Overview
After AI Matching rules finish running or a user finalizes results, the export uploads straight to the reconciliation's connected cloud storage folder. That export carries the same account anchors FloQast's Recs page already reads, so the reconciled balance and reconciling items populate on the Rec automatically, with no manual download and upload required.
How It Works
- From the AI Matching page for a reconciliation, click the kebab menu (⋮) in the top right.
Click the Send to Recs button.
- The Send Results to Reconciliations window opens. Depending on your integrations these fields may automatically populate but if they don't, type in the values for the Reconciled Balance and the Reconciling Items.
Click Send to Recs.
A confirmation message appears: "Results sent to Reconciliations — The reconciled balance and reconciling items will update after processing." Click View Reconciliations to jump directly to the Reconciliations page.
What Happens on the Reconciliation
Once processing completes, the reconciliation's row on the Reconciliations page updates automatically:
- Reconciled Balance and Reconciling Items populate with the values sent from AI Matching.
- The uploaded reconciliation workbook appears as an attached document on that reconciliation. Click the document icon (with the count badge) in the Actions column, then View Document, to open the Documents panel and see the file — including who added it and when.
- The action is captured for the reconciliation's audit trail, just like a manually uploaded file would be.