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Use casesReporting and data

Reconcile records between two systems automatically

Compare what your tracking sheet says against what the source system says, and report the differences.

Who it is forAnyone maintaining a spreadsheet alongside a real system of record.
APIsSheets API, Gmail API
Typical scopesspreadsheets, gmail.readonly

The problem

Two records of the same truth always drift. The drift is discovered during an audit, a dispute, or a month-end that will not balance.

How it works

  1. Pull both sides on a schedule.
  2. Match on a stable key and compare the fields that matter.
  3. Report only mismatches, with enough context to resolve each one.

What changes

Drift is caught within a day instead of a quarter.

The trap in this one. Do not auto-correct. Report the difference and let a human decide which side is right — the wrong automatic fix is far more expensive than the drift.

Questions people ask

What if the key is unreliable?

Then fixing the key is the project. Fuzzy matching on names produces confident, wrong reconciliations.

Want this built?

This is a pattern we run in production. We will set up the delegation and build this on top of it — $500 per hour, most of it working the same day.

Talk to us Or read the setup guide

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