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Automated Accounts Statement Reconciliation Services

Statement Reconciliation

If your finance team is overloaded with work and you’re looking for an automated approach for your monthly accounts statement reconciliation, consider using Cleardata’s automated reconciliation services.

Statement Reconciliation Services

Our automated statement reconciliation services use the latest robotic process automation (RPA technology) to perform and execute this task in a quick and efficient manner every single time. Cleardata’s cloud-based software robots provide a reliable digital workforce that works 24/7 to provide accounts statement reconciliation data that is ready for your team to action. 

They can complete the lengthy, laborious data validation jobs that nobody else wants to do, virtually working alongside your team to save valuable time as well as allowing them to focus on other key finance tasks that are more value-added. Tasks are performed in a logical, consistent manner, and a full audit trail is available should you need it. 

If you would like further information about our statement reconciliation services, give us a call today on 0800 046 8081.


Our Statement Reconciliation Process

Our statement reconciliation service compares two sets of finance-related records to ensure they match. It’s also designed to identify issues and provide clients with the information needed to resolve any discrepancies found, but how is this done at Cleardata?

Our team will work with you to identify your existing statement reconciliation process and support you to map out your automation requirements.
Our RPA consultants set up robots to perform in a way that meets your requirements, with the ability to do two- or three-way matching.
Statements are compared against the ledger and other data feeds when required, reducing manual tasks that are normally carried out by your staff
Data will then be validated in line with your organisation's rules.
Once matched, robots can provide a spreadsheet containing detailed exceptions, including information such as phone numbers, invoice amounts, supplier name etc.
The spreadsheet containing your reconciled data will be shared with your finance team so that action can be taken, with reconciliation codes indicating status and actions to be taken, such as MAI, MIE, FAR and more.

  • The automation project has been a great success, automating around 80% of the process and providing a £20k per annum saving.

    HR Manager, East Midlands Railway

  • I've been really impressed by the services offered by Cleardata and their team has been a dream to work with.

    Supporter Care Manager, Asthma + Lung UK

Automated Statement Reconciliation

There are many benefits associated with statement reconciliation services from Cleardata, including:

  • Effective Error Detection

    Reconciliation spots errors like incorrect amounts, misplaced decimal points and even duplicated transactions.

  • Fraud Prevention & Detection

    Statement reconciliation reveals unusual or unauthorised transactions. Not only does this detect fraud, but it can also prevent it by prompting early action

  • Improved Cash Flow Management

    Reconciliation provides a clear picture of a business’s cash flow, preventing overdrafts and optimising liquidity

  • Audit Readiness and Compliance

    Well-maintained and reconciled accounts make the auditing process smoother, as well as making compliance with regulations more straightforward.

  • Enhance Supplier Relationships

    Statement reconciliation ensures accurate and up-to-date financial records that improve communications, payment processes and trustworthiness.

Accredited and Trusted
AI Powered Automated Document Processing Services from Cleardata

Why Choose Cleardata?

There are multiple reasons as to why you should choose Cleardata for automated statement reconciliation:-

  • Experience - We have a wealth of industry experience to draw upon, enabling us to deliver expert, bespoke solutions to meet your needs.

  • Accredited - We’re self-certified for PCI compliance, and accredited for Legal Admissibility of Electronic Information, Cyber Essentials Plus, Information Security and Quality Management Systems.

  • Security - Our facility is safe and secure, equipped with the latest technology to safeguard your information throughout its lifecycle, even upon destruction.

  • IT Infrastructure - Secure Microsoft Azure Hosting

  • Customer Service - We’re proud to deliver unrivalled customer service when you choose us for statement reconciliation.

Trusted by 10,000+ Companies

Contact our team to discuss your requirements

For further details call 0800 046 8081 today or contact us!

Strategic Technology Providers

At Cleardata, we work alongside some of the world’s leading technology specialists to deliver intelligent automation at scale. Our technology providers include Tungsten Automation (formerly Kofax) , Microsoft, and UiPath which give us access to best-in-class platforms for document intelligence, cloud automation, and robotic process automation.

By combining deep knowledge across many sectors with cutting-edge technologies, we help clients streamline operations, improve accuracy, and unlock measurable ROI.

We remain platform-neutral, focused on aligning the right technology with your specific goals. Whether it’s low-code automation, AI-powered document processing, or scalable cloud-based solutions, our team is here to guide you with clarity and confidence.

Cleardata has invested in IT infrastructure and cyber security

This ensures robust protection for client data and seamless service delivery. Our security framework is built on best-in-class technologies and independently verified standards, including:

  • Cyber Essentials and Cyber Essentials Plus certifications.

  • Securing a locked server room.

  • Microsoft Azure Data Centre.

  • Crowdstrike for endpoint detection and response.

  • External SEIM solution managed by Netitude, a UK-based Security Operations Centre (SOC). 

  • Privileged Access Management (PAM) solution to enhance our security measures.

Case Studies

Read our case studies to find out more...

Need some more info?

Read our frequently ask questions, or contact our team on 0800 046 8081.

AI enhances accuracy and efficiency by automatically reading, classifying, and extracting data from complex, unstructured documents — eliminating manual data entry, reducing errors, and speeding up processing times.
Simply contact us to arrange a discovery call. We’ll explore your needs, recommend the right solutions, and provide a roadmap for implementation tailored to your business.
Yes. We provide comprehensive onboarding, training, and ongoing support to ensure your team is confident using the automated systems and you’re getting maximum value from your investment.
No. Our goal is to use AI and automation to augment your teams, not replace them — freeing up staff from repetitive tasks so they can focus on higher-value, customer-focused or analytical work.
Key benefits include faster processing times, reduced manual effort, improved data accuracy, enhanced compliance, better audit trails, and the ability to scale operations without proportionally increasing headcount.
We help automate document-driven processes such as inbound mail handling, invoice management, email processing, staff or client onboarding, and complex workflows. Our solutions can be tailored to your sector-specific needs, whether you’re in legal, financial services, healthcare, or manufacturing.

What we do

We offer physical and digital document services and solutions with AI powered processing including:-

Get started with Automated Statement Reconciliation!

Contact our team on 0800 046 8081 or click below to contact us.