BillingReconcileReports
Reconciliation Reports
Reconciliation reports give you a current-period view of billing health across your workspace. They help you understand where underbilling, overbilling, and unresolved discrepancies are concentrated before you drill into client-level detail.
What the report helps you answer
- Are we currently underbilling or overbilling?
- How many clients are fully reconciled versus still discrepant?
- Which services are driving the biggest billing variance?
- Which clients have the highest discrepancy amounts?
- Are any integrations unhealthy or overdue for sync?
Key summary metrics
At the top of the report, BillingReconcile surfaces core summary numbers such as underbilling, overbilling, reconciled clients, discrepant clients, and unresolved mapping work.
These numbers are best used as operational signals. They help you decide whether the main issue is broad billing drift, isolated client mismatches, or a smaller number of specific cleanup items.
Charts and rankings
Service and client views help show where billing impact is concentrated. In practice, teams often start with the largest dollar impact before moving into smaller cleanup items.
The report is designed for month-end review: identify the issue, decide who owns the next step, and move into the right workspace to resolve it.
Alerts and sync status
Reconciliation reports also surface alerts and integration health signals so important context is visible before your team starts reviewing discrepancies.
When an integration looks stale or unhealthy, the next step is usually the Integrations Status page.
How most teams use this report
- Review overall discrepancy direction and volume.
- Check whether sync health or alerts explain any unexpected movement.
- Identify which clients or services need attention first.
- Move into client mapping, service management, or billing review depending on the issue.