@Retool + AI: Automating Manual Reconciliation in Finance One of the biggest time drains in finance@Retool + AI: Automating Manual Reconciliation in Finance One of the biggest time drains in finance
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@Retool + AI: Automating Manual Reconciliation in Finance
One of the biggest time drains in finance teams is manual reconciliation — pulling data from multiple systems, matching transactions, investigating mismatches, and chasing approvals.
With Retool + AI automation, we’re solving this by:
📥 Ingesting data from banks, ERPs, and payment providers in real time
🤖 Using AI agents to auto-match transactions and flag anomalies
⚡ Routing exceptions to the right approver with full context
📊 Giving finance teams a live dashboard instead of spreadsheets
Result: faster close cycles, fewer errors, and auditable workflows — without rebuilding core systems.
At @Widle Studio LLP, we help finance teams turn Retool into an AI-powered operations layer. If reconciliation, approvals, or reporting still feel manual, Retool can fix that.
Your Business Doesn't Need More Tools. It Needs Better Systems.
Most businesses don't have a software problem. They have an integration problem.
Their CRM is disconnected from their database. Their spreadsheets require manual updates. Their reports take hours to prepare. Their teams waste valuable time moving information between platforms.
That's where I come in.
I'm a Full-Stack AI Engineer specializing in building connected, intelligent business systems.
What I can build for your business:
CRM & ERP Integrations — Connect business platforms, databases, and third-party services through APIs.
Workflow Automation — Eliminate repetitive processes with intelligent automation.
Custom Dashboards — Turn scattered business data into actionable insights.
Data Pipelines — Build reliable systems for collecting, processing, validating, and synchronizing data.
AI-Powered Solutions — Integrate LLMs, intelligent agents, and automation into existing workflows.
Custom Software — Build complete web applications and business platforms from architecture to deployment.
I've independently developed complex digital platforms, including government-level systems, international applications, and AI-powered products.
My approach is simple:
Understand the business problem. Design the right architecture. Build the complete solution. Make it reliable.
I'm interested in working with founders, agencies, and businesses looking to modernize their operations and build software that actually solves problems.
Have a complex workflow or an integration challenge? Let's build something that works.
When a CRM-to-database sync fails halfway, how do you handle it: idempotent retries, or a reconciliation pass afterward? That's usually where integrations start to drift.
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Resolve: an AI support agent that answers from a company’s own policies, looks up orders, and escalates weak matches to a human instead of guessing. A human approves replies before they go out.
For the human approval step, I'd show the exact policy passage and its effective date beside the draft. Does Resolve flag a reply for re-review if the policy changes while it waits for approval?