Action / Revenue reconciliation
Track recurring revenue reconciliation exceptions
Use Proforma to track recurring revenue reconciliation exceptions. Produce versioned reconciliation action and recurring exception history from your business data.
Finance lead · Revenue operations manager
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Your starting prompt.
Create a versioned TypeScript Action that runs our approved revenue reconciliation each [schedule]. Read the permitted invoice and ledger Data, apply the supplied matching rules, and store an in-workspace exception table with new, continuing and resolved items. Include run time, source freshness and control totals. Stop publication of a completed result when required inputs are stale, and make no external accounting changes.
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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
Configure the schedule only after validating control totals and defining the required data freshness.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
Before you begin
- Permitted Data covering the listed inputs
- Configured Action runtime and authorized schedule
- Explicit scope for in-workspace output; any external mutation requires separate authorization
Repeat execution requires a configured Action. Agree the scope and authority before any external changes or messages.
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Make it your investigation.
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