Automating your reconciliations through RecWise not only streamlines the process but also ensures your team is working at full efficiency. RecWise offers a solid framework and user-friendly interface, simplifying the reconciliation process for various users and ensuring smooth compliance with financial regulations.


Administrators ensure the smooth operation of the reconciliation process. They can create reconciliations, manage the month-end timetable, send notifications and assign user roles.

Power User(s)

Similar to an Administrator, Power Users can load balances for a specific group of accounts and manage limited fields within the application. Useful where business units are dispersed globally and you may want to provide them with the ability to load trial balances as you chase the sun.


Preparers add necessary supporting documents to their assigned reconciliations while ensuring accuracy in the process until completion. Once a reconciliation is ready, Preparers move it forward for review/certification.


If everything is up to the mark, Reviewers will certify the reconciliation. Errors can be managed and sent back to the Preparer quickly for rework. Reviewers can also identify outstanding recs that need to be validated or certified.

If required, your reconciliation process can include an additional level of review by Approvers. They serve as a second layer of quality assurance, ensuring that everything meets the required standards before certifying the reconciliation. Any issues can be flagged and sent back for rework. This is useful for important reconciliations that need a little more certification.

Business Unit CFOs

In businesses where reconciliations are a centralized process, divisional heads or business unit heads can have access to overview reconciliations and provide feedback.

Internal Compliance

The internal compliance team can review reconciliations and verify that policies and procedures are being followed. This proactive approach helps identify and resolve issues before they escalate to external audits.


External auditors can verify reconciliations without interrupting the accounting team. They can review supporting documentation and the reconciliations in one centralized place, speeding up the audit process and potentially saving you audit costs. RecWise also has the ability to show only certain recs to specific auditors, in case your business requires multiple auditors, without disclosing all your information.

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