Sales reconciliation
Bring sales movements into a shared record, apply reviewed finance rules and publish a versioned result. Reports and exports keep the period, included channels and rule version attached.
Stores
Corrections traced
Matching export
Do online and store sales reconcile?
Context
Approved finance rules, corrections and the channels included in each report.
Information it readsCommerce movements, accounting inputs, approved corrections and finance rules
AI agent
Check sales records against the finance rules, keeping the dates, channels and report version together.
Finance AI agentThis example shows an agent's role, not an unattended workflow.
Result
A checked sales publication, channel breakdowns and exports tied to the same version.
Follow the example
What needs a person
Finance approves rule changes and corrections. The current reporting view excludes wholesale; its subtotal is not the full company total.
Checks & limits
Reviewed
Functionality and use checked
The managed release is current and the daily publication is validated through the previous day. Recent finance corrections were applied and checked without duplicating movements or changing other channels.
Scope
Sales reporting and reconciliation, not a certified P&L. The current interface and its exports exclude wholesale; the complete underlying publication has a separate scope.
Evidence remains private.
Method & documentation
Finance uses versioned rules and an evidence-backed correction register. Original movements and earlier publications remain available. A daily run publishes a validated result; downstream reports can refer to that same version rather than silently recalculating it.
The documentation shares the method, not the private application's source code.
Read the method ↗