Task 03 of 6
Clean and Reconcile Source Data
Clean source files, merge tables, and reconcile mismatches before the numbers hit your analysis.
How to approach this
Tell AI which file is the source of truth, which columns should match, and what counts as an exception. Ask it for both a cleaned output and a mismatch log so you can audit the changes quickly.
AI tools for this task
These tools are well-suited for automating or accelerating this specific task.
Microsoft 365 Copilot for Finance
Connects financial systems to Microsoft 365 to speed up reconciliation and cleanup work.
Alteryx One
Analytics tool for trusted data prep, automation, and finance workflows.
Datarails AI Agents
Helps finance teams clean, reconcile, and analyze planning data in spreadsheets and models they already use.
Tutorials & articles
Curated external guides to help you get this working in practice.