One platform for every reconciliation

Match records from your files and systems, give every difference a reason or an owner, and take the month-end close to sign-off, with approvals and an audit trail.

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Connects to

  • Tally
  • Zoho Books
  • QuickBooks
  • Xero
  • SAP
  • NetSuite
  • Excel

Live in days. See what it saves.

  1. Day 1

    First reconciliation

    From two files and a ready-made template, with results to review the same day.

  2. Week 1

    Running on its own

    Data sources connected, runs on a schedule, breaks assigned with owners and due dates.

  3. Month 1

    Close signed off

    Accounts certified, journals approved by a second person, every step in the audit log.

Your numbers

Hours saved a month
533
Saved a year
₹38,40,000

An estimate from your numbers: records matched by rules no longer take anyone's time. Breaks still need a person, and that time is not counted.

Talk to us about your case

Products

Start from a built-in template, map your own columns, and change anything that does not fit.

  • Bank reconciliation

    Bank statement against cash book

    By reference, then amount and date, then batched deposits and split payments. Ends with a bank reconciliation statement.

  • Vendor reconciliation

    Vendor statement against purchase ledger

    Invoices and credit notes by document number, one payment against several invoices, and a balance per supplier.

  • GST reconciliation

    GSTR-2B against purchase register

    By supplier GSTIN and invoice number, comparing taxable value, IGST, CGST, SGST and cess. Shows credit at risk and invoices not yet booked.

    GST reconciliation guide

  • Payment reconciliation

    Orders, gateway, bank and ledger

    Each order traced to its gateway payment, the gateway's payout to the bank credit, and the bank credit to the ledger.

  • Intercompany reconciliation

    Receivable against payable

    One entity's receivable against the other's payable, opposite in sign, matched within each currency and entity pair.

  • Month-end close

    Ledger against supporting balances

    Certify each balance sheet account with a preparer, reviewer and approver, work the checklist, and post approved journals to your ledger.

    Month-end close guide

Also built in

TDS: Form 26AS against books, Payroll against salary payments, Corporate cards against expense claims, Customer receipts against open invoices, Sub-ledger against general ledger, Three-way match: PO, goods receipt, invoice, Stock ledger against physical count, Trades: front office against back office.

All templates

What changes when reconciliation leaves Excel

  • In Excel: A lookup breaks when someone moves a column

    In RefinePoint: Matching rules are versioned sentences anyone can read

  • In Excel: Anyone can overwrite a cell, and nobody knows

    In RefinePoint: Every change is logged: who, when and what

  • In Excel: Last month's open items live in someone's head

    In RefinePoint: Breaks carry from run to run until they clear

  • In Excel: Sign-off is an email

    In RefinePoint: Preparer, reviewer and approver are on the record

Your whole month-end in one place

  1. Rules your team can read

    Multi-pass matching across one to four sides, with tolerances, similar names and one record against several.

    narration contains 'SMS' and amount is less than 500

    Writing rules

Try it on your own files before you talk to us

Compare two CSV files in your browser. No account, and the files stay on your computer.

Try it with your files

Works with the systems you already use

Accounting

  • Tally Prime and ERP 9
  • Xero
  • QuickBooks Online
  • Zoho Books

ERP and databases

  • SAP, Dynamics and NetSuite (OData)
  • PostgreSQL, MySQL, SQL Server
  • BigQuery
  • Snowflake

Files and statements

  • CSV and Excel
  • MT940, CAMT.053 and OFX
  • PDFs and photos of statements
  • SFTP and FTP folders

Cloud storage

  • Google Drive and Google Sheets
  • OneDrive and SharePoint
  • Airtable
All connections

The controls your auditors ask about

  • Single sign-on

    SAML and OpenID Connect with Okta, Microsoft Entra ID and Google Workspace. Two-step sign-in with authenticator apps and passkeys.

  • Role-based access

    Owner, admin, member, viewer and roles of your own, with access set per reconciliation.

  • Audit log

    Who changed what, and when. Nobody can edit or delete it.

  • Segregation of duties

    With four-eyes approval, whoever changes a reconciliation or prepares a journal cannot approve it.

  • Encryption

    TLS in transit. Connection credentials and secrets encrypted with AES-256-GCM, and database backups encrypted.

  • AI under your control

    AI drafts and suggests; a person decides. Row values are shared only if an admin allows it.

App servers and databases run on Oracle Cloud in Phoenix, USA. Files and encrypted backups are on Microsoft Azure in the Netherlands.

Every provider we use

See it on your own reconciliations

Tell us what you reconcile, where the data comes from and who signs off. We will show you how it would run in RefinePoint.

  • A walkthrough on sample data shaped like yours
  • Answers on security, access and where data is kept
  • A plan for your first reconciliations
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