Work through each section and mark the checks you can answer yes to today. Anything unchecked is either a data-model gap or an undocumented process.
Reconciliation
Reconciliation readiness checklist
Twenty-two checks across data model, process and controls. View on screen or print.
4 min readBeneora product team
Takeaway
Run this before evaluating any system. Most reconciliation pain is caused by four or five missing fields.
The template
Tick items on screen, or print this page — the checklist is laid out to print cleanly.
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Design-partner program
We write these from partner sessions
If this matches your week, a working session is the fastest way to make the product fit it. Partners see the honest status of every module and are never charged for a prototype.