Streamline Financial Data with Automated Reconciliation ToolsStreamline Financial Data with Automated Reconciliation Tools
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Snehal Parate
pro
• Mar 10
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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PostgreSQLRetoolXano
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