Finance
Tax reconciliation across companies
Reconcile accounting data, statements and certificates across entities. The working prototype needs review with accounting.
Status: working prototype, being verified with the client's accounting team. No public case yet.
The work to address
Group reconciliation requires accounting data, statements and certificates aligned to one period. A missing document must not be mistaken for a zero balance.
Inputs
Companies, period, taxes, read-only accounting data, statements and certificates. Accounting defines matching rules and tolerances.
What the team receives
Company reconciliation
Match figures by company, tax and period.
Discrepancies
Identify different amounts and the source entries to inspect.
Coverage
Explicitly mark missing sources and periods rather than filling gaps with zero.
A fictional worked example
This example explains the workflow and its checks. It is an illustration, not evidence of an accepted deployment.
Inputs
Fictional figures for two companies and one period. These are not calculations of tax obligations.
Scroll the table sideways to see all columns.
| Check | Observation | Next step |
|---|---|---|
| Company A · payment | Accounting: 120; statement: 100 | Review source entries for the difference of 20 |
| Company B · certificate | Document missing for this period | Request the source; conclusion pending |
The difference could relate to timing, matching or accounting. An accountant establishes the cause using the sources.
This is a scenario illustration using fictional data, not output from a BusinessOS run or a customer case study.
What to verify before launch
The human decision
An accountant supplies certificates, checks discrepancies and decides on corrections. The scenario does not replace professional judgement.
What to verify before launch
Choose a closed period and limited company set. Compare with an accountant-checked result; verify the accounting connection and missing-document cases.
How to assess results
Preparation and review time, companies processed, discrepancies with traceable sources and manual corrections.
Connecting departments
Finance and document-preparation teams receive an agreed status by company. Unverified information must remain visibly unverified.
Working with us
You define the work and accept the result. We handle technical setup, support and development of the agreed solution.
Set up
Study real examples and exceptions, configure connections and check the result with the process owner.
Support
Investigate technical issues and maintain agreed processes within the service contract.
Develop
Assess changes, test them and update the system after approval. New tasks have their own scope and cost.
Start with your task
In 20 minutes, discuss inputs, the required output and where a person is needed. Then agree what to test and which materials are necessary.