Many vendor statements
Apply the same vendor recipe across a statement set.
Bulk processing
Month-end is often 30 vendor statements, several clients, or a folder of entity files. Bulk processing queues those workflows so you are not repeating the same mapping click path for each one.
The cost of reconciliation is often repetition: the same recipe, many files. Doing them one UI path at a time is how close night stretches. A queue is the practical answer.
How it works
Step 1
Mappings and rules already exist from a prior good run.
Step 2
Add many pairs or a batch of the same workflow type.
Step 3
Each item runs with the saved configuration.
Step 4
Open the batches that produced exceptions or failures.
What this workflow is designed to do with uploaded files.
Apply the same vendor recipe across a statement set.
Firms can queue client workspaces instead of re-entering maps.
The same folder of file types can be processed as a batch.
Queue items instead of keeping a dozen tabs open. Limits follow the live product configuration, not this page.
A firm has 30 vendor statements in the same format. The vendor recipe is applied to the batch. Fifteen finish clean. Fifteen have exception queues. The analyst opens those fifteen — not all thirty from scratch.
Sample preview
Fictional clients and vendors. Not live jobs.
Vendor statements
No open exceptions
Exception queue open
File could not be read
Bulk processing is how a recipe earns its keep. This page does not publish numeric file-size or row-count limits; those can change in product configuration and should be read from the live workspace, not from marketing copy.
Continue with the workflows that usually sit next to this one.
Limits are enforced in the product and can change. This page does not hardcode them so marketing copy cannot drift from the live configuration.
No. Each run still produces matches and exceptions. Bulk only queues the work.
Queue items that share a recipe or workflow type. Different workflows stay separate runs.
Save a recipe, then process many files without repeating setup.