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Operational Briefing
Morning Update
Active Session
Riley
Good morning. I've processed today's reconciliation batch — 3 items need your review. Two are timing gaps from Stripe's UTC offset, one is a missing Allē reimbursement claim.
You
Which loyalty claim is missing?
Riley
Invoice #4471 — Sarah Chen's Botox treatment on Mar 1st. The $40 Allē discount was applied in Zenoti but the redemption wasn't submitted in the portal. Want me to flag it for the front desk?
Why does this have low confidence?
Show me similar past transactions
What evidence is missing?
Is this a duplicate?
Today's Reconciliation
125 of 140 resolved89%
Staged
11
Flagged
4
Resolved
125
Riley auto-resolved 125 transactions totaling $4,574.00 Saved ~6h 30m
Needs Review
Unlinked Deposit — $1,200
2w ago
Vendor$1,200.00
Needs Review28%
Two Identical $350 — Confirmed Duplicate
2w ago
Duplicate$350.00
Needs Review38%
Expired Allé Points Attempt
2w ago
Policy$200.00
Needs Review35%
$75 Short — No Matching Adjustment
2w ago
Amount$75.00
Needs Review42%
Needs Review 4
Suggested 11
Approved
Reconciled 8
99%
Stripe — Visa •4242 · Botox Session
$485.00
96%
Allē Reimb — ALLE-2024-9921
$40.00
84%
CareCredit — MR Laser Treatment
$2,040.00
Exception Queue
Workbench
Riley flagged 12 transactions needing your review today
3 Unresolved
4 flagged
$1,475 exposure
94% auto-matched
All
Amount 1
Duplicate 1
Vendor 1
Policy 1
Date
Ref
Transaction Details
Amount
Feb 12, 2026
2w ago
REC-0148
$75 Short — No Matching Adjustment
ZenotiBankBatch2 legs
$75.00
REC-0148 Allē Reimbursement Short Feb 12, 2026 · Zenoti Batch #4471
Expected
$967.00
→
Received
$892.00
=
Gap
−$75.00
Sources
Zenoti Allē Portal
✦ Riley's Analysis   This exception has a 34% confidence score because the deposit amount ($892.00) doesn't match the expected Allē reimbursement ($967.00). The $75 gap suggests either a partial batch submission or a point-value discrepancy during the loyalty program's February promo window. I'd recommend cross-referencing the Allē portal batch report for Feb 12.
Feb 14, 2026
2w ago
REC-0149
Two Identical $350 — Confirmed Duplicate
ZenotiStripeRefund2 legs
$350.00
Feb 14, 2026
2w ago
REC-0151
Expired Allé Points Attempt
ZenotiSystemSplit Tender3 legs
$200.00
Feb 13, 2026
2w ago
REC-0150
Unlinked Deposit — No POS Record Found
No POS Record Found
One-TimeFlagged
$1,200.00
Pending Review
Journal Approvals
Review and approve entries before they post to QuickBooks
4 Awaiting Approval
Pending
9
Approved
2
Posted
114
Rejected
0
Failed
0
Date
Description
Amount
Source
Confidence
Status
Feb 13,
2026
Allé Reimbursement — SC • Botox 40 Units
$892.00
Allé
87% Likely
Pending
Journal Entry Lines
$892.00 —
— $892.00
Source Transaction
Invoice #4471 · Sarah Chen · Feb 13, 2026 · Botox 40 Units · Allē cert ALLE-2024-9921
Riley's Reasoning
87% confidence. Amount matches Allē batch deposit line item. Certificate was marked REDEEMED in portal Feb 13. No prior posting found for this certificate.
Feb 12,
2026
CareCredit Fee Anomaly — MR • Laser Treatment
$2,400.00
CareCredit
92% Likely
Pending
Journal Entry Lines
$2,400.00 —
— $2,400.00
Source Transaction
CareCredit batch #CC-7741 · Feb 12, 2026 · MR Laser Treatment · Fee rate 6.00% on $40,000 funded
Riley's Reasoning
92% confidence. Fee amount matches CareCredit standard 6% promotional rate. Anomaly flagged due to $240 variance vs. expected $2,160 — likely promotional period adjustment. Recommend review before posting.
Feb 11,
2026
Stripe Fee — Standard 2.9%
$800.00
Stripe
99% Strong
Posted
Journal Entry Lines
$800.00 —
— $800.00
Source Transaction
Stripe payout #po_3Nx8 · Feb 11, 2026 · Standard 2.9% + $0.30 on $27,241 gross volume
Riley's Reasoning
99% confidence. Fee exactly matches Stripe's standard rate schedule. Already posted in prior cycle — shown here for audit reference only.
AI Engine
Semantic Matching
Real-time performance of Riley's transaction matching engine
Live · 94.2% accuracy
Semantic Boost Rate
33.0%
% of matches enhanced by semantic model
False Positive Rate
1.80%
Excellent — within target
P50 Latency
42ms
Median match time across all runs
P99 Latency
287ms
Tail latency from most recent run
Boost Rate Over Time
% of matches enhanced by semantic model (30-day window)
60%45%30%15% Feb 27Feb 15Feb 3Jan 22
Latency Distribution
P50 / P95 / P99 matching latency per run (ms)
320ms240ms160ms80ms Feb 27Feb 15Feb 3Jan 30
P50
P95
P99
Data Sources
Integrations
Connect your POS, payment processors, and loyalty programs to Reconcilify
3 Connected
Connected
Zenoti Connected
Practice management & POS. Syncing transactions, appointments, and patient records in real time.
Last sync: 4 minutes ago · 140 transactions today
Stripe Connected
Payment processing. Automatically matches Stripe settlements to Zenoti invoices via webhook.
Last sync: 12 minutes ago · 89 settlements this month
QuickBooks Online Connected
General ledger. Journal entries auto-post after approval. 114 entries posted this month.
Last sync: 2 hours ago · 114 entries posted
Available
Allē by Allergan Available
Loyalty program reconciliation. Automatically match Allē redemptions to Zenoti appointments and flag reimbursement shorts.
CareCredit Available
Healthcare financing reconciliation. Catch promotional fee mismatches and settlement discrepancies automatically.
Aspire Available
Galderma loyalty program. Reconcile Dysport and Restylane redemptions against Zenoti invoices.
Plaid Available
Bank feed integration. Automatically import and categorize bank deposits, including unlinked transfers.
Square / Clover Available
Point-of-sale integration. Import transactions from Square or Clover to reconcile alongside Zenoti.
Cherry Available
Patient financing. Reconcile Cherry payment plans against Zenoti invoices and catch settlement delays.
Need a custom integration? Contact support →
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