Analysis / Revenue reconciliation
Reconcile intercompany invoices across entities
Use Proforma to reconcile intercompany invoices across entities. Produce bilateral invoice match table and entity-pair exception summary from your business data.
Finance lead · Revenue operations manager
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Your starting prompt.
Match intercompany receivable and payable invoices for [period] across [entities]. Compare invoice references, transaction amounts, currencies and posting periods before considering translated balances. Separate missing documents, timing differences and amount mismatches. Build a bilateral exception table and an entity-pair summary. Keep potential eliminations as review candidates and preserve both entities’ source document references.
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Method and review
Keep the assumptions visible.
Agree on identifiers, currency, periods and account mappings before comparing totals. Keep unmatched records and timing differences visible instead of forcing a match.
For this task, check
Compare transaction currencies before treating translation differences as invoice mismatches.
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- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
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