A working reconciliation pilot—without giving an agent the keys to the ledger

Start with one controller-owned reconciliation, representative source records, and measurable review pain. Use Case Foundry can assist a private customer-cloud deployment that matches records, queues exceptions, preserves human decisions, and produces audit evidence. It never posts journals or moves money.

Scope a supervised finance pilot Review agent readiness gates

What this establishes

The decision in view.

Principle 1

A named controller or finance owner defines the workflow, starting measures, pilot users, and success criteria.

Principle 2

The agent proposes matches and queues exceptions; a person reviews every important decision.

Principle 3

The tested Google Cloud setup includes signed-in access, a reliable database, monitoring, rollback, and an emergency stop.

Principle 4

Every customer environment is reviewed and tested separately before the pilot begins.

Who this is for

This pilot fits finance teams with a recurring reconciliation, accessible source records, a named review owner, and enough past cases to measure current performance and test the service.

How the pilot works

Load customer-owned records through an agreed read-only path.
Standardize and compare the records using clear reconciliation rules.
Suggest matches and send unresolved breaks to an exception queue.
Require a named reviewer to accept, reject, or comment on each proposed outcome.
Keep the source records, reviewer decisions, open exceptions, and audit history together.

The service cannot post journals, move money, or silently mark a break as resolved.

What the pilot must prove

Accurate matches on representative past cases.
Less manual review time or a smaller exception backlog.
Safe handling of duplicates, missing fields, conflicting records, and repeated requests.
A complete audit trail from source records through human review.
Secure access, minimum permissions, monitoring, emergency stop, rollback, and recovery inside the customer's environment.

A technically healthy service that does not improve the finance workflow is not a successful pilot.

What the customer provides

One named reconciliation and a controller or finance owner.
Representative records and permission to use them for the pilot.
Current volume, cycle time, exception rate, or review-effort measures.
The customer cloud project, access requirements, secrets, and security approvers.
Reviewers who can judge unclear or incorrect proposed matches.

What Use Case Foundry or the implementation partner provides

The reconciliation service and agreed input formats.
Representative tests for expected results, repeated requests, and unsafe behavior.
The review queue, audit export, and deployment plan.
Setup help for signed-in access, PostgreSQL, secure secrets, monitoring, rollback, and emergency stop.
A dated acceptance record for the exact customer release and environment.

Where the pilot starts—and stops

This pilot focuses on one controller-owned reconciliation with known inputs, reviewers, and success measures. It proposes matches, routes exceptions for human review, and keeps a complete audit trail. It does not post journals, move money, or make unreviewed accounting decisions. Broader workflows can be scoped separately after the first pilot proves measurable value.

Questions buyers ask

Resolve the practical concerns.

Does the reconciliation agent post to the ERP?

No. Journal posting and movement of money are absent from the pilot capability. The service proposes matches, queues exceptions, and records human review.

Do earlier Use Case Foundry test results cover our deployment?

No. Past test sign-offs do not transfer to your environment. Your project, access setup, data, and software release need their own security and acceptance review.

Do we need to complete a broad AI discovery first?

Not if the reconciliation workflow, pain, owner, records, and pilot decision are already known. If those are disputed or several use cases compete for funding, start with the evidence and ranking workflow first.

Does the pilot also produce audit evidence?

Yes. It keeps source records, proposed matches, exceptions, reviewer decisions, and audit events together as part of the finance workflow.