FireLookupTrust and workflow
Privacy for uploaded Excel and CSV reconciliation files
Practical privacy guidance for teams uploading sensitive Excel and CSV files into a reconciliation workflow.
Sample output
Matched and unmatched review
Who this is for
Built for spreadsheet-heavy reconciliation
Finance, accounting, bookkeeping, and operations teams evaluating spreadsheet reconciliation software.
Teams that treat uploaded CSV and Excel files as sensitive operational data.
Reviewers who need clear matched, unmatched, and audit-trail outputs.
Manual workflow in Excel
What teams do manually today
Treat uploaded bank, invoice, order, and payout CSVs as sensitive data.
Remove unnecessary columns before uploading when they are not needed for matching.
Use retention settings and future auto-delete options to reduce stored file exposure.
Where manual reconciliation breaks
The common failure points
Manual reconciliation often depends on copied formulas, edited source files, and undocumented assumptions.
Reviewers can lose time reconstructing why a row was matched, grouped, or left unresolved.
Spreadsheets can be shared too widely when output and source files are not clearly separated.
How FireLookup handles it
A cleaner reconciliation workflow
FireLookup keeps the workflow focused on upload, matching rules, review, and export.
The product avoids fake claims on this site and describes only the capabilities currently positioned publicly.
Uploaded CSVs should be treated as sensitive data, and retention controls are part of the product roadmap and settings.
Workflow
Step-by-step reconciliation flow
- 01
Upload File A and File B without changing the source exports.
- 02
Choose amount columns, matching keys, and the relationship types to test.
- 03
Review matched, unmatched, and grouped results before exporting the reconciliation output.
Example
What the result looks like
| File A | File B | Expected result |
|---|---|---|
| Raw source export | Comparison export | Source files remain unchanged |
| Matched rows | Unmatched rows | Exportable review output |
| Run settings | Match results | Audit trail for handoff |
Preview
Screenshot placeholder
This lightweight preview shows the output structure without adding heavy media to the page.
Sample output
Matched and unmatched review
Comparison
Manual Excel vs FireLookup
| Need | Manual spreadsheet workflow | FireLookup workflow |
|---|---|---|
| Setup | Helper columns, lookup formulas, pivots, or Power Query steps | Upload two files and choose matching rules |
| Messy text | Manual cleaning before every run | Exact and fuzzy matching options |
| Grouped matches | SUMIFS, pivots, and manual review | One-to-many and many-to-many grouped matching |
| Review output | Separate tabs and copied filters | Matched and unmatched exports |
| Audit trail | Notes depend on workbook discipline | Run history and match logic are easier to hand off |
FAQ
Common questions
Practical answers for finance and operations teams evaluating this reconciliation workflow.
Does FireLookup change my source files?
No. The workflow compares uploaded files and produces review output; your source exports should remain unchanged.
Should uploaded CSV files be treated as sensitive?
Yes. Treat reconciliation uploads as sensitive finance or operations data and share exports only with the right reviewers.
Is there an option to delete stored uploaded files later?
FireLookup has retention settings for runs, and an auto-delete option for stored uploaded files remains a TODO where deeper storage is added.
Start with 1,000 free row credits
Upload two files, run a reconciliation, and review matched and unmatched rows before paying.
Related pages
Keep exploring FireLookup
Security
How FireLookup frames source files, exports, audit trail, and practical safeguards for finance reconciliation workflows.
Privacy for spreadsheets
Practical privacy guidance for teams uploading sensitive Excel and CSV files into a reconciliation workflow.
Sample output
Preview the kind of matched, unmatched, grouped, and audit-trail output FireLookup is built to produce.
Audit trail example
See how reconciliation rules, timestamps, matched rows, and exceptions can support review handoff.
How to reconcile Excel and CSV files
Follow the upload, matching, review, and export workflow.
Pricing
Review row-credit pricing and free credits.