Monthly vendor reconciliation
The same statement format can run when the next file is in place.
Automations
Schedule a monthly vendor reconciliation, a weekly bank check, or a recurring client workflow. The worker executes the saved recipe. Results become available. Exceptions still need a person. The system does not autonomously approve financial outcomes.
The same job should not depend on someone remembering the click path on the first business day. A schedule plus a worker is how the run starts. Human review is how it finishes.
How it works
Step 1
Mappings, rules, and workflow type are already trusted.
Step 2
Choose the recurring cadence the plan allows.
Step 3
When the job is due and files are available, the worker runs the configuration.
Step 4
Matches and exceptions appear like any other run.
Step 5
A person still reviews and, where required, approves.
What this workflow is designed to do with uploaded files.
The same statement format can run when the next file is in place.
A recurring bank-versus-book job can start without a new map.
Firms can schedule the client recipe they already use.
Automation starts and records a run. It does not approve matches or exceptions.
Every month the Harbor Supplies recipe is scheduled. The worker runs when the statement is uploaded. Fourteen exceptions wait in the queue. Nobody’s approval was recorded by the scheduler.
Sample preview
Automation starts the run. It does not close the books.
Step 1
A saved recipe is attached to a cadence.
Step 2
The job runs with the saved mapping and rules when inputs are available.
Step 3
Exceptions stay in the queue. Automations do not approve financial outcomes.
Automations remove repeated setup. They do not remove responsibility. Financial outcomes still need human review where your workflow requires it.
Continue with the workflows that usually sit next to this one.
No. The system does not autonomously approve financial outcomes. People review exceptions.
The job cannot complete without the inputs. Failed or waiting runs are visible on the dashboard.
Automation depends on plan entitlement. The recipe can still be reused manually on any plan that includes that workflow.
Save a recipe, attach a schedule, and keep exception review with a person.