cross-system-reconciliation

What problem does it solve?

It resolves conflicting ARR, account, and pipeline numbers reported by different systems by tracing each value back to its definition, timing, and source authority so teams can act on accurate, attributed information.

Core Features & Use Cases

• Data authority–based reconciliation: Applies a hierarchy (HubSpot > Finance Sheets > CS platform > Slack/Linear) to determine governing values and clearly label which system should be treated as authoritative for each item.
• Root-cause discrepancy tracing: Identifies whether mismatches come from definition differences, snapshot timing, data entry gaps, or scope differences.
• Reconciliation memo output: Produces a Markdown memo showing deltas, source attribution, data-as-of timestamps, and a recommended resolution path that never silently overwrites or “chooses a number” without explanation.

Quick Start

Trigger cross-system reconciliation by telling the assistant: "Cross-system reconciliation: why don't our CRM ARR numbers match Finance Sheets, and what should we use as the authoritative number right now?"