Payment Verification
Connected to the same project, people, permissions, and AI context.
Finance
Cash Flow Guardian
Manage every outgoing payment and reconciliation with audit-ready precision.
Unified Organization & Productivity
Reconciliation Flow
Connected to the same project, people, permissions, and AI context.
Atty AI can scan receipts and auto-populate bill details, saving hours of data entry.
Connected to the same project, people, permissions, and AI context.
Real-world scenarios
How teams use it in the real world
Monthly Vendor Payment Reconciliation
You run a small construction firm and pay 30+ subcontractors each month. Instead of cross-referencing a dozen bank statements with invoices in a spreadsheet, you log each payment in Attain OS's Reconciliations app. Atty then drafts a reconciliation record that matches each outgoing check against the corresponding invoice and PO, flagging any gaps for your review.
Petty Cash Audit Prep
Your retail store has a petty cash drawer with dozens of small expenses weekly. Before the quarterly audit, you enter the receipts into Attain OS. Atty drafts a reconciliation record that groups expenses by category, totals them, and compares against the cash on hand — giving you a clear, audit-ready summary you can finalize in one sitting.
Credit Card Statement Reconciliation
You manage a team of salespeople who use company credit cards. Each month, you need to verify that all charges have corresponding expense reports. With Attain OS, you import the statement data (manually, no sync) and Atty drafts a reconciliation record that matches each transaction to a report, highlighting unmatched items for your attention.
With Atty
How Atty gets you to a near-finished draft faster
- 1Log your outgoing payments and bank data
Enter each payment — checks, wire transfers, credit card charges — and your bank statement manually into the Reconciliations app. No imports or syncs; just straightforward data entry.
- 2Tell Atty to draft the reconciliation record
Open Atty in web chat or voice and describe the scope: 'Draft a reconciliation record for July vendor payments.' Atty pulls from your logged entries and project context to build a structured draft.
- 3Review the draft in the Reconciliations app
Atty's draft appears as a near-finished record — with matched items, totals, and flags for discrepancies. You check each line, adjust any mismatches, and add notes for the auditor.
- 4Publish the final record
Once reviewed, you publish the reconciliation record directly in Attain OS. It's stored permanently, ready for audit or future reference. No exporting needed.
Sample output
What you walk away with
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
- Reconciliation Period: July 1–31, 2025
- Total Outgoing Payments: $47,832.50
- Matched Transactions: 28 of 30 (93.3%)
- Unmatched Items: 2 — flagged for review
- Discrepancies: $0.00 (all matched amounts agree)
- Status: Draft (reviewed by user, pending publish)
Key takeaways
- Attain OS replaces scattered spreadsheets with a single Reconciliations app — no integrations needed.
- Atty drafts a polished reconciliation record from your manually entered data, saving hours of cross-referencing.
- You stay in control: review Atty's draft, fix any flags, and publish with audit-ready confidence.
FAQ
Frequently asked questions
Can Attain OS automatically pull bank transactions for reconciliation?
No. Attain OS does not sync or connect to any bank or third-party service. You manually enter payment and statement data into the Reconciliations app. Atty then uses that data to draft your record.
Does the Reconciliations app support multiple currencies?
The Reconciliations app handles amounts as you enter them. If you need multi-currency, you can manually convert and note the exchange rate in the record. Atty will draft based on the numbers you provide.
How does Atty handle discrepancies in the draft?
Atty flags unmatched items and differences in amounts. It does not resolve them automatically — that's your job. You review the flags, investigate, and adjust the record before publishing.
Can I export the reconciliation record to Excel or PDF?
No. Attain OS does not export to any third-party format. The record stays within Attain OS, where it can be viewed, printed from the browser, or used for auditing within the system.
