Ask clients about transactions with one click
Stop chasing clients over email. Send targeted transaction queries, automate follow-ups, and let the AI close the loop the moment they respond, with no manual entry required.
Full query lifecycle
Flag transaction
Mar 22 · $1,240 · Unknown vendor
Send query to client
"Can you clarify this expense?"
Automated follow-up sent
No reply after 48 hours
Client responds
"Software license renewal" (via link, no login)
AI auto-categorizes
→ Software & Subscriptions (HIGH)
Client reply automatically triggered AI categorization, with no manual step required.
One-Click Query
Flag any transaction and send a targeted query in a single click. No email drafting, no copy-pasting transaction details. The right context is sent automatically.
One-Click Query: Demo GIF
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Client-Friendly Interface
Clients receive a clean, branded link showing exactly the transaction in question. They respond in seconds, with no login required, no portal to navigate, and no friction.
Client-Friendly Interface: Demo GIF
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Automated Follow-ups
Set reminder cadences per client. Reconci.ai automatically sends follow-up messages on unanswered queries so you never have to chase, and nothing falls through the cracks.
Automated Follow-ups: Demo GIF
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Response-Powered Categorization
Once a client responds, the AI uses their comment to auto-categorize the transaction using the same confidence-gated engine, closing the loop without any manual entry from you.
Response-Powered Categorization: Demo GIF
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Multi-Client Query Management
Track all outstanding queries across every client from a single dashboard. Filter by status (sent, responded, overdue), client, or transaction date, so nothing gets missed.
Multi-Client Query Management: Demo GIF
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Audit Trail for Every Response
Every query, client response, and resulting categorization is timestamped and logged. Full provenance for compliance and audit, including who sent the query and when the client replied.
Audit Trail for Every Response: Demo GIF
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