Reconcilify

Revenue

$42,500

Match Rate

99.8%

Exceptions

3 Pending

All systems go

Read-Only Demo Environment

This is a read-only demo with sample data only. In production, we connect the same way your bank, EMR, and POS already do—with secure, read-only API access.

✓

HIPAA Aligned

Secure data handling practices

✓

Read-Only Access

No modifications to your systems

✓

SOC 2 Ready

Enterprise-grade security (Q2 2026)

Demo Mode · Sample Data Only

This guided walkthrough shows Sam’s story with curated data.

Meet Sam: The Demo Patient

Finding Sam's $3,000

This is Sam’s story. It’s probably your story too. Sam Johnson owns Botox Bliss MedSpa. Expected $150,000 last month, deposited $147,000 — missing $3,000. Here’s where the money slipped and how we get it back.

Where did it go?

Processor fee discrepancy: $15
Loyalty reward delay: $892
Split payment mismatch: $861
And 4 more exceptions (total $3,000)

How Reconcilify helps

Riley AI finds discrepancies automatically
You review & approve (takes ~20 minutes)
Your bookkeeper gets reconciled books
You get your $3,000 back

Watch One Visit Flow Through Systems

Sarah Johnson's $500 Botox visit is one of Sam's exceptions. Follow it through Appointments → Payments → Rewards → Financing → Bank and see why a $15 processor fee becomes an exception.

Journey Tracker

Following: Sarah Johnson's $500 Botox visit (12/15/2024)

One concrete visit flowing through Appointments → Payments → Rewards → Financing → Bank with consistent identifiers.

View in Exceptions: review this visit in the exceptions queue · View Details: see the full system timeline · Share Journey: copy a link to send

Timing gaps: Appointments → Payments (5 min) · Payments → Rewards (1 min) · Rewards → Financing (1 min) · Financing → Bank (18 hr)

Longer bank posting delays can create timing mismatches in reconciliation.

Expected $500.00 · Deposited $485.00 · Variance $15.00

Status: EXCEPTION OPEN

Preview · Step 0 of 5

Start Step 1 with sample data (no uploads required). You can switch to manual uploads later if you want.

Demo progress begins after you start Step 1.

Preview · Step 0 of 5 (Demo)

Not started yet

1. Import Your Data

2. AI Auto-Matches Data

3. Review Exceptions

4. Resolve & Protect Revenue

5. See ROI Snapshot

Reconcilify

Revenue

$42,500

Match Rate

99.8%

Exceptions

3 Pending

All systems go

Read-Only Demo Environment

This is a read-only demo with sample data only. In production, we connect the same way your bank, EMR, and POS already do—with secure, read-only API access.

✓

HIPAA Aligned

Secure data handling practices

✓

Read-Only Access

No modifications to your systems

✓

SOC 2 Ready

Enterprise-grade security (Q2 2026)

Demo Mode · Sample Data Only

This guided walkthrough shows Sam’s story with curated data.

Meet Sam: The Demo Patient

Finding Sam's $3,000

Where did it go?

Processor fee discrepancy: $15
Loyalty reward delay: $892
Split payment mismatch: $861
And 4 more exceptions (total $3,000)

How Reconcilify helps

Riley AI finds discrepancies automatically
You review & approve (takes ~20 minutes)
Your bookkeeper gets reconciled books
You get your $3,000 back

Watch One Visit Flow Through Systems

Sarah Johnson's $500 Botox visit is one of Sam's exceptions. Follow it through Appointments → Payments → Rewards → Financing → Bank and see why a $15 processor fee becomes an exception.

Journey Tracker

Following: Sarah Johnson's $500 Botox visit (12/15/2024)

One concrete visit flowing through Appointments → Payments → Rewards → Financing → Bank with consistent identifiers.

View in Exceptions: review this visit in the exceptions queue · View Details: see the full system timeline · Share Journey: copy a link to send

Timing gaps: Appointments → Payments (5 min) · Payments → Rewards (1 min) · Rewards → Financing (1 min) · Financing → Bank (18 hr)

Longer bank posting delays can create timing mismatches in reconciliation.

Expected $500.00 · Deposited $485.00 · Variance $15.00

Status: EXCEPTION OPEN

Preview · Step 0 of 5

Start Step 1 with sample data (no uploads required). You can switch to manual uploads later if you want.

Demo progress begins after you start Step 1.

Preview · Step 0 of 5 (Demo)

Not started yet

1. Import Your Data

2. AI Auto-Matches Data

3. Review Exceptions

4. Resolve & Protect Revenue

5. See ROI Snapshot

Reconcilify

Revenue

$42,500

Match Rate

99.8%

Exceptions

3 Pending

All systems go

Read-Only Demo Environment

This is a read-only demo with sample data only. In production, we connect the same way your bank, EMR, and POS already do—with secure, read-only API access.

✓

HIPAA Aligned

Secure data handling practices

✓

Read-Only Access

No modifications to your systems

✓

SOC 2 Ready

Enterprise-grade security (Q2 2026)

Demo Mode · Sample Data Only

This guided walkthrough shows Sam’s story with curated data.

Meet Sam: The Demo Patient

Finding Sam's $3,000

Where did it go?

Processor fee discrepancy: $15
Loyalty reward delay: $892
Split payment mismatch: $861
And 4 more exceptions (total $3,000)

How Reconcilify helps

Riley AI finds discrepancies automatically
You review & approve (takes ~20 minutes)
Your bookkeeper gets reconciled books
You get your $3,000 back

Watch One Visit Flow Through Systems

Sarah Johnson's $500 Botox visit is one of Sam's exceptions. Follow it through Appointments → Payments → Rewards → Financing → Bank and see why a $15 processor fee becomes an exception.

Journey Tracker

Following: Sarah Johnson's $500 Botox visit (12/15/2024)

One concrete visit flowing through Appointments → Payments → Rewards → Financing → Bank with consistent identifiers.

View in Exceptions: review this visit in the exceptions queue · View Details: see the full system timeline · Share Journey: copy a link to send

Timing gaps: Appointments → Payments (5 min) · Payments → Rewards (1 min) · Rewards → Financing (1 min) · Financing → Bank (18 hr)

Longer bank posting delays can create timing mismatches in reconciliation.

Expected $500.00 · Deposited $485.00 · Variance $15.00

Status: EXCEPTION OPEN

Preview · Step 0 of 5

Start Step 1 with sample data (no uploads required). You can switch to manual uploads later if you want.

Demo progress begins after you start Step 1.

Preview · Step 0 of 5 (Demo)

Not started yet

1. Import Your Data

2. AI Auto-Matches Data

3. Review Exceptions

4. Resolve & Protect Revenue

5. See ROI Snapshot