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PIVOTEQ | credit card reconciliation before & After Automation

Crunch your own numbers alongside PivotEQ.

The  REAL Work  Behind  CREDIT CARD Reconciliation

Month-end reconciliation adds up fast. This calculator estimates how much time your team spends manually matching statements to expense reports — and shows how PivotEQ automates reconciliation in real time to eliminate busywork and free up your finance team. card reconciliation often looks simple on the surface — until month-end arrives.

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
–

How we calculate this: (Comparison hours × comparisons/month) + (Email blast hours × blasts/month)

Effort to Compare CC Statement to Expense Reports
–

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
PIVOTEQ COMPLETES IN MINUTES WHAT MANUAL PROCESSES TAKE HOURS TO DO — RECONCILING IN REAL TIME, AUTOMATICALLY
YOUR TEAMS' EFFORT TODAY: CREDIT CARD STATEMENT TO EXPENSE REPORTS RECONCILIATION –

PivotEQ is the most time saving
 change we’ve made in finance!

Carolyn Conroy

Director of Financial Operations, Vantage Partners

 

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