Use case
Use case3 min readBy The Data Workers Team

Data reconciliation, run by agents

Bank, subledger, billing and GL data are matched by hand, and breaks pile up until close. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Bank, subledger, billing and GL data are matched by hand, and breaks pile up until close.
  • •What changes. Agents match every source on every load and trace each break to the record, rule or file behind it.
  • •What stays with your people. Write-offs and adjustments: they hit the P&L.
  • •The result. Breaks are cleared the day they appear.

The problem today

Bank, subledger, billing and GL data are matched by hand, and breaks pile up until close.

What changes with Data Workers

Agents match every source on every load and trace each break to the record, rule or file behind it.

The workflow: Connectors agent (get_connector_status) → Quality Monitoring agent (run_quality_check) → Incident Debugging agent (get_root_cause) → Autonomous Data-Conductor (request_governance_review).
Fig. 1:The workflow: Connectors agent (get_connector_status) → Quality Monitoring agent (run_quality_check) → Incident Debugging agent (get_root_cause) → Autonomous Data-Conductor (request_governance_review).

The workflow, step by step

  1. 1.The Connectors agent calls get_connector_status and lands bank, billing and subledger data.
  2. 2.The Quality Monitoring agent calls run_quality_check and matches records.
  3. 3.The Incident Debugging agent calls get_root_cause and traces breaks.
  4. 4.The Autonomous Data-Conductor calls request_governance_review and routes unresolved breaks.

The impact metrics we move

  • •Daily match: from about a day to 8-15 min
  • •Break traced: from about 2 days to under 1 h
  • •Unmatched backlog cleared: from about 2 weeks to 8 h
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Matching runs on every load, so breaks never pile up.
  • •Each break is traced to its cause, so fixes happen at the source.

Where your people stay in charge

Write-offs and adjustments always go to a named approver, because they hit the P&L. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Bank-to-GL matching for one entity.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Daily match: from about a day to 8-15 min
  • •Break traced: from about 2 days to under 1 h
  • •Unmatched backlog cleared: from about 2 weeks to 8 h
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The finance and accounting page · The full team playbook

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