credit card reconciliation | MANUAL vs automated
Crunch your own numbers alongside PivotEQ.Game On!
YOUR NUMBERS ON THE LEFT | PIVOTEQ ON THE RIGHT
Credit Card Reconciliation Calculator
What does credit card reconciliation look like for you today? Your answers allow us to compare your current process with an automated approach using PivotEQ.
1 | LET'S START WITH YOUR PROCESS
Total people using company cards.
Do you compare a “point in time” statement to submitted expense reports to find what’s missing?
Hours per comparison cycle.
How often you run the comparison process each month.
Do you send reminder emails/messages to the full group?
Time for one reminder email blast to the entire group.
How many email blasts you send in a typical month.
2 | NOW LET'S COMPARE BEFORE & AFTER
Your Scenario Today
With PivotEQ
Total Effort
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How we calculate this: (Comparison hours × comparisons/month) + (Email blast hours × blasts/month)
Effort to Compare CC Statement to Expense Reports
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How we calculate this: Comparison hours × comparisons/month
Effort to Email Cardholders Reminders
–
How we calculate this: Email blast hours × blasts/month
Less Effort / Month
1 Hour
PivotEQ reconciles in real time and sends reminders automatically — removing manual comparison and email-blast effort.
You Save –/month
By eliminating manual comparisons and reminder blasts.
Broad takeaway: PivotEQ reduces reconciliation effort from ~– to 1 Hour per month, freeing up ~– hours for higher-value work.
THE CASE FOR PIVOTEQ
Hours / Month
1 Hour
YOUR TEAMS' EFFORT TODAY: CREDIT CARD STATEMENT TO EXPENSE REPORTS RECONCILIATION
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