Sending outdated balances by mistake
Missing a disputed amount until the final audit stage
Failing to contact every necessary party
Losing track of who has and hasn’t responded
Spending thousands in staff hours on purely administrative work

With automation: order from the start

The bot pulls the latest balances directly from your ERP or accounting system, ensuring accuracy from the very start.

Professionally designed, branded templates are populated automatically, no manual layout work.

Dozens or hundreds of confirmations can be sent at once, via secure email or customer/supplier portals.

Every sent confirmation and every incoming reply is logged in one place.

Any discrepancies are flagged immediately, so you can act before they become issues.

Replies are collected through encrypted channels, ensuring data integrity and preventing unauthorized access.

A real-world transformation

A European logistics company faced annual audits that routinely took 3-4 weeks to finalize, largely due to delayed and inconsistent balance confirmations.

After implementing our solution, the finance team cut this stage of the audit from 12 working days to just 2.

Also, thanks to this change, achieving a 100% on-time response rate from their largest suppliers.