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What is Revenue Reconciliation?

What is Revenue Reconciliation?

This is a robust solution built on the VAL data platform, designed to streamline and automate the reconciliation process.

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Written by Val Think
Updated over 2 weeks ago

The Revenue Reconciliation Package is a robust solution built on the VAL data platform, designed to streamline and automate the reconciliation process between Point of Sale (POS) systems, third-party ordering or payment vendors, and bank records. Tailored for businesses in the Food & Beverage (F&B) and Retail industries, this package reduces manual effort, ensures accuracy, and provides clear insights into revenue discrepancies.

Weh ave reconciliation for both no-cash and cash.

Key Features

  1. Comprehensive Reconciliation

    • Automatically matches and identify sales and payments breaks between POS systems, third-party platforms (e.g., delivery apps, payment gateways), and bank statements at a entity, outlet, payment method and day level.

  2. Automated Data Matching

    • Leverages intelligent matching algorithms to reconcile data accurately across multiple systems.

    • Handles complex scenarios, including partial payments, refunds, and adjustments.

  3. Exception Reporting

    • Generates detailed reports highlighting discrepancies.

    • Provides actionable insights to quickly resolve issues.

  4. Recon Tracking and Adjustments

    • Track reconciliation by providing capturing justification of breaks and action taken.

    • Enter adjustments to clear the break while reconciling.

  5. Audit Trail and Compliance

    1. Maintains a complete log of reconciliations and adjustments for audit and compliance purposes.

    2. Ensures transparency and accountability across financial processes.

  6. Scalable and Multi-Integration Support

    • Accommodates multiple POS systems, payment vendors, and bank accounts.

    • Scales to support businesses with multiple outlets and complex integrations.

Benefits

  • Increased Efficiency: Automates reconciliation tasks, reducing manual effort and errors.

  • Improved Accuracy: Ensures consistent and reliable revenue reporting by resolving mismatches.

  • Enhanced Visibility: Provides a centralized view of revenue streams across platforms.

  • Cost Savings: Minimizes financial losses due to missed transactions or reconciliation delays.

Use Cases

  1. POS to Third-Party Ordering Reconciliation:

    • Matches POS transaction data with third-party ordering platforms like food delivery apps.

    • Attribute discrepancies due to disputes, discounts and others.

  2. Payment Gateway to Bank Reconciliation:

    • Reconciles payments processed via third-party gateways with deposits into bank accounts.

    • Identifies and resolves issues with settlement delays or incorrect fees.

  3. End-to-End Revenue Tracking:

    • Tracks revenue from the point of sale to the bank, ensuring no loss or misallocation.

  4. Refund and Adjustment Management:

    • Reconciles refunds and payment adjustments across all systems for accurate reporting.

Integration with VAL Data Platform

Built on the VAL platform, the Revenue Reconciliation Package ensures:

  • Seamless integration with POS, third-party vendors, and banking systems.

  • Automated data cleaning and transformation for reconciliation-ready datasets.

  • Real-time updates for reconciliation accuracy and timeliness.

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