AI Copilot
Approved knowledge
Review & approvalHuman review
Connected next step
Finance & people
Bring reconciliation out of the spreadsheet.
Connect supported bank exports to finance workflows, with proposed matches and visible exceptions.
Offered by inquiry. We agree your workflow, data policy and implementation scope before confirming availability or access.
A practical implementation
Build around
your workflow.
- Bank statement import assessment
- Proposed transaction matching
- Reviewed reconciliation exceptions
We agree these features as part of your implementation scope. The proposal confirms integrations, licensing and requirements for regulated workflows.
Product destination: banking.rdcopilot.com
Workflow in focus
Banking
Finance imports a supported statement, reviews proposed matches and resolves the remaining differences.
Banking
Workflow input
Review & approvalHuman review
Connected next step
Before the build
A proposal that fits
your actual business.
Share the process you want to improve. We will ask about your team, current tools, data and the outcome that matters.
Discuss this product- What is the current workflow and biggest bottleneck?
- Which systems must connect, and who uses them?
- What data boundaries and EU hosting requirements apply?
- What budget, timing and success criteria make sense?
Connected offers
ERP
Workflow input
Review & approvalHuman review
Connected next step
CRM
New leads
Opportunity 01
Next action
Next action
Qualified
Opportunity 02
Next action
Next action
Proposal
Opportunity 03
Next action
Next action