From Manual Recons to Automated Outputs

Manual reconciliation processes can become a major operational bottleneck as organizations grow. What starts as a manageable spreadsheet-based process often evolves into hundreds of repetitive reconciliations, increasing risk, consuming valuable time, and limiting scalability.

For one large South African financial services group, a monthly cycle involving approximately 800 individual reconciliations had become unsustainable. The challenge was no longer whether to automate, but how to implement a solution that could deliver accuracy, governance, and self-service access at scale.

Join Dimago and Alteryx to learn how a fully manual Excel-based reconciliation process was transformed into a production-grade automated solution using a single Alteryx workflow deployed through the Alteryx Platform. This session will walk through the business case, implementation approach, and operational outcomes, demonstrating how automation can simplify reconciliation management while improving efficiency, auditability, and scalability.

We’ll also explore how the solution was designed to support ongoing growth, enabling business users to run reconciliations independently and easily incorporate new funds, rules, and requirements without extensive redevelopment.

Who Should Attend

• Finance and Operations Teams managing high-volume reconciliation processes
• Finance Transformation and Automation Leaders
• Analytics and Business Intelligence Teams evaluating automation opportunities
• IT and Data Teams exploring Alteryx Platform deployment models
• Risk, Compliance, and Audit Stakeholders responsible for governance and sign-off processes
• Financial Services Organizations seeking to reduce manual effort and operational risk

Key Takeaways

• Understand why managing ~800 manual reconciliations each month was no longer sustainable
• Learn how a single Alteryx workflow replaced an entire Excel-based reconciliation process
• See how business users can run reconciliations independently through a self-service application
• Discover how the solution was designed for scalability and maintainability
• Improve auditability, governance, and process consistency
• Reduce manual effort while increasing operational efficiency

What Problem Does It Solve?

Many finance teams still rely on spreadsheets and manual processes to manage reconciliation activities. As transaction volumes and reporting requirements grow, these processes become increasingly time-consuming, error-prone, and difficult to govern. Organizations often struggle with lengthy reconciliation cycles, limited visibility, and challenges in maintaining audit trails and compliance requirements.

Automation provides a scalable alternative by centralizing reconciliation logic, reducing manual intervention, improving consistency, and enabling faster completion of critical financial processes.

Stop spending time managing spreadsheets and start scaling reconciliation with automation.