@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@Retool + AI: Automating Manual Reconciliation in Finance One of the biggest time drains in finance

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Widle Studio LLP

• Feb 3

@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.

AI Automation Retool internaltool

Martin Petrov

• Mar 10

🚀 Tired of manually checking emails, pulling PDF data, and updating spreadsheets? I'll build you a fully automated Python pipeline that handles it all — so you don't have to

🧠 What the automation does:

Monitors your Gmail for new invoice emails automatically

Extracts totals, dates, and vendor info from PDF attachments

Auto-fills your master Excel tracker — no copy-pasting

Runs on a daily schedule and notifies your team when done👍

automation Python AI Automation Business Workflow Automation Claude Visual Studio Code

Martin Petrov

• Mar 10

Appointment Booking — Fully Automated on WhatsApp

Still taking bookings manually over the phone or DMs?

I'll build a WhatsApp bot that handles it all 👇

✅ Clients book directly on WhatsApp ✅ Picks available days & times automatically ✅ Confirms the appointment instantly ✅ Sends a reminder 24h before — zero no-shows

📊 40+ bookings/week • 0 missed appointments

Perfect for salons, barbershops, clinics & any appointment-based business tired of chasing clients back and forth.

AI Automation Business Workflow Automation Python Visual Studio Code