The spreadsheet work of finance, done before you ask.
Concierge matches payouts, invoices and supplier files against your orders, flags what does not add up and prepares clean files for your accountant, on its own computer.
- files against your orders
- Matches
- files against your orders
- every mismatch
- Flags
- every mismatch
- for your accountant
- Clean files
- for your accountant
The problem
Month-end means downloading statements, lining them up against orders and hunting for the few lines that do not match. It takes days, and it is easy to get wrong. Concierge does the matching on its own computer and hands you only the exceptions.
What it takes off your plate.
Reconciliation
Matches payouts, invoices and supplier files to your orders.
Finds the exceptions
Lists exactly what does not match, and why.
Checks invoices
Compares supplier invoices with what you ordered and received.
Ready-to-send files
Clean spreadsheets for your accountant or bookkeeping system.
A day with Concierge.
- 1
Month-end
A scheduled task kicks off the reconciliation.
- 2
It gathers files
From your drives, portals and store data.
- 3
It matches
Every line checked, mismatches explained.
- 4
You review exceptions
Only the handful that need a decision.
What changes for your team.
Days become minutes
Month-end stops taking a week.
Fewer mistakes
Every line checked the same way.
Audit-friendly
Every step and file is on the record.
Put a digital employee to work.
Concierge answers your customers, runs back-office work on its own computer and gets better every week. See it on your own store.
Common questions
Concierge matches payouts, invoices and supplier files against your orders, flags what does not add up and prepares clean files for your accountant, on its own computer.
Month-end: A scheduled task kicks off the reconciliation. It gathers files: From your drives, portals and store data. It matches: Every line checked, mismatches explained. You review exceptions: Only the handful that need a decision.
Yes. Concierge only uses the tools and data you grant, answers from information you approve, asks for approval before consequential actions and keeps a record of every step. A teammate can take over any conversation.
Concierge Starter is $20 a month with 20,000 credits. Pro is $199 a month with 199,000 credits, or $1,990 a year. Phone and text charges are billed as used, and you can connect your own OpenAI or Anthropic account.
