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What RefinePoint is, how a workspace is organised, and a first reconciliation in ten minutes. Introduction · Quick start
RefinePoint documentation
Everything you need to reconcile with confidence, from your first file to a governed month-end close.
Find your way
Section titled “Find your way”Bring in data
Upload files, connect accounting systems and databases, and route files from SFTP or the API. Data sources · File routing
Reconcile
Design a reconciliation step by step: sides, fields, matching passes, checks and reason codes. The designer
Write rules
Rules in plain English, lookup tables, your own functions and an AI assistant that drafts them. Writing rules
Work breaks
Investigate, assign, match by hand and resolve what did not match, with deadlines and approval. Breaks
Govern changes
Staging versions, four-eyes approval, roles per process and a full audit log. Versions and approval
Popular topics
Section titled “Popular topics”Matching passes and tolerancesHow records are paired across sides, in order.
Reason codes that clear breaksExplain known differences and clear them automatically.
Function referenceEvery function you can use in a rule, with an example.
Roles and permissionsWho can do what, workspace-wide and per process.