Use case
Spreadsheet reconciliation for bookkeepers
Compare recurring client reports without rebuilding lookup formulas every week or month.
Sample output
Matched and unmatched review
Who this is for
Built for spreadsheet-heavy reconciliation
Bank feed exports against ledgers
Open invoices against payment reports
Client-ready exception lists
Manual workflow in Excel
What teams do manually today
Most teams start by exporting two files, adding helper columns, and using lookup formulas to find missing rows.
Recurring work often becomes a workbook that only one preparer fully understands.
Reviewers need matched and unmatched outputs, not just highlighted cells.
Where manual reconciliation breaks
The common failure points
Manual formulas break when source headers change, keys repeat, or date and amount formats drift.
Grouped payouts, partial payments, refunds, and timing items are difficult to explain with one lookup column.
Audit handoff becomes slower when match logic lives across hidden tabs.
How FireLookup handles it
A cleaner reconciliation workflow
FireLookup gives teams a guided two-file reconciliation workflow.
Exact, fuzzy, one-to-many, and many-to-many matching help with real operational file patterns.
Matched and unmatched exports make review and follow-up easier.
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 |
|---|---|---|
| Source report | Destination report | Matched by agreed key |
| Exception in File A | - | Missing from File B |
| Multiple rows | One settlement | Grouped match candidate |
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.
Why would bookkeepers use FireLookup?
FireLookup reduces formula setup and produces matched/unmatched outputs that are easier to review than a workbook full of helper columns.
Can teams start free?
Yes. FireLookup includes 1,000 free row credits for new accounts.
Does FireLookup support CSV and Excel files?
Yes. FireLookup is positioned for Excel and CSV reconciliation workflows.
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
Match two Excel files
Learn how to match two Excel files with cleaner matching, matched and unmatched rows, and a practical FireLookup workflow.
Compare two CSV files
Learn how to compare two CSV files with cleaner matching, matched and unmatched rows, and a practical FireLookup workflow.
Sample output
Preview the kind of matched, unmatched, grouped, and audit-trail output FireLookup is built to produce.
Security
How FireLookup frames source files, exports, audit trail, and practical safeguards for finance reconciliation workflows.
Pricing
Review row-credit pricing and free credits.