Reconciliation

Use the reconciliation to create a structured reconciliation record with visible ownership, status, evidence references and uncertainty. Preparation and editing are free.

Free browser tool

Edit, save, inspect results, and download or restore raw backups without payment.

$9.99 tool export

One finalized ZIP for this tool. No subscription. Checkout remains closed until every release control passes.

Opening this browser’s workspace.

What is the reconciliation?

The reconciliation is a free reconciler for data-quality utilities. It keeps the supported facts, owner, status, evidence references and uncertainty together for review.

Use the working area above to create, inspect, edit and delete records. Download a backup whenever you need a separate copy.

Before you start

  • Decide the internal purpose of the reconciliation.
  • Identify who owns the record and can review the required fields.
  • Keep source documents and confidential files in the organization’s approved systems.

Why use this tool?

  • Keep record title, owner, status in one reviewable record.
  • Use the supported reconciliation operation without uploading customer files to our servers.
  • Prepare pdf review, docx working record, xlsx records from the maintained record.

What should you record?

FieldWhat to recordRequired
Record titleThe record title for this record.Yes
OwnerThe owner for this record.Yes
StatusThe status for this record.Yes
Customer-defined review monthThe customer-defined review month for this record.No
Evidence notesWrite a reference or note. Files, filenames and extracted content stay in this browser.No
Notes and uncertaintyThe notes and uncertainty for this record.No
Primary datasetThe primary dataset for this record.Yes
Primary match columnThe primary match column for this record.Yes
Comparison datasetThe comparison dataset for this record.Yes
Comparison match columnThe comparison match column for this record.Yes
Matching ruleThe matching rule for this record.Yes

How does it work?

  1. 1
    Start a record

    Add record title, owner, status and mark unknown facts instead of guessing.

  2. 2
    Review the working result

    Inspect the reconciliation result and resolve any visible input errors.

  3. 3
    Save and maintain it

    Keep the browser copy current, assign an owner and use your own review date.

  4. 4
    Back it up

    Download the available backup or family pack before clearing browser data or changing devices.

What can you produce?

  • PDF review
  • DOCX working record
  • XLSX records
  • JSON backup
  • source/version manifest
  • derived CSV dataset

The paid tool export contains only this tool’s records. An incomplete record never proves compliance.

Where does the information go?

Approved structured answers

Record title Owner Status Customer-defined review month Evidence notes Notes and uncertainty

Sensitive working material

Primary dataset, Primary match column, Comparison dataset, Comparison match column, Matching rule stay in this browser.

Files and generated evidence

This tool does not require file uploads.

Common questions

What should I put in the reconciliation?

Start with record title, owner, status, primary dataset. Record known facts, name the owner and mark uncertainty rather than guessing.

What does the reconciliation produce?

The tool maintains the working record in this browser and supports these outputs. PDF review, DOCX working record, XLSX records, JSON backup, source/version manifest, derived CSV dataset.

Can the reconciliation decide compliance?

No. Administrative records only. Entries do not determine legal applicability, mandatory retention, statutory deadlines or compliance.

How should I maintain the reconciliation?

Review it when facts change, keep the owner current and download backups before clearing browser data or changing devices.

Can I edit or delete reconciliation records?

Yes. Editing, filtering, deletion and browser backups remain available without payment.

Common searches

These are recognized names and task phrases for this tool. Search uses them locally in this browser.

  • Reconciliation
  • data quality
  • spreadsheet checks
  • compare records
  • Record title
Show 3 more search terms
  • Owner
  • Status
  • Customer-defined review month

What this tool does not decide

Administrative records only. Entries do not determine legal applicability, mandatory retention, statutory deadlines or compliance.

Read our source methodology