Product Documentation

In-depth guides for every feature: dashboard, reconciliations, breaks, matches, AI Copilot, and more.

Understand your home dashboard: KPIs, recent runs, break trends, and AI suggestions.

Create, edit, and version recon definitions that drive your matching logic.

What is a break, how FVI categorizes them, and how to resolve.

Review confirmed matches, manual overrides, and AI-proposed matches awaiting approval.

Chat with the AI Copilot to investigate breaks, summarize runs, and automate workflows.

Upload files, connect databases, configure parsers, and schedule ingestion.

Automate reconciliation runs with cron schedules, market calendars, and event triggers.

Generate PDF, Excel, and CSV reports. Schedule email delivery or download on demand.