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 — 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 — 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 — no login required, no portal to navigate, 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 — 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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