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AI-powered finance automation for recurring finance work

Automate reconciliation, account review, and reporting with simple, reusable workflows built for finance teams.

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Start with one process. Expand across finance as your needs grow.

Turn recurring finance work into reusable workflows

Bring data together

Use files, finance-system outputs, and existing Cointab data.

Automate the process

Apply repeatable logic with AI assistance where useful.

Review with confidence

See the output, investigate differences, and maintain a clear audit trail.

Less repetitive Excel work. More structured finance processes.

Finance automation across key recurring processes

Choose the workflow you need today. Each Cointab product can be used independently and expanded as your finance automation needs grow.

01

Transaction reconciliation

Match transactions across systems and identify exceptions

Reconcile data across ERP and accounting systems, banks, payment providers, marketplaces, vendors, customers, and other sources.

Key capabilities

  • 2-way & 3-way reconciliation
  • Complex matching
  • Exception identification
  • Reusable workflows

Common reconciliation workflows

Bank reconciliationPayment reconciliationVendor reconciliationCustomer reconciliationMarketplace reconciliationIntercompany reconciliation
Explore transaction reconciliation

Also see view solutions and popular reconciliations

02

Account reconciliation

Substantiate GL balances and manage period-end review

Bring Trial Balance accounts, supporting data, reconciling items, review, and certification into one structured workspace.

Key capabilities

  • GL balance substantiation
  • Supporting data
  • Reconciling items
  • Review & certification

Common use cases

Balance sheet reconciliationMonth-end closeAccount substantiationAudit preparation
Explore account reconciliation
03

Reports

Build finance reports once. Run them every period.

Bring together data, prepare it, build the report, and reuse the same reporting logic every period.

Key capabilities

  • Multiple data sources
  • Data preparation
  • Flexible reporting
  • Reusable every period

Examples of reports you can build

Monthly MISP&L analysisBudget vs actualReceivables agingRevenue & cost analysisManagement summary
Explore reports

Built for finance teams

Finance-first

Workflows designed around familiar finance processes and terminology.

Reusable

Configure the workflow once and repeat it across periods.

AI-assisted

Use AI to reduce manual work while keeping outputs transparent and reviewable.

Excel-friendly

Review, share, and archive outputs in the format finance teams already use.

Simple to configure. Easy to review. Ready to repeat.

Start with the finance process you need today

Need to match transactions across systems?

Identify matched transactions, exceptions, and unexplained differences.

Transaction reconciliation

Need to substantiate GL balances?

Bring account support, differences, review, and certification into one workflow.

Account reconciliation

Need to build recurring finance reports?

Turn repeated Excel reporting into reusable reporting workflows.

Reports

Start with one product. Add more as your finance automation needs grow.

Trusted by finance teams across industries

  • Croma logo
  • PharmEasy logo
  • Gameskraft logo
  • Ascott logo
  • Ixigo logo
  • Vibgyor School logo
  • Borosil logo
  • Lotus Herbals logo
  • Swiss Beauty logo
  • Confirmtkt logo
  • The Belgian Waffle Co logo
  • Keventers logo
  • Abhibus logo
  • Newtap logo
  • Bonkers Corner logo
  • FormulaRX logo
  • Recode Studios logo
  • TruNATIV logo
  • Cookie Man logo
  • Allen Community College logo

“Cointab is a great tool. It really made my tasks very easy and systematic. The reconciliation reports are super sorted and we do not even need to do manual checks post reco. Apart from this, it saves lot of time and cost too.”

— Oziva

Simple SaaS pricing across Cointab products

Choose the product and plan that fits your process, team, and scale.

Transaction ReconciliationAccount ReconciliationReports

Transaction reconciliation, account reconciliation, and reports each offer flexible plans for different levels of complexity and usage.

View pricing

Ready to automate recurring finance work?

Start with reconciliation, account reconciliation, or reporting — and expand across finance as your needs grow.

Start freeSchedule guided setup
CointabCointab

AI-powered finance automation for modern finance teams. Automate reconciliation, account close, and reporting with reusable workflows, AI assistance, and audit-ready outputs.

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  • Transaction reconciliation
  • Account reconciliation
  • Reports
Transaction reconciliation
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  • Solutions
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  • Bank reconciliation
  • Payment gateway reconciliation
  • Vendor reconciliation
  • Customer reconciliation

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