Data cleanup and reconciliation
Proto turns messy exports into accurate numbers: cleaned, matched, categorized and reconciled.
What Proto can do with your data
| Task | Example request |
|---|---|
| Clean up | “Clean this customer export: fix duplicates and standardize addresses.” |
| Reconcile | “Reconcile last month’s bank statement against our receipts.” |
| Match payments | “Match these payments to open invoices and list anything unmatched.” |
| Categorize | “Categorize these 2,000 transactions and total them by category.” |
| Compare | “Compare this month’s inventory count with last month’s and explain the differences.” |
| Prepare an import | “Get this file ready to import into the Products table.” |
What you get back
The cleaned file or workbook, the results, and notes on what changed, what was dropped and anything Proto couldn’t resolve.