Data-flow mapping
Identify source and destination owners, timing dependencies, and the checks performed at each handoff.
Data & Integrations
Keep the handoffs accountable.
Connect technical investigation with the finance consequence of incomplete, delayed, or inconsistent data.
THE SITUATION
Start with what
is getting in the way.
An interface finishing successfully does not by itself prove the receiving finance process has the right records. Ownership needs to extend from the source through to reconciliation.
WHAT WE DO
From the symptom
to the next right step.
Exception investigation
Investigate missing, duplicate, rejected, or out-of-period records with the responsible teams.
Reconciliation design
Define completeness checks, control totals, and a route for unresolved differences.
Operational documentation
Record monitoring responsibilities, recovery steps, and escalation contacts.
WHAT YOU TAKE AWAY
Useful work.
Usable handover.
Deliverables are confirmed in the agreed scope. A typical starting point includes:
- Integration handoff map↗
- Exception and reconciliation register↗
- Monitoring responsibility matrix↗
- Support runbook↗
Do you replace the technical integration team?
Scope is agreed around your existing team. The focus can be finance requirements, reconciliation, operational support, or coordination with technical owners.
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