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Solution · Banking & Financial Services

When Two Sources Should Agree — Prove It.

Compare documents with documents, documents with systems, and systems with systems. Tech Tammina Comparison & Reconciliation finds every mismatch, explains it and tracks it to resolution.

Every breakfound, explained and tracked to resolutionDocuments • Spreadsheets • Systems
Quick answer

What Is Automated Comparison and Reconciliation?

Automated reconciliation uses AI and rules to match records across documents, spreadsheets and systems, identify differences and route exceptions for resolution. Tech Tammina’s solution standardizes data from different sources, applies matching logic and tolerances, and keeps an audit trail of every match, break and correction.

Why Mismatches Hide Between Systems

Statements don’t match ledgers. Schedules don’t match policies. Migrated data doesn’t match the source. Teams export to spreadsheets and compare by hand — every month, every renewal, every audit.

01

Statements vs ledgers

Figures that should agree rarely do.

02

Schedules vs policies

Lists drift apart between documents.

03

Migrated data

Target data doesn’t match the source.

04

Spreadsheet checks

Manual comparison every month, renewal and audit.

How it works

How Automated Reconciliation Works

Connect→Normalize→Match→Detect→Explain→Resolve→Record
01

Connect

Pull data from documents, files, databases and APIs.

02

Normalize

Standardize names, codes, dates, amounts and identifiers.

03

Match

Apply exact, fuzzy and rule-based matching with tolerances.

04

Detect

Find missing, extra and changed records.

05

Explain

Show why each item matched or broke, with evidence.

06

Resolve

Assign breaks, track actions and approve corrections.

07

Record

Keep the full history for audit and reporting.

Reconciliation Use Cases by Function

Area
Examples
Insurance
Commission and carrier statements, direct-bill, schedules vs policies
Finance
Bank, vendor and intercompany reconciliations
Operations
Orders vs invoices, inventory vs records
Data programs
Data migration validation, system-to-system checks
Compliance
Registered vs operational data, contract vs delivery
Outcomes

What You Can Measure

Measure

Reconciliation cycle time

Measure

Unresolved breaks and their age

Measure

Manual matching effort

Measure

Audit findings

FAQ

Comparison & Reconciliation FAQs

Straight answers to the questions buyers ask most.

What Is Automated Comparison and Reconciliation?

Automated reconciliation uses AI and rules to match records across documents, spreadsheets and systems, identify differences and route exceptions for resolution. Tech Tammina’s solution standardizes data from different sources, applies matching logic and tolerances, and keeps an audit trail of every match, break and correction.

Can it compare a PDF with data in our system?

Yes. Document intelligence extracts the PDF data so it can be matched with system records.

What if names or IDs don’t match exactly?

Fuzzy matching links similar records using scoring rules, and uncertain matches go to a person for review.

Can it validate a data migration?

Yes. It compares source and target data and reports every difference.

Is there an audit trail?

Yes. Every match, break and correction is recorded.

Let's talk

See Comparison & Reconciliation working on your documents.

Book a working session with our team. Bring real samples — we will show you the flow, the controls and the outcomes you can measure.