Project idea
Agentic AI Reconciliation
Stop paying senior people to match transactions in spreadsheets.
The SMB problem
Most SMBs run reconciliations in Excel because they think enterprise software is out of reach. It is not anymore. Cloud-based AI agents can match bank, credit card, and intercompany transactions automatically, at a price point that makes sense for a $5M to $50M business.
What the consultant fraction-ao places does
fraction-ao places a consultant who selects the right vendor, deploys it, integrates it with QuickBooks, NetSuite, or Sage, and tunes it for your transaction patterns.
What PA&A does
PA&A reviews exceptions and signs off on month-end reconciliations after a thorough review of the consultant work, and ensures audit-ready documentation.
Proof points from real-world deployments
JPMorgan COiN reduced 360,000 hours of annual review to seconds. Siemens SHERPA X achieved 97% reduction in manual tasks. BlackRock Aladdin manages reconciliation at $21.6 trillion scale. Mid-market clients see 70-95% manual effort reduction and 78% plus error reduction with the same methodology, sized for SMBs.
Related insight
AI Reconciliation · 10 min read
Agentic AI Reconciliation: How SMBs Capture Fortune 500 Capability
How agentic AI is eliminating manual reconciliation. Big-firm case studies plus the SMB-sized playbook PA&A and fraction-ao deliver. Free diagnostic inside.
Talk to us about a consultant for this project
Bring us the problem. We will scope the engagement, place the right talent to deliver the right outcomes, and PA&A will review and sign what needs CPA oversight.