The confirmation letter goes out by email; the reply lands in the file.
Set a schedule per client: Ba/Bs every month, current-account balances at quarter or year end. Paste the figures from Excel and each counterparty receives a letter with a personal link. Without creating an account, the counterparty confirms the figures or reports their own, and any difference shows on screen.
- 01Period calendar
Periods that are due are listed; a reconciliation opens with one click.
- 02Personal link
The counterparty replies without a password. A reply can be given once, and who replied and when is recorded.
- 03Difference and resolution
Disputed rows show the difference; they are closed with a resolution note, and results export to Excel.
The navy on the product screen is the sample firm's own color. Product screens are shown in Turkish, the app's interface language.