Turn PDFs and images into structured data, reconcile to the ledger, and post journals automatically.
Use Case
Reconciliation
From Statement to Ledger in One Automated Workflow
Extraction, matching, exception handling, and posting in a single, easy process.
Trusted by Leading Enterprises & High-Growth Innovators
End-to-End, Error-Free: AI-Powered Reconciliation
Challenges With Reconciliation
Disparate, siloed data and data types create slow month-end close cycles, excessive manual effort, and higher risk of misstatements.
Unstructured Inputs
Bank statements, remittance advices, and PSP reports often arrive as PDFs or scans, forcing manual spreadsheet entry that drives inefficiency and errors.
Fragmented Systems
Data spread across ERPs, banks, processors, and custom systems forces teams without direct connectors to spend hours on manual downloads and uploads.
Complex Matching Logic
Vendor data rarely aligns perfectly, and complex or partial matches demand judgment beyond what basic rule-based systems can handle.
Audit and Compliance Risk
Every adjustment must trace back to its source for SOX compliance, but existing tools lack automated audit evidence generation.
Legacy Tool Limitations
Spreadsheets are error-prone and siloed, while ETL/BI tools lack OCR and workflow automation, leaving only rigid rules-based matching disconnected from modern ERPs.
Savant Automates Reconciliation
Savant delivers a fully integrated reconciliation solution designed for enterprise finance teams.
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Built-In ERP Integration
Direct, secure integration with SAP, Oracle, and NetSuite automates data pulls and seamlessly posts reconciled entries back, eliminating manual handoffs.
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Automated Data Extraction
Savant Vision Agent processes PDFs, scanned statements, and Excel files, normalizing and enriching data for downstream matching.
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Intelligent Matching With AI
Fuse Agent performs fuzzy matching on vendors, amounts, and references, learning over time to handle timing gaps and partial payments.
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Governance and Audit Readiness
Page-level anchoring ties each match to its source document, creating a complete audit trail with granular logs and lineage for SOX compliance.
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End-to-End Workflow Automation
Orchestrating everything from extraction and matching to posting and audit trails, Savant offers a no-code workflow builder that finance teams can customize without IT.
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Schedule and Deliver On Time
Savant intelligently schedules, automates, and reports reconciliations on time with AI-driven extraction, intelligent matching, no-code workflows, and audit-ready reporting.
Governed and AI-Enabled System With Proven Impact
50–70%
Productivity Gain
Reduction in manual effort like exception reviews and line-by-line matching.
100%
Accuracy
AI-driven matching reduces human error and ensures precise reconciliation.
Faster
Close Cycles
Faster month-end close by automating routine reconciliation tasks.
100%
Audit Ready
Fully traceable, audit-ready tax packs reduce compliance risk.
Partnering With Leaders in Tax, Accounting, and Finance
The Impact of Automated Finance & Tax Workflows
“We rebuilt our monthly tax process in Savant. It now runs on a schedule, matches transactions automatically, and is always audit-ready. From pulling data to reconciling it and pushing clean results into our stack, Savant handles the entire tax workflow.”
Paige Foelber
Senior Tax Accountant, Rover
100%
Governed
audit-ready outputs
50%
Lower
data handling costs
80%
Faster
month-end close