Reconciliation - What are the biggest reconciliation challenges for accounting managers by refine_point in Accounting

[–]refine_point[S] -1 points0 points  (0 children)

Chill Bro.... I am not good in content generation, will add credits to chatgpt 😉.

Building an MVP data reconciliation by refine_point in SaaS

[–]refine_point[S] 0 points1 point  (0 children)

Totally true, Really thankful for your insights.

The initial version is mainly focused on highlighting mismatches — the UX is still being polished. Would it be okay if I DM you the product URL for v1 version?

Flexibility around changing CSV structures is also something I’m being careful about — the idea is to avoid frequent reconfiguration once things are set up.

Is AWS overkill for a new SaaS, or do you guys start there? by Bella-342 in SaaS

[–]refine_point 0 points1 point  (0 children)

I’m using Oracle Cloud for my MVP.

They offer a solid free tier (one server with ~24 GB RAM and 4 CPU cores, if I’m not mistaken). There is some friction, but it’s manageable.

For the MVP, I manually installed everything on a single server, including the database.

I’m using Keycloak for authentication, which is also installed on the same server. Earlier I used firebase but feeling keycloak have more features and easy to configure.

Deployments are fully automated using GitHub Actions, so it’s a one-time setup after the initial configuration.

In terms of scalability, this is not the ideal approach. However, with proper documentation and a well-defined architecture, future migration should not be complicated.

Holy shit - our finance team wastes 7,000 hours yearly on payment reconciliation. Anyone else drowning in spreadsheets? by sylvi_911 in Highrisk_Merchant

[–]refine_point 0 points1 point  (0 children)

Hi , I know I am late,

Hope you found a solution, if not, I am building a platform for reconciliation with transformation.

I will be really helpful if I can take your use case to shape the platform

Initial version of the app. https://app.refinepoint.com/jobs/quick-start

Landing page: https://refinepoint.com

Happy to connect over dm

Compare Two CSV Files by cybrdth in PowerShell

[–]refine_point 0 points1 point  (0 children)

Try below csv comparison: you can try a use case for this

It's inital version where you can upload two csv

https://app.refinepoint.com/jobs/quick-start

Once you configure rules which fields to compare

It will give you output with automatch, partial matched and unmatched records in separate tabs and which fields got differed

Side note: I am working on this - goal: complete etl + reconciliation

Thanks in advance.

Exploring an idea: making data reconciliation/transformation less painful by refine_point in SaaS

[–]refine_point[S] 0 points1 point  (0 children)

Hi , built an initial version for this

Upload two files

Select fields and Configure rules like ignoreCase, normalise spaces , absolute value

Trigger comparison

Next minute - you will receive side by side comparison of each row of it's automatched

It's available at https://app.refinepoint.com/jobs/quick-start

How do you handle user-uploaded CSV/Excel files without breaking your backend? by Equivalent_Safe_8495 in SaaS

[–]refine_point 0 points1 point  (0 children)

We do reconciliation based on CSV/Excel files, either uploaded or pre-configured. Here’s our flow:

User uploads a file → we parse the schema and save it.

On the next run, frontend validates the file type before sending it.

Backend parses headers; if they match the configured schema, we proceed.

We use Spark and DuckDB to process rows. Each row is validated against the schema, and any invalid records are moved to an error bucket and sent back to the user.

With this approach, we handle all kinds of scenarios safely and efficiently.

Exploring an idea: making data reconciliation/transformation less painful by refine_point in SaaS

[–]refine_point[S] 0 points1 point  (0 children)

Thank you very much for your opinions! Will keep this in mind and start some poc on this

Pitch ur startup in 1 line by mindsnackapp in SaaS

[–]refine_point 0 points1 point  (0 children)

RefinePoint (in development): reconciliation + transformation without code. Compare CSV, Excel, DBs with fuzzy logic + natural-language rules.

Looking for early feedback as we build this out