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This internal tool helps finance teams manage tables and high-volume transaction data while automating reconciliation between bank transactions and internal records.
🔧 What it includes:
• Complex transaction tables with filtering, inline editing, and collapsible rows
• Transaction analytics dashboards with charts and real-time insights
• Automated reconciliation engine written in JavaScript & Python
• Query optimization and server-side pagination for large datasets
• Scheduled workflows in Retool for daily reconciliation jobs
📊 Impact:
✔ Automated ~90% of transaction reconciliation
✔ Enabled teams to reconcile large datasets in minutes instead of hours
Tech Stack: Retool · Xano · Plaid · JavaScript · Python
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