Statements and reconciliation

You say 50,000, the customer says 47,000. Let revi find the difference.

Send the reconciliation as one link; if the customer disputes it, revi finds out why.

Kemalpaşa Ticaret Ltd. Şti.

Account code 120.01.248

Account statement

1–31 October 2026

Date	Transaction	Debit	Credit	Balance
30.09.2026	Opening balance			TRY 148,250.40
02.10.2026	Bank transfer received Credit TRY 96,000.00		TRY 96,000.00	TRY 52,250.40
08.10.2026	Sales invoice Debit TRY 64,980.00	TRY 64,980.00		TRY 117,230.40
15.10.2026	Sales invoice SIP-2026-1186 Debit TRY 216,055.20	TRY 216,055.20		TRY 333,285.60
16.10.2026	Card payment received Sanal POS Credit TRY 216,055.20		TRY 216,055.20	TRY 117,230.40

Gediz Yapı Malzemeleri A.Ş.

Account reconciliation

As of 30 September 2026

Your balance according to our records

TRY 148,250.40 (owed)

This reconciliation was sent by Gediz Yapı Malzemeleri A.Ş..

The statement comes from the transactions in your ERP, line by line or as a monthly summary.
The customer checks the balance against their own books and agrees or disputes it.

revi in reconciliation

When the balances don’t match, working out where the difference comes from, and explaining it, is revi’s job.

The business in this example is a hardware distributor.

Reads the statement: The customer’s statement can be a PDF, a photo or an Excel file. revi reads it and pulls out the transactions; no column mapping for you.
Explains the difference: Why don’t the balances match? revi writes it in plain words: which invoice they don’t have, which payment isn’t posted yet.
Drafts the reply: It drafts the e-mail that explains it to the customer. You check it and send it.

“Could you send my statement?”

Open a statement with every transaction or summarised month by month, and send it as a PDF or Excel. From the statement you go straight to the invoice or cheque.
“Who has answered, who hasn’t?”

Send a reconciliation to all your customers, or the ones you pick, at once. You set the reply date, and the list shows who opened it and who answered.
“Our balance doesn’t match yours.”

A customer who disputes attaches their own statement and the lines are matched. Lines only one side has, or with different amounts, are shown separately.
“Should we keep selling to this customer?”

See each customer’s balance, cheques and notes next to their risk limit. Orders over the limit go to approval, if you set it so.

Where does the statement come from?

From your ERP. Revleno reads it from the ERP’s transactions, so you keep no separate records.

How does a customer answer a reconciliation?

They open the link they received, see the balance, and agree or dispute it. They don’t need to log in.

What can a customer send with a dispute?

Their own statement as Excel, CSV, PDF or a photo. revi reads the PDFs and photos.

Where do we follow reconciliations?

In the reconciliation list. Each one shows as sent, opened, agreed or disputed.

Fill in the form and we’ll call you at a time that suits you. On the call we show you Revleno and revi with a sample company from your own trade.